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Doug_Den_Hoed_AtAppStore
Community Advisor
Doug_Den_Hoed_AtAppStoreCommunity Advisor
Community Advisor
October 8, 2023
Question

AtAppDemo Tags Report

  • October 8, 2023
  • 2 replies
  • 1179 views

 

Hi Folks,

 

A couple of days ago, @randyroberts and I worked out native report that returns only Notes that were tagged to either the currently logged in user or a team of which they are a member. Realizing it would cover some interesting territory (e.g. snooping the API, figuring out multiple EXISTS clauses, adding a Report chart, setting Report prompts, etc.), we decided to record our session; and the whole thing turned out so well I decided to publish the video AND make the resulting report available as an AtAppStore Package for anyone reading this who'd like to deploy it to their own environment.

 

Have fun, and for those who try it out, we look forward to hearing how it works for you and your teams!

 

Regards,

Doug

 

You can watch the video here

 

 

You can deploy if from here

 

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    2 replies

    RandyRoberts
    Community Advisor
    RandyRobertsCommunity Advisor
    Community Advisor
    October 9, 2023

    Thanks Doug, that was a lot of fun actually… at least for a couple 'o nerds!

    This endevour was in response to Madelyne's post HERE.

      Madalyn_Destafney
      Community Advisor
      Madalyn_DestafneyCommunity Advisor
      Community Advisor
      October 9, 2023

      You guys are rockstars! I'm trying to replicate this and running into a couple issues. Note I'm revising what I had, can't go the import route from AAS. The report pulls in updates but the Tagged row is blank.

      I have I believe exact same code but I get no results. Where am I off? Column text mode:
      displayname=Tagged
      listdelimiter=<br>
      listmethod=nested(tags).lists
      textmode=true
      type=iterate
      valueexpression=CONCAT({user}.{name}.{team}.{name})
      valueformat=HTML

      I also have just pulling past 5 days, but I'm getting anytime I've been tagged. Where am I off? Does EXISTS need to be added before the entry date rows?
      EXISTS:a:$$EXISTSMOD=EXISTS
      EXISTS:a:$$OBJCODE=NTAG
      EXISTS:a:noteID=FIELD:ID
      EXISTS:a:teamID=$$USER.teamIDs
      EXISTS:a:teamID_Mod=contains
      OR:1:EXISTS:a:$$EXISTSMOD=EXISTS
      OR:1:EXISTS:a:$$OBJCODE=NTAG
      OR:1:EXISTS:a:noteID=FIELD:ID
      OR:1:EXISTS:a:userID=$$USER.ID
      entryDate=$$NOW
      entryDate_Mod=between
      entryDate_Range=$$NOW-5d

      Thanks again!

      If this helped you, please mark correct to help others : )
      RandyRoberts
      Community Advisor
      RandyRobertsCommunity Advisor
      Community Advisor
      October 9, 2023

      The entryDate part isn't cumulative so you have to add the OR for the entry date too.

      The Tags column should read

       

      displayname=Tags listdelimiter=<br> listmethod=nested(tags).lists textmode=true type=iterate valueexpression=CONCAT({user}.{name},{team}.{name}) valueformat=HTML

       

      I think you have a period instead of a comma between the two concats {name},{team}

        RandyRoberts
        Community Advisor
        RandyRobertsCommunity Advisor
        Community Advisor
        October 9, 2023

        I added "Past Year" to the filter so it wouldn't be so overwhelming.

        EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=NTAG EXISTS:a:noteID=FIELD:ID EXISTS:a:teamID=$$USER.teamIDs EXISTS:a:teamID_Mod=contains OR:1:EXISTS:a:$$EXISTSMOD=EXISTS OR:1:EXISTS:a:$$OBJCODE=NTAG OR:1:EXISTS:a:noteID=FIELD:ID OR:1:EXISTS:a:userID=$$USER.ID OR:1:entryDate=$$TODAY-1y OR:1:entryDate_Mod=between OR:1:entryDate_Range=$$TODAY entryDate=$$TODAY-1y entryDate_Mod=between entryDate_Range=$$TODAY
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