Is there a way to add a document folder link to a portfolio report? | Community
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May 18, 2020
Question

Is there a way to add a document folder link to a portfolio report?

  • May 18, 2020
  • 0 replies
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Ok, I hope this makes sense....I have a report that compiles a lot of specific information on a list of portfolios our system. Most of the information is from the portfolio custom form. Each portfolio has a linked folder in the documents section, that holds files relevant to that portfolio. Typically that folder is actually linked in a project, but is then accessible from the portfolio level.

I have a user who would like the portfolio report to show a view column with the portfolio's linked folder from Documents.

They would like it to act like a quick link, like you could do in an excel sheet.

I'd like to avoid creating a custom form field that holds the link, if I can.

Does anyone know if this is possible?

Or perhaps have another idea for how to meet this request?

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