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Question

Help with exact code for adding a text field to a customised tile in Portfolios

  • January 13, 2026
  • 6 replies
  • 36 views

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Hi All

Recently taken over Planview for my area and having a little bit of an odd issue.

So we are trying to add some new columns to one of the Work Portfolio tiles and one is giving me some grief.

Been able to add an alternate structure and a long text column without issue but trying to add a text field we have that has a 200 character limit is displayed a column with the right name but not pulling through any data into it.

Notes I had been left behind say using the same code as long text would work but is clearly not doing it and wondering what the code needs to be.

The attribute is as follows 

Code my instructions advise me to use is below which generates the column with the attribute name but showing any of the data in the attribute on the screens it has been entered on.

(SELECT lt.line_text
FROM [DBPATH]long_text lt
WHERE lt.key1 = 'msd_approved_by'
AND lt.key2 = cri.cri_code) AS Approved_By_Other

6 replies

Mario.munoz
Silver Innovator
Forum|alt.badge.img+4
  • Silver Innovator
  • January 13, 2026

Try this

(select line_text
from ip.long_text
where key1 = 'msd_approved_by'
and key2= cri.cri_code1) as Approved_By_Other


Mario.munoz
Silver Innovator
Forum|alt.badge.img+4
  • Silver Innovator
  • January 13, 2026

run that under admin > reporting > Dataset management and see if you get it


Forum|alt.badge.img
  • Author
  • January 13, 2026

Sadly no luck coming up with

 

Error:
46010 = Incorrect syntax near as.


Mario.munoz
Silver Innovator
Forum|alt.badge.img+4
  • Silver Innovator
  • January 13, 2026

try this one 

(select line_text as Approved_By_Other
from ip.long_text
where key1 = 'msd_approved_by'
and key2= cri.cri_code1)


Forum|alt.badge.img
  • Author
  • January 13, 2026

Coming up with this error now

 

The multi-part identifier "cri.cri_code1" could not be bound.


Mario.munoz
Silver Innovator
Forum|alt.badge.img+4
  • Silver Innovator
  • January 13, 2026

Put whatever value of the cri_code is.

example:

(select line_text as Approved_By_Other
from ip.long_text
where key1 = 'msd_approved_by'
and key2= ‘157904’)