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August 16, 2023
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Column view showing documents in template report

  • August 16, 2023
  • 1 reply
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Is there a way to add a column view that will list out the documents that are saved in a project template? I created a template report and have it filtered to only show templates were it has documents, but is there a way to get the view to list the names of those documents?

 

Also, is there a way to show is the project template has document folders? And a column view that will show the names of these document folders if they are in the project template?

 

THANK YOU!

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Best answer by KristenS_WF

I think I can help you with the first part.  Documents are a collection under the Template object, so you could show the names of the documents with this:

displayname=Template Documents listdelimiter=<p> listmethod=nested(documents).lists textmode=true type=iterate valuefield=name valueformat=HTML

However, it also looks like Folders are a collection under the Documents object, so I'm not sure there's a way to show them in the same report (others might know, but I can't think of a way).

 

1 reply

KristenS_WF
KristenS_WFAccepted solution
New Participant
August 17, 2023

I think I can help you with the first part.  Documents are a collection under the Template object, so you could show the names of the documents with this:

displayname=Template Documents listdelimiter=<p> listmethod=nested(documents).lists textmode=true type=iterate valuefield=name valueformat=HTML

However, it also looks like Folders are a collection under the Documents object, so I'm not sure there's a way to show them in the same report (others might know, but I can't think of a way).

 

Lyndsy-Denk
New Participant
August 21, 2023

I didn't even know I needed this until today. Thanks, @kristens_wf!