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Christina_Jarosz
Christina_Jarosz
Level 9
January 7, 2020
Question

Formatting Text in Shared Column Text Mode?

  • January 7, 2020
  • 5 replies
  • 989 views

We use a shared column view when looking at our documents in a project. This standardizes our marketing piece code for every piece of collateral. It's a combination of project reference number, abbreviation for division, and document reference number.

Right now, it is 216944 –PSG– 226520

However, the shared column adds in an extra space between the number and the letters. It should be 216944-PSG-226520 (no spaces)

It doesn't seem like adding quotes "-PSG-" or adding the html version of the endash gives me that result –PSG–.

I've attempted removing any extra before/after the letter and it leaves me with spaces 216944 PSG 226520

column.1.displayname=Document Piece Code

column.1.linkedname=project

column.1.namekey=view.relatedcolumn

column.1.namekeyargkey.0=project

column.1.namekeyargkey.1=referenceNumber

column.1.querysort=project:referenceNumber

column.1.sharecol=true

column.1.textmode=true

column.1.usewidths=true

column.1.valuefield=project:referenceNumber

column.1.valueformat=int

column.2.case.0.comparison.icon=false

column.2.case.0.comparison.leftmethod=DE:project:What is your line of business?

column.2.case.0.comparison.lefttext=DE:project:What is your line of business?

column.2.case.0.comparison.operator=in

column.2.case.0.comparison.operatortype=string

column.2.case.0.comparison.righttext=Corporate - Other

column.2.case.0.comparison.truetext=–CORP–

column.2.case.1.comparison.icon=false

column.2.case.1.comparison.leftmethod=DE:project:What is your line of business?

column.2.case.1.comparison.lefttext=DE:project:What is your line of business?

column.2.case.1.comparison.operator=in

column.2.case.1.comparison.operatortype=string

column.2.case.1.comparison.righttext=Government Savings

column.2.case.1.comparison.truetext=–GOV–

column.2.case.2.comparison.icon=false

column.2.case.2.comparison.leftmethod=DE:project:What is your line of business?

column.2.case.2.comparison.lefttext=DE:project:What is your line of business?

column.2.case.2.comparison.operator=in

column.2.case.2.comparison.operatortype=string

column.2.case.2.comparison.righttext=Retirement - PSG

column.2.case.2.comparison.truetext=–PSG–

column.2.case.3.comparison.icon=false

column.2.case.3.comparison.leftmethod=DE:project:What is your line of business?

column.2.case.3.comparison.lefttext=DE:project:What is your line of business?

column.2.case.3.comparison.operator=in

column.2.case.3.comparison.operatortype=string

column.2.case.3.comparison.righttext=Retirement - RPS

column.2.case.3.comparison.truetext=–RPS–

column.2.case.4.comparison.icon=false

column.2.case.4.comparison.leftmethod=DE:project:What is your line of business?

column.2.case.4.comparison.lefttext=DE:project:What is your line of business?

column.2.case.4.comparison.operator=cicontains

column.2.case.4.comparison.operatortype=string

column.2.case.4.comparison.righttext=FUT

column.2.case.4.comparison.truetext=–FUT–

column.2.displayname=LOB

column.2.linkedname=project

column.2.namekey=view.relatedcolumn

column.2.namekeyargkey.0=project

column.2.namekeyargkey.1=What is your line of business?

column.2.querysort=DE:project:What is your line of business?

column.2.sharecol=true

column.2.styledef.case.0.comparison.icon=false

column.2.styledef.case.0.comparison.leftmethod=DE:project:What is your line of business?

column.2.styledef.case.0.comparison.lefttext=DE:project:What is your line of business?

column.2.styledef.case.0.comparison.operator=in

column.2.styledef.case.0.comparison.operatortype=string

column.2.styledef.case.0.comparison.righttext=Corporate - Other

column.2.styledef.case.0.comparison.truetext=–CORP–

column.2.styledef.case.1.comparison.icon=false

column.2.styledef.case.1.comparison.leftmethod=DE:project:What is your line of business?

column.2.styledef.case.1.comparison.lefttext=DE:project:What is your line of business?

column.2.styledef.case.1.comparison.operator=in

column.2.styledef.case.1.comparison.operatortype=string

column.2.styledef.case.1.comparison.righttext=Government Savings

column.2.styledef.case.1.comparison.truetext=–GOV–

column.2.styledef.case.2.comparison.icon=false

column.2.styledef.case.2.comparison.leftmethod=DE:project:What is your line of business?

column.2.styledef.case.2.comparison.lefttext=DE:project:What is your line of business?

