Understand basic text mode for views

IMPORTANT

Prerequisites:

  • Understand reporting elements
  • Understand reporting components
  • Create a basic view
TIP

In this video, you will learn:

  • What text mode is
  • What camel case is
  • Some basic “plug and play” text mode you can use in your views

Task - 4 parents view

Create a column for the Task Name and the Parent Name first, then use the following text mode to create the other three columns.

Task - Parent of Parent Name

displayname=Parent of Parent Name
linkedname=parent
namekey=view.relatedcolumn
namekeyargkey.0=parent
namekeyargkey.1=name
querysort=parent:parent:name
textmode=true
valuefield=parent:parent:name
valueformat=HTML

Task - Parent of Parent of Parent Name

displayname=Parent of Parent of Parent Name
linkedname=parent
namekey=view.relatedcolumn
namekeyargkey.0=parent
namekeyargkey.1=name
querysort=parent:parent:parent:name
textmode=true
valuefield=parent:parent:parent:name
valueformat=HTML

Task - Parent of Parent of Parent of Parent Name

displayname=Parent of Parent of Parent of Parent Name
linkedname=parent
namekey=view.relatedcolumn
namekeyargkey.0=parent
namekeyargkey.1=name
querysort=parent:parent:parent:parent:name
textmode=true
valuefield=parent:parent:parent:parent:name
valueformat=HTML

A screen image showing the 4 parents view

User - Iterations showing lists in user views

User - All job roles

displayname=All job roles
listdelimiter=<p>
listmethod=nested(userRoles).lists
textmode=true
type=iterate
valuefield=role:name
valueformat=HTML

User - All job roles showing primary

displayname=All Job Roles showing primary
listdelimiter=<p>
listmethod=nested(userRoles).lists
textmode=true
type=iterate
valueexpression=IF({user}.{roleID}={role}.{ID},CONCAT("** ",{role}.{name}," **"),{role}.{name})
valueformat=HTML

User - All teams

displayname=All teams
listdelimiter=<p>
listmethod=nested(teams).lists
textmode=true
type=iterate
valueexpression={name}
valueformat=HTML
NOTE

There is a Team field accessible through the UI that shows all teams, comma separated, but using the text mode above will show each team on a separate line.

User - All groups

displayname=All groups
listdelimiter=<p>
listmethod=nested(userGroups).lists
textmode=true
type=iterate
valuefield=group:name
valueformat=HTML

User - All groups showing home group

displayname=All groups showing home group
listdelimiter=<p>
listmethod=nested(userGroups).lists
textmode=true
type=iterate
valueexpression=IF({user}.{homeGroupID}={group}.{ID},CONCAT("** ",{group}.{name}," **"),{group}.{name})
valueformat=HTML

User - Direct reports

displayname=Direct reports
listdelimiter=<p>
listmethod=nested(directReports).lists
textmode=true
type=iterate
valueexpression={name}
valueformat=HTML

User - Future PTO

displayname=Future PTO
listdelimiter=<br>
listmethod=nested(reservedTimes).lists
namekey=group.plural
textmode=true
type=iterate
valueexpression=IF({startDate}>$$TODAY,CONCAT({startDate}," - ",{endDate}),"")
valueformat=HTML
width=150

A screen image showing the User lists view

Task - How to display task assignments and working on status

displayname=Assignments and Status
listdelimiter=<br>
listmethod=nested(assignments).lists
namekey=group.plural
textmode=true
type=iterate
valueexpression=CONCAT({assignedTo}.{name},IF(ISBLANK({assignedTo}.{name}),"",IF({status}="AA"," - Requested",IF({status}="AD"," - Working"," - Done"))))
valueformat=HTML
width=150

A screen image showing the Assignments and Status view

Task - How to show role and allocation on multiple task assignments

Task - Role + hours

displayname=Role+hours
listdelimiter=<li>
listmethod=nested(assignments).lists
textmode=true
type=iterate
valueexpression=CONCAT({role}.{name}," (",round({workRequired}/60,2),")")
valueformat=HTML

Task - Assignment + percent allocation

displayname=Assignment+percent
valueexpression=CONCAT({assignedTo}.{name}," (",{assignmentPercent},")")
listdelimiter=<li>
listmethod=nested(assignments).lists
valueformat=HTML
textmode=true
type=iterate

A screen image showing the Assignments and Roles view

Task - Cross project predecessors and successors

Task filter (optional)

Show me all tasks that have at least one cross project predecessor

predecessorsMM:ID_Mod=notblank
predecessorsMM:projectID=FIELD:projectID
predecessorsMM:projectID_Mod=ne

Task - Show predecessor names and project predecessor is in

displayname=Predecessor names
listdelimiter=<br>
listmethod=nested(predecessors).lists
namekey=group.plural
textmode=true
type=iterate
valueexpression=CONCAT("TASK = ",{predecessor}.{name}," >> PROJECT = ",{predecessor}.{project}.{name})
valueformat=HTML
width=150

Task - Show successor names and project successor is in

displayname=Successor names
listdelimiter=<br>
listmethod=nested(successors).lists
namekey=group.plural
textmode=true
type=iterate
valueexpression=CONCAT("TASK = ",{successor}.{name}," >> PROJECT = ",{successor}.{project}.{name})
valueformat=HTML
width=150

