Hi there! I'm trying to create a view or report that will show me which custom forms are tied to each of our project templates (vise versa) and can't seem to figure out a solution. Is this possible?
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Hi Kasey -
You can use this textmode code on a Template report to show all custom forms associated with each template.
displayname=Custom Forms
linkedname=direct
namekey=category.name
tile.name=component.objectcategories
valuefield=objectcategoriesNamesString
valueformat=HTML
viewalias=category.name
Hope this helps,
Teale
Hi Kasey -
You can use this textmode code on a Template report to show all custom forms associated with each template.
displayname=Custom Forms
linkedname=direct
namekey=category.name
tile.name=component.objectcategories
valuefield=objectcategoriesNamesString
valueformat=HTML
viewalias=category.name
Hope this helps,
Teale
It it possible that you have code that can also show us who the project is shared with once a template is converted to a project? I see the code for "template shared with", but would really like to be able to see who the project is shared with in a report, too, instead of having to open each one and see.
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Thank you so much, this worked perfectly!
It it possible that you have code that can also show us who the project is shared with once a template is converted to a project? I see the code for "template shared with", but would really like to be able to see who the project is shared with in a report, too, instead of having to open each one and see.
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Hi Kelly,
You can see who the project is shared with in a project report by pulling the "Shared With" field into a new column.
Hope this helps,
Teale
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Is it possible to view the Project sharing on a template report?
I went through the exercise of grabbing the text mode from the project report, to see if I could adapt it. But the issue is, I don't know how to clarify that it's the project component I'm trying to see the sharing for and not the template component.
Here's the code I got from Project report_Template_Shared with:
viewalias=template:shared
displayname=
linkedname=template
namekey=view.relatedcolumn
namekeyargkey.0=template
namekeyargkey.1=shared
valuefield=template:sharedListString
valueformat=HTML
tile.name=component.sharedList
I have a column called Template Sharing on the template report and the code is almost identical:
displayname=Template Sharing
linkedname=direct
namekey=shared
tile.name=component.sharedList
valuefield=sharedListString
valueformat=HTML
viewalias=shared
Let me know if you have any insights on how to achieve this.
Thanks,
Admin_SF
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