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scolt
June 1, 2023
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Requested By on Document Report?

I'm trying to add either the name of the person who originally made a request, the field would be an Issue Primary Content or the Requested By, on a document report. Does anyone have insight on how to do this?

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Richard_Le_
Richard_Le_Accepted solution
Community Advisor
June 1, 2023

Hi,

 

Using the following text mode in a view on a document report should do it. 

 

 

displayname=Issue Owner linkedname=opTask namekey=view.relatedcolumn namekeyargkey.0=opTask namekeyargkey.1=owner namekeyargkey.2=name querysort=opTask:owner:name textmode=true valuefield=opTask:owner:name valueformat=HTML

 

 

Best Regards,

Rich. 

 

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4 replies

Richard_Le_
Community Advisor
Richard_Le_Community AdvisorAccepted solution
Community Advisor
June 1, 2023

Hi,

 

Using the following text mode in a view on a document report should do it. 

 

 

displayname=Issue Owner linkedname=opTask namekey=view.relatedcolumn namekeyargkey.0=opTask namekeyargkey.1=owner namekeyargkey.2=name querysort=opTask:owner:name textmode=true valuefield=opTask:owner:name valueformat=HTML

 

 

Best Regards,

Rich. 

 

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    MattMc2
    Level 5
    June 6, 2023

    In addition to the above I'd add the following columns:

    Entered By (shows who originally entered the request - often the same as the owner)

    valuefield=opTask:enteredBy:name linkedname=opTask valueformat=HTML displayname=Entered By namekey=view.relatedcolumn textmode=true namekeyargkey.0=opTask namekeyargkey.1=enteredByID querysort=opTask:enteredBy:name

    Document Requested By (shows who requested the uploaded doc, if anyone)

    displayname=Doc Requested By linkedname=documentRequest namekey=view.relatedcolumn namekeyargkey.0=documentRequest namekeyargkey.1=requestorID querysort=documentRequest:requestor:name textmode=true valuefield=documentRequest:requestor:name valueformat=HTML

     

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      RhondaGayleTX
      RhondaGayleTX
      Level 5
      February 14, 2024

      Great info! Do you have an easy way to filter by Request owner info, such as "isActive" or "State" from the user address that you can share? 

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