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Report Creation by Custom Form

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5/25/22

The ability to create a report by custom form would be greatly useful to improve efficiency and reduce erroneously selecting the wrong columns or missing a column.


The idea is that if I want a report that shows custom form 1 (issue and project object). I can select I want an issue report that pulls in all selectable fields as columns from custom form 1. This report would still have the same capabilities instead the creation mechanism allows room for columns to be "prepopulated" by custom form indication.

4 Comments

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Employee

3/7/23

Hi @Karlton_Harrison ,

 

When you're at Summit, if you have Wednesday afternoon available, stop by our booth (Content Supply Chain/Workfront), and we can discuss this in a bit more depth so we can understand what your needs are.  Maybe we'll grab a product person for you to chat with as well. 

 

Cheers,

 

Ewan

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3/7/23

 

Hi @Karlton_Harrison,

 

I can get you part of the way towards your goal:

 

  • try our free Excel Updater Generator solution
  • select a custom form of interest and run it
  • in addition to the Excel File that it creates for the Excel Updater, it creates a text file
  • download the latter, which lists all of the built in object fields AND all of the parameters on the custom form
  • edit the file to remove but the ID, Name, and DE parms
  • paste the results as textmode into a view (or report) and save
  • presto: all of the parameters are instantly added, in order

 

Regards,

Doug