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

  • February 9, 2023
  • 2 replies
  • 1254 views

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!

    Best answer by Doug_Den_Hoed__AtAppStore

     

    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

     

    2 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

     

      Madalyn_Destafney
      Madalyn_Destafney
      New Participant
      February 9, 2023

      Awesome, Doug!

      If this helped you, please mark correct to help others : )
      Madalyn_Destafney
      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!

       

      If this helped you, please mark correct to help others : )
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