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[Issue]: Picklist Formatting in Treasury Report #507

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ClaireValdivia opened this issue Nov 5, 2024 · 2 comments
Open

[Issue]: Picklist Formatting in Treasury Report #507

ClaireValdivia opened this issue Nov 5, 2024 · 2 comments

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@ClaireValdivia
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Why is this issue important?

Treasury portal is not accepting picklist values that include the number of the picklist selection, so we need the treasury report we generate to reflect this.

Current State

Several picklist fields include values that reflect a numbered list (i.e. "7. Other") and the treasury report reflects the full value. However, when uploaded to treasury portal, this will generate an error and partners need to manually change the selection to remove the number, period, and space at the beginning and submit the value as "Other".

Expected State

The treasury report needs to have all picklist values that have a number list display the value without the appended number(s), period, and space.

Picklist fields with numbered values:
Project_Status__c
Technology_Type_Planned__c
Technology_Type_Actual__c
Type_of_Investment__c

Implementation Plan

The following functions need to be added...

Relevant Code Snippets

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@ClaireValdivia
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Note - discuss whether it's a better approach to update the picklist values in the workbook and upload validation or just update the treasury report to remove the number, period, and spaces at the front of picklist values.

@ClaireValdivia
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confirmed with Aditya - these can be updated in the treasury report only and no input template update needed.

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