I’m trying to create a print layout that allows me to replicate the “Progress” view of a Project.

I like seeing 1) the pipeline, 2) tasks, and 3) upcoming appointments. I want to show this view to clients every week but I need to use a print layout so that they don’t see information about other clients.

As I’ve created a print layout, I got the pipeline going and I figured out how to show the “next task” and “next appointment”. But I don’t want just one task and one appointment. I can’t figure out how to show all upcoming tasks and appointments – or all of those coming up in the next week.

Any suggestions?

This message has been edited. Last edited by: Andy B,

You should be abe to create 2 tables below this and define the data as the Activity Sub Array (one for tasks and the other for appointments)

If you want to use the task icon,

- Add an extra column to the table on the left (doesn't matter what it is you wont use the data)
- Resize the column so its square (ish)
- Delete the header text
- Highlight the data row in this column
- Select Convert -> Image
- In the attributes select Source as Image from Key
- Select the key from the appropriate place, usually object.activityImage

I'm still running into the problem of only being able to have one "last task" and one "next task." I'd like to show all recent and upcoming tasks for a project. I think I'll probably have the same problem with the appoitments.

1. How do I define an "Activity Sub Array"? When I add a table the only data option available is "Key Path." When I try to delete the Key Path and add a sub array I get this error:

"Adding Activity Sub Array at this juncture is not allowed. Please ensure the correct parent element is in place"

2. Can I add checkboxes (checked = complete, empty = incomplete)?

This message has been edited. Last edited by: Andy B,

Ahhh - this took me a long time to figure out, so let's see if I can help. I wanted to add tasks and appointments inside a Project List, so I couldn't really use a bunch of strips to pull this off.

You are going to be nesting 2 tables INSIDE the Data Row of a Parent table (Project). That means you turn off the "Automated Layout" on the Parent table and set the height of the data row to like 120 pixels. That will give you working space to insert the Task Table and Appointment Table. When you add the Task Table, set the Data to Standard Filter.

The Standard Filter window will ask you where to Get Objects from - here you want to select Parent "Data Row" or "Page" and set the Relationship to Tasks. That should bring up the Resulting fields to show you that you've selected a live working data set. Hit OK.

NOTE - if you cannot access the Relationship = Tasks dropdown, you did not nest the table properly. THAT'S the part that took me forever to figure out. I still find it difficult to accurately select the Data Row and insert tables, due to the funky report building process.

Now you need to add columns to your table. Here you should see the fields again. Make your selections and you will be off to the races. Then do the exact same steps with Appointments.

Marketcircle - is there a cleaner way of doing this?

This report seems to do what I wanted, but it also crashes when I try runnig it:

http://forums.marketcircle.com/eve/forums?a=tpc&s=14210...311097634#6311097634