Expose the Document Folder to the Documents report UI and provide the ability to group documents under Folders | Community
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AgnesLe
Level 2
July 7, 2017
New

Expose the Document Folder to the Documents report UI and provide the ability to group documents under Folders

  • July 7, 2017
  • 1 reply
  • 356 views

When running a report on documents, there is no standard UI access to add a column to show the folder in which the document is uploaded. Today, one has to resort to text mode to retrieve the document folder and create a column to show its name or ID.

Also, it would be very useful to be able to group document report under the folder to which it is uploaded.

    1 reply

    G
    glennc88651798
    New Member
    July 7, 2017

    Agnes,

    CapabilitySource offers a utility called CapabilitySource Connect (CSC) that provides Shared Document Folder functionality in Workfront. With CSC, reports can be placed into folders and the folders can be shared with users, groups or teams. This a great way of packaging reports and then sharing them in a structured way. Let us know if you would like a demo. Contact us at solutions@capabilitysource.com

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