Document reports

Forum|Forum|8 years ago
May 31, 2018
6 replies
1425 views

Hey all... I'm sort of a newbie when it comes to creating Document reports. I need to create one that shows what documents are uploaded in a defined folder (I was hoping contains value type, in the filter. And hopefully restrict the results based on the Task/Project level so that it only returns documents from the project that's open.... as I was going to attach this report to a dashboard and then with-in the custom template as a tab... wait a minute this seems "impossible" as I'm typing this out :-/ JohnSeitz ESPN

Best answer by melindal3825541

I eat impossible for breakfast :) Document folders are a collection on the document, ie one document can be in multiple folders. To show the folders that a document is in, add this column to a document report: displayname=Folders listdelimiter=< p > listmethod=nested(Folders).lists textmode=true type=iterate valueexpression=CONCAT({name}) valueformat=HTML To show documents located in a specifically named folder: EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=DOCFLD EXISTS:a:documentID=FIELD:ID EXISTS:a:folder:name=Final EXISTS:a:folder:name_Mod=cicontains -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource - 2018 Workfront Services Partner of the Year Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your work so you can run your business -

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NRYNR

Level 10

Connie, This is great information. I've cataloged the text mode in the WFPro site for: "https://wf-pro.com/textmode/text-mode-views-collections/#show-document-folder">Document Folder Name (Collection in Document Report) "https://wf-pro.com/textmode/text-mode-filters-exists-notexists/#documents-in-folder-named">Documents With Folder Name (EXISTS MOD) Thanks, Narayan

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Pat_Paterson

Level 4

How would you code it to group by folder name? the links you provided aren't working for me. Thanks!

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ConnieSu

Level 4

How would you apply text mode to then group by that folder column in the report? Thanks, Connie Sutherland, CPPM CareerBuilder

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BrittanyJo

Level 4

Thank you SO much. This worked!! I have been in need of a way to filter by folder forever. :) Brittany Jones Project Manager, Marketing Operations DICK's Sporting Goods

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melindal3825541Accepted solution

Level 5

I eat impossible for breakfast :) Document folders are a collection on the document, ie one document can be in multiple folders. To show the folders that a document is in, add this column to a document report: displayname=Folders listdelimiter=< p > listmethod=nested(Folders).lists textmode=true type=iterate valueexpression=CONCAT({name}) valueformat=HTML To show documents located in a specifically named folder: EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=DOCFLD EXISTS:a:documentID=FIELD:ID EXISTS:a:folder:name=Final EXISTS:a:folder:name_Mod=cicontains -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource - 2018 Workfront Services Partner of the Year Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your work so you can run your business -

imgrund

Employee

Hi John, I'm not sure why, but the way the data is structured, folders are a collection on a document. This makes it a lot harder to do filtering. I had an idea to do a Document Folder report with a collection of documents with the info you needed, but I looked and you can't do a document folder report. :( So I'm not sure you are going to be able to get what you want. I'm sorry. Anthony Imgrund FCB

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