Search found 156 matches
- 05 May 2021, 20:20
- Forum: Discussion
- Topic: obtaining entity information two levels above
- Replies: 12
- Views: 1150
Re: obtaining entity information two levels above
Hi Luis, You would simply need to add a field with type = "Value from parent entity" to EACH of your sub-entities: projects, process and deadline. As you set up each field, just select the corresponding "connecting" field from the parent entity IMMEDIATELY above. p.s. keep in mi...
- 04 May 2021, 02:30
- Forum: Discussion
- Topic: obtaining entity information two levels above
- Replies: 12
- Views: 1150
Re: obtaining entity information two levels above
Dear Paullm,
I really appreciate the help.
I thought it didn't work, but later I identified that to update the "customer" field in open tasks, I needed to update the customer's name in the "customer" entity.
I really appreciate the help.
I thought it didn't work, but later I identified that to update the "customer" field in open tasks, I needed to update the customer's name in the "customer" entity.
- 05 Apr 2021, 15:17
- Forum: Discussion
- Topic: Filtering tasks that haven't been updated for 30 days or more
- Replies: 4
- Views: 396
Re: Filtering tasks that haven't been updated for 30 days or more
Or you could use days diff and an automatic status (driven off the days diff) to trigger updates Dear rmcdonald, thanks for the reply. I'm going to test your suggestion, but I don't know exactly how to configure it that way, once I figure out how to do it, I will answer if it worked or not. Thanks.
- 05 Apr 2021, 15:15
- Forum: Discussion
- Topic: Filtering tasks that haven't been updated for 30 days or more
- Replies: 4
- Views: 396
Re: Filtering tasks that haven't been updated for 30 days or more
Try <-30 Dear enishemed, thanks for the reply. To test I set up a report with "<-5", but it didn't work. See that I have had several tasks without movements for more than 5 days, but the report does not show me any of them. The only way I have found so far is "-30 & 31 & 32 &...
- 01 Apr 2021, 23:24
- Forum: Discussion
- Topic: Filtering tasks that haven't been updated for 30 days or more
- Replies: 4
- Views: 396
Filtering tasks that haven't been updated for 30 days or more
Dear Sergey, I'm trying to set up a filter that shows me tasks that haven't been updated for 30 days or more, but I'm not getting it. I'm using the following settings: - Field: update date - condition: filter for days - filter for days: -30 I cannot post it day by day because I have no way of knowin...
- 03 Mar 2021, 18:32
- Forum: Discussion
- Topic: obtaining entity information two levels above
- Replies: 12
- Views: 1150
obtaining entity information two levels above
Dear Sergey and team, First of all I would like to congratulate you for the excellent program! Next, I would like to ask for your help with the following question: I have the following structure: [43] client [44] -projects [46] --process [47] ---deadline What I want to do is when I create a new entr...