I've a "Document report" but need to add a column with the "Project Owner Name"

Question

Hi! I was about to send this question to support but though of checking with the community first.

I created a "Document Report" so we can view all the documents the team has uploaded to our WF Projects since Jan 1st 2024. The team needs this report to review the documents and download what they want to keep since this team is migrating into another tool, so they want to create a library with 2024 documents they want to keep after the migration is completed.

They're asking me for the report to include the Project Owner name, but since the report is a Document Report, the only "Owner: Name" available is the owner of the document, but what I need is for the Project Owner Name to have its own column, so managers can filter the report by their name and find the Projects/Documents associated with the projects owned by them only.

But the only "Project Owner" I can find is "ID", and that only shows a long number. I need the column to show the Project Owner Name.

How can I do that? and FYI, I have no experience with "text mode" so I'm not sure where to start if that's the way to go.

Thank you!

TerryHy · Accepted Answer

On the Document Report, go ahead and add the Project --> Owner ID column. Once you have added the column, click on Switch to Text Mode. Then, click on “Edit Text Mode”, and where you see “ID” switch it to “:name”. See bolded text below.

valuefield=project:owner:name

querysort=project:owner:name

valueformat=HTML

linkedname=project

namekey=view.relatedcolumn

namekeyargkey.0=project

namekeyargkey.1=owner:name

This will show the Project Owner name in that column.

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