Task - Show projected completion date of predecessors

displayname=Predecessor projected completion dates
valueformat=atDate
listdelimiter=
textmode=true
width=90
stretch=0
valuefield=predecessor:projectedCompletionDate
type=iterate
listmethod=nested(predecessors).lists
shortview=false

Task - Show progress status of predecessors

displayname=Predecessor progress status
listdelimiter=<br>
listmethod=nested(predecessors).lists
shortview=false
stretch=0
textmode=true
type=iterate
valueexpression=IF({predecessor}.{progressStatus}="OT","On Time",IF({predecessor}.{progressStatus}="LT","Late",IF({predecessor}.{progressStatus}="BH","Behind","At Risk")))
valueformat=HTML
width=90

Task - Show percent complete of the cross project predecessor’s project

displayname=Predecessor project percent complete
listdelimiter=<br>
listmethod=nested(predecessors).lists
namekey=group.plural
textmode=true
type=iterate
valueexpression=IF({isCP}=true,CONCAT({predecessor}.{project}.{percentComplete},"%"),"")
valueformat=HTML
width=150

A screen image showing the Cross project predecessors and successors view

Task - Iteration showing all of the people assigned and who assigned each one

displayname=All assignees and requesters
listdelimiter=<p>
listmethod=nested(assignments).lists
textmode=true
type=iterate
valueexpression=CONCAT("Assigned To: ",{assignedTo}.{name},"; Requested By: ",{assignedBy}.{name})
valueformat=HTML

A screen image showing all of the people assigned and who assigned each one

Task/Project - Iteration showing all custom forms on a project or task

displayname=All Forms Assigned
listdelimiter=<p>
listmethod=nested(objectCategories).lists
textmode=true
type=iterate
valuefield=category:name
valueformat=HTML

A screen image showing all custom forms on a project

Project - Iteration showing all primary contacts for resolvables in project view

displayname=Requestor
listdelimiter=<br>
listmethod=nested(resolvables).lists
namekey=group.plural
textmode=true
type=iterate
valuefield=owner:name
valueformat=HTML
width=150

A screen image showing primary contacts for resolvables

Project - Iteration showing all project team members

displayname=Project Team Members
listdelimiter=<br>
listmethod=nested(projectUsers).lists
namekey=group.plural
textmode=true
type=iterate
valuefield=user:name
valueformat=HTML

A screen image showing all project team members

Project - Iteration showing the entryDate of all resolvable issues for a project

displayname=Resolvables entry date
linkedname=direct
listdelimiter=<br>
listmethod=nested(project.resolvables).lists
listsort=string(description)
querysort=description
section=0
textmode=true
type=iterate
valuefield=entryDate
valueformat=HTML

A screen image showing the entryDate of all resolvable issues for a project

Project - Show the home group of the original project requestor

displayname=Requestor home group
linkedname=direct
namekey=name
querysort=convertedOpTaskOriginator:homeGroup:name
textmode=true
valuefield=convertedOpTaskOriginator:homeGroup:name
valueformat=HTML

A screen image showing the project requestor home group

Project - Show if the project is a request queue

querysort=queueDef:isPublic
valueformat=val
description=0 (None), 1 (Public), 2 (Private), 3 (Company), 4 (Group)
linkedname=direct
textmode=true
enumtype=PROJ
valuefield=queueDef:isPublic
namekey=status
type=enum
enumclass=com.attask.common.constants.ProjectStatusEnum
displayname=Public Selection

A screen image showing if the project is a request queue

Issue - Iteration showing all resolve project team members

displayname=Resolve Project: Team Members
listdelimiter=<br>
listmethod=nested(resolveProject.projectUsers).lists
namekey=group.plural
textmode=true
type=iterate
valuefield=user:name
valueformat=HTML
width=150

A screen image showing all resolve project team members

Issue - Iteration showing all teams of the issue’s primary contact

displayname=Requestor Teams
listdelimiter=<br>
listmethod=nested(owner.teams).lists
namekey=group.plural
textmode=true
type=iterate
valuefield=name
valueformat=HTML
width=150

A screen image showing all primary contact teams

Document - Iteration showing folder in a document report

displayname=Folder
listdelimiter=<br><br>
listmethod=nested(folders).lists
textmode=true
type=iterate
valuefield=name
valueformat=HTML

A screen image showing folder in a document report

Document - Iteration showing parent folder in a document report

displayname=Parent Folder
listdelimiter=<br><br>
listmethod=nested(folders).lists
textmode=true
type=iterate
valuefield=parent:name
valueformat=HTML

A screen image showing parent folder in a document report

Document - Document Approval Dates

displayname=Document Approval Dates
valueformat=HTML
listdelimiter=<br>
linkedname=direct
textmode=true
listsort=string(description)
valuefield=approvalDate
type=iterate
listmethod=nested(approvals).lists
shortview=false
section=0

A screen image showing the Document Approval Dates view

Proof Approvals

Proof Approval - Show project name

displayname=Project Name
textmode=true
valuefield=documentVersion:document:project:name
valueformat=HTML

Proof Approval - Show task name

displayname=Task Name
textmode=true
valuefield=documentVersion:document:task:name
valueformat=HTML

A screen image showing the project and task of a proof approval

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