Discussions

Expand all | Collapse all

text OR date in same field

  • 1.  text OR date in same field

    Posted 05-16-2017 19:01

    I have a master table that contains 'projects'.  There are many 'tasks' that make up each 'project'...and those tasks vary from initiative to initiative.  However, at a high level, each 'project' has the same milestones it progresses through at varying speed.  I'm fine with how I'm handling project to tasks relationship...and I'm using a report link in the 'project' table to display the drill down of the 'tasks' when clicked.  What I want to have is a report that lists each project as a record, and then each milestone as a column/field, and then be able to put in each field either the due date or something to indicate the milestone is complete...and then be able to build the data into a timeline/gantt chart.



  • 2.  RE: text OR date in same field

    Bronze
    Contributor
    Posted 05-18-2017 19:43
    You can create a formula text field that will display the date or text, and then in your timeline report, add that as one of the columns to the left of the timeline section. You would still need to use a read date field to create the start or end of the timeline.


  • 3.  RE: text OR date in same field

    Posted 06-07-2017 20:22
    can you please help me with the formula text field.  thx


  • 4.  RE: text OR date in same field

    Bronze
    Contributor
    Posted 06-07-2017 20:31
    This example assumes you have a checkbox that tells you that milestone 1 is complete and a date field for milestone 1: 

    if([milestone 1 complete]=true,"COMPLETE",totext([milestone 1 due date]))


  • 5.  RE: text OR date in same field

    Posted 06-07-2017 20:44
    Thanks. I was hoping to minimize the number of fields so I did not have a lot of columns on a report.  But, I guess I can build a report for updating milestones to 'complete' using the checkbox fields, and then another report for publishing the timline using the formula text field.  Thank you for your help!  I appreciate it.