Report to show completed projects with no document uploaded into a specific folder | Community
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February 9, 2023
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Report to show completed projects with no document uploaded into a specific folder

Hi, 

 

We are looking for a way to build a report that shows completed projects that has no document inside a specific folder. This is our current of folder settings inside document page of project: 

 

Is there a way to build such a report? For example we will want to see the completed projects that have no documents uploaded into the 'Final Files' folder only. 

 

Your input on this is greatly appreciated. Thanks!

Doug_Den_Hoed__AtAppStore
Doug_Den_Hoed__AtAppStoreAccepted solution
New Participant
February 9, 2023

 

Hi @arthurchalamet,

 

I invite you to try this Project report filter to meet your requirement to return only Completed Projects without at least one file in a Particular Folder.

 

 

EXISTS:a:$$EXISTSMOD=NOTEXISTS EXISTS:a:$$OBJCODE=DOCFLD EXISTS:a:document:projectID=FIELD:ID EXISTS:a:folder:name=TYPE YOUR PARTICULAR FOLDER NAME HERE EXISTS:a:folder:name_Mod=cicontains status=CPL

 

 

Regards,

Doug

 

8 replies

Doug_Den_Hoed__AtAppStore
Doug_Den_Hoed__AtAppStoreAccepted solution
New Participant
February 9, 2023

 

Hi @arthurchalamet,

 

I invite you to try this Project report filter to meet your requirement to return only Completed Projects without at least one file in a Particular Folder.

 

 

EXISTS:a:$$EXISTSMOD=NOTEXISTS EXISTS:a:$$OBJCODE=DOCFLD EXISTS:a:document:projectID=FIELD:ID EXISTS:a:folder:name=TYPE YOUR PARTICULAR FOLDER NAME HERE EXISTS:a:folder:name_Mod=cicontains status=CPL

 

 

Regards,

Doug

 

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Madalyn_Destafney
New Participant
February 9, 2023

Awesome, Doug!

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Madalyn_Destafney
New Participant
February 9, 2023

This is a tough one. I think you'll want to go with a Document report but not sure it'll get as granular as you're looking for.

You could get at least a potential pool of projects that don't have docs in a finals folder but does have docs in general by filtering in 'has documents', 'complete' status and project completed in your given timeframe, example below:

From there I can't figure out how to specify anything about document folder names. Are your final files always a specific document/format type? If so, you could shrink the project's results by filtering out any docs in that specific file type like a PDF...
This isn't a full solution but should help you get going on something!

 

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