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cma1
September 28, 2023
Question

Group document report by portfolio and program

  • September 28, 2023
  • 1 reply
  • 529 views

I am trying to create a document report for approvals and I want to be able to group the documents by Portfolio (event) then Program (campaign); these docs are all hosted in projects under the portfolio/program. I can't access these field options in the document report so I tried playing around with text mode. However when I try to reference the portfolio/campaign tied to the document's project I get No Value for everything. Below is what I tried to just get the portfolio name to group/show in the report.

 

group.0.displayname=Event
group.0.linkedname=portfolio
group.0.namekey=view.relatedcolumn
group.0.namekeyargkey.0=portfolio
group.0.namekeyargkey.1=name
group.0.valuefield=documentVersion:document:project:portfolio:name
group.0.valueformat=string
textmode=true

 

 

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1 reply

NicholeVargas
Adobe Employee
NicholeVargasAdobe Employee
Adobe Employee
October 2, 2023

@cma1 If you are starting with a Document report, you can add the following text mode grouping to organize the results by Portfolio followed by Program. 

group.0.displayname=Portfolio
group.0.valuefield=project:portfolio:name
group.0.valueformat=HTML
group.1.displayname=Program
group.1.valuefield=project:program:name
group.1.valueformat=HTML
textmode=true

If you are starting with a Document Approval report, you have to go through the Document table first, so the text mode for that is below.

textmode=true
group.0.displayname=Portfolio
group.0.valuefield=document:project:portfolio:name
group.0.valueformat=HTML
group.1.valueformat=HTML
group.1.valuefield=document:project:program:name
group.1.displayname=Program

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