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SOLVED

Change of Company ID to Company Name in Document Report ?

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Level 10

Hi

Created "Document Type" report, in 2 Grouping added --> Owner Company Id and Current Version Entry Date

Tried to change Company ID to Company Name, however no success, Any suggestions????

Even I tried to change in text mode under grouping from companyid to company name, but no success.

Adding here for your kind reference;

Kundanism_1-1693985189475.png

 

 

Kundanism_0-1693985092183.png

Best regards,

 

1 Accepted Solution

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Correct answer by
Community Advisor

as a workaround:

add calculated custom field on user object:

{company}.{name}

use this newly created field for grouping.

 

To make this answer more complete, while text mode groupings are available, they won't work in charts (I'm 99% sure I've asked support about this).

If you don't want or cannot use custom field you can try this text mode grouping:

group.0.groupdatesby=WY
group.0.linkedname=direct
group.0.namekey=entryDate
group.0.notime=false
group.0.valuefield=entryDate
group.0.valueformat=atDateAsWeekString
group.1.name=
group.1.valueexpression={owner}.{company}.{name}
group.1.valueformat=string
textmode=true

with this as a result:

Rafal_Bainie_1-1694004155179.png

in chart you will still see company ID unfortunately.

 

 

View solution in original post

2 Replies

Avatar

Correct answer by
Community Advisor

as a workaround:

add calculated custom field on user object:

{company}.{name}

use this newly created field for grouping.

 

To make this answer more complete, while text mode groupings are available, they won't work in charts (I'm 99% sure I've asked support about this).

If you don't want or cannot use custom field you can try this text mode grouping:

group.0.groupdatesby=WY
group.0.linkedname=direct
group.0.namekey=entryDate
group.0.notime=false
group.0.valuefield=entryDate
group.0.valueformat=atDateAsWeekString
group.1.name=
group.1.valueexpression={owner}.{company}.{name}
group.1.valueformat=string
textmode=true

with this as a result:

Rafal_Bainie_1-1694004155179.png

in chart you will still see company ID unfortunately.

 

 

Avatar

Level 10

Thanks Rafal

It works in detail, as you mentioned it does not work in chart. Still trying to figure out this one. Thanks again for sharing this text mode.