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AtAppDemo Tags Report

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Level 10

 

Hi Folks,

 

A couple of days ago, @RandyRoberts and I worked out native report that returns only Notes that were tagged to either the currently logged in user or a team of which they are a member. Realizing it would cover some interesting territory (e.g. snooping the API, figuring out multiple EXISTS clauses, adding a Report chart, setting Report prompts, etc.), we decided to record our session; and the whole thing turned out so well I decided to publish the video AND make the resulting report available as an AtAppStore Package for anyone reading this who'd like to deploy it to their own environment.

 

Have fun, and for those who try it out, we look forward to hearing how it works for you and your teams!

 

Regards,

Doug

 

You can watch the video here

Doug_Den_Hoed__AtAppStore_1-1696780900003.png

 

 

You can deploy if from here

Doug_Den_Hoed__AtAppStore_0-1696780759152.png

 

7 Replies

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Level 10

Thanks Doug, that was a lot of fun actually… at least for a couple 'o nerds!

This endevour was in response to Madelyne's post HERE.

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Community Advisor

You guys are rockstars! I'm trying to replicate this and running into a couple issues. Note I'm revising what I had, can't go the import route from AAS. The report pulls in updates but the Tagged row is blank.

I have I believe exact same code but I get no results. Where am I off? Column text mode:
displayname=Tagged
listdelimiter=<br>
listmethod=nested(tags).lists
textmode=true
type=iterate
valueexpression=CONCAT({user}.{name}.{team}.{name})
valueformat=HTML

I also have just pulling past 5 days, but I'm getting anytime I've been tagged. Where am I off? Does EXISTS need to be added before the entry date rows?
EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=NTAG
EXISTS:a:noteID=FIELD:ID
EXISTS:a:teamID=$$USER.teamIDs
EXISTS:a:teamID_Mod=contains
OR:1:EXISTS:a:$$EXISTSMOD=EXISTS
OR:1:EXISTS:a:$$OBJCODE=NTAG
OR:1:EXISTS:a:noteID=FIELD:ID
OR:1:EXISTS:a:userID=$$USER.ID
entryDate=$$NOW
entryDate_Mod=between
entryDate_Range=$$NOW-5d

Thanks again!

If this helped you, please mark correct to help others : )

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Level 10

The entryDate part isn't cumulative so you have to add the OR for the entry date too.

The Tags column should read

 

displayname=Tags
listdelimiter=<br>
listmethod=nested(tags).lists
textmode=true
type=iterate
valueexpression=CONCAT({user}.{name},{team}.{name})
valueformat=HTML

 

I think you have a period instead of a comma between the two concats {name},{team}

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Community Advisor

Aha, you're right about the comma/period, thanks.

I still can't get the date range correct. I added OR:EXISTS, OR:EXISTS:1, OR:EXISTS:b, OR:EXISTS:a and nothing working - one of them, forget which, pulled in all updates past 5 days, not just where I was tagged so that's why I added in the EXISTS 1/a/b/etc. scenarios. 

If this helped you, please mark correct to help others : )

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Level 10

I think your range is backwards. The entryDate should be the beginning date and the "range" date should be the "up until" date.

Like this:

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=NTAG
EXISTS:a:noteID=FIELD:ID
EXISTS:a:teamID=$$USER.teamIDs
EXISTS:a:teamID_Mod=contains
OR:1:EXISTS:a:$$EXISTSMOD=EXISTS
OR:1:EXISTS:a:$$OBJCODE=NTAG
OR:1:EXISTS:a:noteID=FIELD:ID
OR:1:EXISTS:a:userID=$$USER.ID
OR:1:entryDate=$$NOW-5d
OR:1:entryDate_Mod=between
OR:1:entryDate_Range=$$NOW
entryDate=$$NOW-5d
entryDate_Mod=between
entryDate_Range=$$NOW

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Community Advisor

Bingo! Thanks again, @RandyRoberts & @Doug_Den_Hoed__AtAppStore!

 

If this helped you, please mark correct to help others : )

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Level 10

I added "Past Year" to the filter so it wouldn't be so overwhelming.

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=NTAG
EXISTS:a:noteID=FIELD:ID
EXISTS:a:teamID=$$USER.teamIDs
EXISTS:a:teamID_Mod=contains
OR:1:EXISTS:a:$$EXISTSMOD=EXISTS
OR:1:EXISTS:a:$$OBJCODE=NTAG
OR:1:EXISTS:a:noteID=FIELD:ID
OR:1:EXISTS:a:userID=$$USER.ID
OR:1:entryDate=$$TODAY-1y
OR:1:entryDate_Mod=between
OR:1:entryDate_Range=$$TODAY
entryDate=$$TODAY-1y
entryDate_Mod=between
entryDate_Range=$$TODAY