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Save text mode columns and groupings for future use

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Community Advisor

9/4/18

Very often I will figure out the text mode for a report's column or grouping and then days, weeks, sometimes months later someone else will need that same text mode for their report and I have to spend 15 minutes going through the reports I think might have used it to pull that code and put in a new report. Ideally if I have already created it in a report I should be able to pull it from the prompts just like anything else.

Maybe it becomes a new section at the bottom of the prompt called system text modes?

For example I had a project report that pulls a collection of task name and assignment into the report. Every time I need to make a new report and pull that same column I have to open that report and copy it. I did finally create a Word document to house the codes but I wish it lived in WF so other admins also had access to it easily.

1 Comment

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Level 7

1/29/21

I know this is an old post, but I wanted to throw something out there. I created a project for text mode reporting examples. I name the task according to what the text mode is for and group the tasks under parents named according to the topic (ie Projects, tasks, requests, users, etc)


I then paste my text mode in the update feed and add the names / links to reports where I have used in the description.


I display all of this on a report to easily see text mode topics (parents) with specific subjects (task names), last note (text mode to use) and description (where the text mode has been used)


This has made my life way easier!