Hello I am attempting to link data that is connected to a task on a project report using the text editor.
So far I have this as my code:
displayname=Recvd Medical Rates
linkedname=project:tasks
namekey=DE:Documentation Received Date
querysort=project:tasks:Document - Medical Rates:Documentation Received Date
textmode=true
valuefield=Documentation Received Date
valueformat=customDateAsString
I need to display data from a specific task within a specific custom form on a project report. I know there is no standard method of linking a project with a task, but the relationship is there and from my research It seems possible. I believe that I do not have the correct syntax.
Can somebody please help me with this. I have tried all types of combinations, I even tried adding the aggregator:
aggregator.displayformat=customDateAsString
aggregator.function=MIN
aggregator.namekey=Documentation Received Date
aggregator.valuefield=DE:Documentation Received Date
aggregator.valueformat=customDateAsAtDate
Either way I try and link the information the actual entered data will not display. So far the report knows that it is a date field; I know this because I am able click into the field on the project report and choose a date, but the date will not remain selected once I have chosen it leading me to believe that the field is somehow linked, but done incorrectly.
Please help.
The answer is below:
displayname=Plans and Benefits Received
listdelimiter=
listmethod=nested(tasks).lists
textmode=true
type=iterate
valueexpression=IF(CONTAINS("Plans and Benefits",{name}),{actualCompletionDate})
valueformat=HTML
So how does it work? see below.
displayname=Plans and Benefits Received
^display name that you want^
listdelimiter=
^decides delimiter^
listmethod=nested(tasks).lists
^Calls the nested or sub task^
textmode=true
^allows text editor mode to function^
type=iterate
^make data display as an iteration of original^
valueexpression=IF(CONTAINS("Plans and Benefits",{name}),{actualCompletionDate})
^determines where the data is being pulled from^
valueformat=HTML
^Format set to HTML^