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KevinHa1
February 24, 2020
Question

Calculated Custom Field On Documents

  • February 24, 2020
  • 1 reply
  • 455 views
I'm trying to create a proof report that allows me to include parent project information. From the proof level, however, it looks like I'm unable to bring in that data. My thought to remedy this was to create a calculated field on Documents that populates with the name of the parent project upon document creation. I'm not sure if that would ultimately allow me to pull that field into my proof report, but I'm going one step at a time. Does anyone know if it's possible to calculate a field on documents to have it populate the name of the project that created it? I tried simply adding Project.Name, but that was NULL. Kevin Habuda USANA
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    BarryBu2
    Level 8
    February 25, 2020
    The problem with a custom form on a document is I don't believe you can automatically attach the form on upload, so you have to manually do it. If anyone forgets, your report won't work. Have you considered a report on the Document Version object that can filter on active proof stages and/or proof status, and draw properties from both the document and has some fields with proof info? Just make sure you also filter on current version or you'll get earlier drafts clogging the report perpetually. Barry Buchanan - WMA Work Management Australia
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