Grouping an Issue Report by IF a specific Custom Form is attached | Community
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Alex_Di
Alex_Di
Level 3
Jan 23, 2025 9:06 PM UTC
Solved

Grouping an Issue Report by IF a specific Custom Form is attached

Hi Y'all, 

 

I'm trying to group an issue report based on if one of the custom forms is a specific form.  I have the below so far, but it's only working IF the form I'm looking for is the first form attached. 

group.0.linkedname=category
group.0.namekey=view.relatedcolumn
group.0.namekeyargkey.0=category
group.0.namekeyargkey.1=ID
group.0.valueexpression=IF(CONTAINS('63b8a952004ed663d6f5c5ed54e3a2ca',{category}.{ID}),"Digital","Other")
group.0.valueformat=string
textmode=true

Has anyone been able to make this happen? 

skyehansen
skyehansenAccepted solution
Level 4
Jan 23, 2025 10:49 PM UTC

hi there, a grouping for "category id" is designed to only look at the first form. There's no way from a "grouping" standpoint, to look at an entire collection of forms -- this is just how it works.

 

If it's important for you to see issues based on whether they have a digital custom form vs not, this would need to end up as two reports: one for all issues with a digital custom form, and one report for all issues without a digital custom form.

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6 replies

RandyRoberts
RandyRoberts
New Participant
Jan 25, 2025 4:15 PM UTC

I agree with both Doug and Skye.

One "workaround" I have used is not to sort by if a form exists but by if it's been filled out. To achieve this, put a required field on a form and then group by that field. 

If it hasn't been filled out, it might as well not exist.

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Doug_Den_Hoed__AtAppStore
Doug_Den_Hoed__AtAppStore
New Participant
Jan 23, 2025 11:17 PM UTC

 

Hi @alex_di,

 

I concur with @skyehansen...but can also suggest a cheat.

 

Loosely based on my Tunnel Of Death: How To Find A Form With Two Specific Custom Forms On It post, I invite you to:

 

  • create a custom parameter (e.g. a calculated text parameter called "XXX Is Digital", where XXX is the custom form of interest)
  • place that custom form ONLY on THAT custom form of interest
  • Set the formula to the value of interest (e.g. ="Digital"), check the Recalculate box so it will populate on existing data, then Save and Close the custom form of interest
  • Group your report by that custom parameter

As a result, data will group into "Digital" for those Issues with that custom PARAMETER (regardless of whether the custom FORM is first or not), and None for all other Issues...effectively then meeting your requirements.

 

Regards,

Doug

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Alex_Di
Alex_DiAuthor
Level 3
Jan 24, 2025 1:03 PM UTC

Thank you @doug_den_hoed__atappstore .  I can't believe I forgot about that post from you.  It seems like we have been cheating the system for a long time.  Thanks for the reminder. 

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Doug_Den_Hoed__AtAppStore
Doug_Den_Hoed__AtAppStore
New Participant
Jan 24, 2025 3:20 PM UTC

 

My pleasure @alex_di,

 

If the end justifies the means and you use it to solve your requirement, I would be pleased to know.

 

Regards,

Doug

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skyehansen
skyehansenAccepted solution
Level 4
Jan 23, 2025 10:49 PM UTC

hi there, a grouping for "category id" is designed to only look at the first form. There's no way from a "grouping" standpoint, to look at an entire collection of forms -- this is just how it works.

 

If it's important for you to see issues based on whether they have a digital custom form vs not, this would need to end up as two reports: one for all issues with a digital custom form, and one report for all issues without a digital custom form.

Translate
Alex_Di
Alex_DiAuthor
Level 3
Jan 24, 2025 1:01 PM UTC

Thank you @skyehansen , I was pretty sure that was the answer, but I was hoping for a workaround.

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