column.2.styledef.case.2.comparison.operator=in

column.2.styledef.case.2.comparison.operatortype=string

column.2.styledef.case.2.comparison.righttext=Retirement - PSG

column.2.styledef.case.2.comparison.truetext=–PSG–

column.2.styledef.case.3.comparison.icon=false

column.2.styledef.case.3.comparison.leftmethod=DE:project:What is your line of business?

column.2.styledef.case.3.comparison.lefttext=DE:project:What is your line of business?

column.2.styledef.case.3.comparison.operator=in

column.2.styledef.case.3.comparison.operatortype=string

column.2.styledef.case.3.comparison.righttext=Retirement - RPS

column.2.styledef.case.3.comparison.truetext=–RPS–

column.2.styledef.case.4.comparison.icon=false

column.2.styledef.case.4.comparison.leftmethod=DE:project:What is your line of business?

column.2.styledef.case.4.comparison.lefttext=DE:project:What is your line of business?

column.2.styledef.case.4.comparison.operator=cicontains

column.2.styledef.case.4.comparison.operatortype=string

column.2.styledef.case.4.comparison.righttext=FUT

column.2.styledef.case.4.comparison.truetext=–FUT–

column.2.textmode=true

column.2.valuefield=project:What is your line of business?

column.2.valueformat=customDataLabelsAsString

column.3.displayname=Doc #

column.3.linkedname=direct

column.3.namekey=referenceNumber

column.3.querysort=referenceNumber

column.3.textmode=true

column.3.valuefield=referenceNumber

column.3.valueformat=int

Can anyone see where I might need to correct my text mode? Thanks!

Christina

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5 replies

N
NRYNR
Level 10
January 7, 2020

Hi Christina,

I'm not sure if this will work, but it's worth a try. Try replacing everything for column 1 with:

column.1.displayname=Document Piece Code

column.1.valueformat=HTML

column.1.valueexpression={project}.{referenceNumber}

column.1.sharecol=true

And everything for column 3 with:

column.3.displayname=Doc #

column.3.valueformat=HTML

column.3.valueexpression={referenceNumber}‚‚

If this doesn't work, then what I think you will need to do is a single valueexpression that concatenates all three fields, something along these lines:

valueexpression=CONCAT({project}.{referenceNumber},"-",{project}.{DE:What is your line of business?},"-",{referenceNumber})

However, this isn't going to give you those three-character codes for the LOBs, so you'll have to embed that logic in the function where I've highlighted above. Here's an example to start with, and is likely not the best way to handle it but I'm not the best at functions:

IF({project}.{DE:What is your line of business?}="Corporate - Other","CRP")

There are a bunch of valueexpression examples on the WFPro site that you can use to learn from. Let us know how this works out for you!

Thanks,

Narayan

D
DreadkiailiWork
Level 4
January 7, 2020

We have the same need (a Document ID). How we're doing it is concatenating the values into a new field at project creation based on some if statements. That way we can reference that documentID field in any report without having to combine it ever time.

This is ours

IF(Update DocID = "Yes", CONCAT(IF(Client Category = "Existing Client, plan number in system",Plan Number,IF(Client Category ="New Client, prospective client not in system", "SLSTRN",IF (Client Category = "Groups of Plans (i.e.NADA; Institutional Groups)", Group Name,IF (Client Category = "New Plan, plan not in system", Client Number, "GEN")))), "-" ,Deliverable Type,"-WF-",Original Reference Number,"-",CONCAT(IF(MONTH(Planned Completion Date)< 10,CONCAT("0")),MONTH(Planned Completion Date)),RIGHT(Planned Completion Date,2)," (",Reference Number,")"),CONCAT(IF(Client Category = "Existing Client, plan number in system",Plan Number,IF(Client Category ="New Client, prospective client not in system", "SLSTRN",IF (Client Category = "Groups of Plans (i.e.NADA; Institutional Groups)", Group Name,IF (Client Category = "New Plan, plan not in system", Client Number, "GEN")))), "-" ,Deliverable Type,"-WF-",Reference Number,"-",CONCAT(IF(MONTH(Planned Completion Date)< 10,CONCAT("0")),MONTH(Planned Completion Date)),RIGHT(Planned Completion Date,2)))

Christina_Jarosz
Christina_JaroszAuthor
Level 9
January 7, 2020
Thanks Narayan - no, the HTML didnt work but I'll see if I can figure out the second suggestion. @Kristine Ross - how do you achieve that with more than one document?
D
DreadkiailiWork
Level 4
January 7, 2020
I do only have one document per project. Kristine Ross
K
KevinQu1
Level 10
January 17, 2020
Instead of the SHARECOL I'd use a single column and use CONCAT to combine the information into a single value. Either on-the-fly in the column, or more likely, have this calculation embedded in a field place on a custom form if applicable. Basically Narayan's second suggestion. ;-) Kevin Quosig
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