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ShawnMe
Level 3
August 14, 2025
Question

Simplified list in a report column.

  • August 14, 2025
  • 2 replies
  • 420 views

In a project report, is there a way to create a column that lists either the documents that are not in a sub-folder, or those in one particular folder?  For example, if we have a folder common to all projects (call it Final) and the project report column lists only documents found in that folder for each project in the report.

 

I know that listmethod=nested(documents).lists will include all documents in the documents folder.  I also tried listmethod=documents.lists, but that appears to do the same thing.  Do I need to use something other than type=iterate?

 

Thanks!

 

Shawn

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2 replies

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
August 14, 2025

This may be a variation of what you're looking for but it could get ideas going. In a project report, you can include this text mode for a report filter to only pull projects that has docs within the folder you want. Seems like that would help if you're only after projects with docs in the Final folder? Or you can change EXISTS in top row to NOTEXISTS if you want it to find projects that have no docs in that folder. Of course add any other relevant filters in standard mode first then change to text mode to add this:

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=DOCFLD
EXISTS:a:document:projectID=FIELD:ID
EXISTS:a:folder:name=YOUR FOLDER NAME HERE
EXISTS:a:folder:name_Mod=cicontains

If this helped you, please mark correct to help others : )
    S
    ShawnMeAuthor
    Level 3
    August 14, 2025

    Thanks Madalyn, but the report already pulls the necessary projects in via other criteria.  The user is looking to fine tune the documents list column so they don't have to search through a longish list to figure out whether the final files are included for those particular found projects.  The understanding is that all projects that fit the report's search criteria would have the specific folder.

    kautuk_sahni
    Community Manager
    kautuk_sahniCommunity Manager
    Community Manager
    September 1, 2025

    @shawnme just checking in! Were you able to get this resolved? If one of the replies above helped—whether it completely solved the issue or simply pointed you in the right direction—marking it as accepted can make it much easier for others with the same question to find a solution. And if you found a different way to fix it, sharing your approach would be a great contribution to the community. Your follow-up not only helps close the loop but also ensures others benefit from your experience. Thanks so much for being part of the conversation!

    Kautuk Sahni
    S
    ShawnMeAuthor
    Level 3
    September 2, 2025

    Hi @kautuk_sahni,

     

    No solution has been proffered. Perhaps there is none?

     

    Shawn

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