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Report on Custom Forms with ability to bulk add a custom form from the report

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Level 9

08-03-2018

I have a situation where in some cases I need to remove a custom form from a bunch of projects and once, I also need to add a custom form to a bunch of projects at once. This is not possible unless they all already have the custom form attached, but I don't always know if they do unless I have a report that can show me a specific field populated. It's not always populated so that doesn't tell me if the form is attached or not.

3 Comments

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Level 10

09-03-2018

From a project report add a custom column with this text mode. It will show you all the custom forms attached to those projects. From there just search via browser to highlight. Let me know if this helps.

displayname=
linkedname=direct
namekey=category.name
textmode=true
tile.name=component.objectcategories
valuefield=customFormsNames
valueformat=HTML
viewalias=category.name

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Level 7

10-07-2018

That custom column will get the job done, but when you 7,604 projects to search it gets a little tedious. I tried all kinds of text mode filters, and it seems like some of the text mode modifiers do not work. In returns only the items with the form, but notin does not return the inverse.

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Level 3

31-05-2019

Would also like to know how to sort which projects "do not" have a custom form attached, so it can be easily added to just those projects.