textmode for filtering custom form in template report? | Community
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SkyeHa
Level 10
September 20, 2019
Question

textmode for filtering custom form in template report?

  • September 20, 2019
  • 14 replies
  • 2033 views

Is there any text mode for filtering for a custom form in a template report if your users are using multiple custom forms?

In a project report, it would be this:

objectCategoriesMM:ID=xxxxxxxxxxxxxxxxxxxxxxxxxxxxx

objectCategoriesMM:ID_Mod=in

(i.e. filter on Categories ID)

In a template report there's nothing. I did try copying over the code in the valuefield on the view (I think it's customFormsName), as well as the textmode from the project report. But everything errors out. So can I really only filter off the primary custom form in a template report (i.e. filter on Category ID)?

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    14 replies

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    JoeSalas
    JoeSalas
    Level 3
    October 8, 2019
    This code works for to find custom form(s) featured in templates. Thank you all for posting questions, feedback and many thanks to Doug for code! Kind regards, - Joe P.S. does this giphy format work in this forum Joe Salas Logitech International SA
    A
    AdinaPi1
    Level 9
    October 24, 2019
    Doug and Barry, I tried both of your filters in a task report to find tasks that had 2 specific task forms attached with no luck. It only shows if at least one of the categories are attached. Any ideas? Adina Pierce
    B
    BarryBu2
    Level 8
    October 28, 2019
    I don't think either can be bent to work for finding Form A AND Form B. An alternative approach would be if both forms have a mandatory field, have the filter to say Field on Form a is not blank AND Field on Form B is not blank. If either (or both) don't have a mandatory field, add a calculated field to each that just calcs to 1 and use a similar approach - Form A calc >0 AND Form B calc >0 Barry Buchanan - WMA Work Management Australia
    H
    HrugDe
    Level 2
    May 26, 2020

    I'm having trouble applying this code to a Project report. I would like to filter out projects that DO NOT have a specific custom form. Any code that I found here or concocted has not worked. All of our projects have multiple custom forms attached to them and I am not sure if this is impacting this effort. This is what I've tried:

    objectCategories:categoryID=5ecc319201c4e9a0200c66fa5bd12aae

    objectCategories:categoryID_Mod=notin

    I have also played around with several versions of EXISTS/NOTEXISTS code snippets to no avail.

    Any help would be appreciated!

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