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SusanPf
Level 9
November 14, 2018
Question

Report showing projects with custom forms attached

  • November 14, 2018
  • 12 replies
  • 1893 views
Hello~ Anyone know how I can create a report that shows what custom forms are attached to what projects? Thank you, Susan Susan
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    William--
    William--
    New Participant
    November 14, 2018
    I don't know in which release this new report builder feature kicked in, but it's possible to display the collection of hyperlinks to attached forms in any view/report by selecting "Category Name" in the field-chooser. Works on every object type I have tried, and saves me the effort of using text mode that was once necessary to achieve the same results. The filter that Narayan suggested is pretty essential, since using CategoryID= in the report builder doesn't return every record to which that form is attached. William English
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    NRYNR
    Level 10
    November 14, 2018
    Hi Susan, In a projects report, you can add this to see what custom forms are attached using a collection in the view: displayname=Custom Forms listdelimiter=
    listmethod=nested(objectCategories).lists textmode=true type=iterate valueexpression={category}.{name} valueformat=HTML If you want to see all projects where a specific custom form is attached, you can use this in the filter of your project report: objectCategories:categoryID=5a1313460033958719b33fd646e80c96 objectCategories:categoryID_Mod=in Also, this app might get you closer to what you're looking for: https://www.atappstore.com/App/report-categories-and-parameters/Default.aspx
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