Report: Adding whether there is a document (yes or no) from a particular task and folder

Question

Okay, so this one may be a bit convoluted, but here's what I'm trying to do:

I need to create a report that says (true/false) if there are documents inside a task's folder. I've built a report for this, but it's pulling in all documents, not just from a specific folder. I added a field called "has documents" but that's what is pulling everything, so I know that's not right.

I have a Task Named QC. There's a folder at the QC task level called QC. I want the report to show if there are documents in that task folder. If yes, I want the report to say True (or yes) and if not, I want it to say False (or no). Perhaps with a option for "blank" - not the word, just a blank. Blank could/may indicate new project.

Let me know if you have questions...

Thank you!

Tracy

Madalyn_Destafney · Answer

Hi, try this in a TASK report, text mode filter (add any other filter you'd want first in standard mode before changing to text mode, then add this in text mode):
EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=DOCFLD
EXISTS:a:document:taskID=FIELD:ID
EXISTS:a:folder:name=[folder name here, like QC]
EXISTS:a:folder:name_Mod=cicontains

This will pull any tasks that have a doc folder named QC or whatever you put there. Then in your columns of your report, add the 'has documents' column for the T/F. Let me know if it works!

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