In this article, I will explain How to
Create Custom filter using “contains”, “begin with” for a lookup table field in Project Server
In Project Server 2016 / 2013, I have tried to use a contains, begin 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.
This is a limitation on the view filtering, where the Test list options (contains and begin with …etc) work only with text fields properly.
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.
- 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.
- 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.
- Project Server 2016.
- Project Server 2013.
- Project Server 2010.
In this article, I have explained How to filter a lookup table field using “Contains” and “Begin with” conditions in Project Server.