Solved
Filter Project Document Approvals by Project Portfolio
Good morning -
I'm trying to get a report that shows Document Approvals for documents on a project filtered by the project's portfolio. I haven't quite mastered text mode filtering yet.
Richard_Le_Accepted solution
Community Advisor
May 8, 2024
Hey,
In a Document Approval report, the following text mode filter would do it:
EXISTS:1:$$EXISTSMOD=EXISTS
EXISTS:1:$$OBJCODE=DOCU
EXISTS:1:ID=FIELD:documentID
EXISTS:1:project:portfolioID=**INSERT PORTFOLIO ID HERE**
EXISTS:1:project:portfolioID_Mod=in
Just replace **INSERT PORTFOLIO ID HERE** with the ID of your portfolio and this should work.
If you need to filter to a specific project within that portfolio, the code would look like this:
EXISTS:1:$$EXISTSMOD=EXISTS
EXISTS:1:$$OBJCODE=DOCU
EXISTS:1:ID=FIELD:documentID
EXISTS:1:project:portfolioID=**INSERT PORTFOLIO ID HERE**
EXISTS:1:project:portfolioID_Mod=in
EXISTS:1:projectID=**INSERT PROJECT ID HERE**
EXISTS:1:projectID_Mod=in
And obviously just insert the project ID where indicated
Best Regards,
Rich.