Custom filter for a lookup table in Project Server 2013

In this article, I will explain How to

Create Custom filter using “contains”, “begin with” for a lookup table field in Project Server


Scenario

In Project Server 2016 / 2013, I have tried to use a containsbegin with as a Test condition within a filter for a project-level custom field that linked to a lookup table in Project Center view, but unfortunately, It’s not working properly, and  I got

One or more rows are invalid. Correct these errors and try again.

Even equal to test condition is working only with the exact value of this field.

One or more rows are invalid. Correct these errors and try again.


Cause

This is a limitation on the view filtering, where the Test list options (contains and begin with …etc) work only with text fields properly.


Solution

Filter By “Contains” for a lookup table field in Project Server

To overcome this limitation, you should follow the mentioned steps below:

  • From PWA Settings > Below enterprise data > Click on Enterprise Custom fields and lookup tables.

Create Custom field

  • Click a New field with text type based on a formula > In formula section put the old custom field name that linked to a Lookup table.

Create a new custom field formula In Project Server

  • Publish your project to reflect the value of the old custom field to the new text custom field.
  • You could now use all Test filter options like contains and begin with …etc to build your conditions without any limitation.

Create a Custom filter using


Applies To
  • Project Server 2016.
  • Project Server 2013.
  • Project Server 2010.
Conclusion

In this article, I have explained How to filter a lookup table field using “Contains” and “Begin with” conditions in Project Server.

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