I am having some difficulty getting the template correct to pull the related cases for a project. I have tried many different combinations after having read the documentation and nothing seems to work. I get the error "Project does not contain the field ..." for everything I've tried so far. What am I missing? The "manual" gives examples that do not include cases, but based on the requirements for related, cases should work. Are there any other reference tools I can use? Or better yet, anyone have an example that is pulling the related cases from a project?
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Hi Jen,
I would suggest taking a look at our Periodic Project Report app, it is based on the Document Publisher infrastructure but has a very elaborated template that can be used as an example.
http://www.clarizen.com/appsmarketplace/item/Periodic-Project-Report.html
Good luck!
Tamir
Thanks! That's pretty much what I ended up doing. I downloaded the file and altered it to be used for my purpose. Incidentally, when I wrote the exact same comments in a fresh word document using the same table structure it didn't work. But the exact same thing in the PPR template altered for my purpose did. Whenever I open the template from the PPR document it asks me to enable macros. Is there something about the file that is special and I should always use it as my starting point rather than a fresh word (docx) document?
Hi Jen,
Yes it is not a regular document, it has macros in it which perform the API calls to Clarizen and populate the value in the tables.
Regards,
Tamir
Ok thanks. Then I highly recommend you include a "template" in your document directions to make it super clear. I don't remember reading that specific instruction.
Thanks for the help.