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K
Kasey-Gagne
Level 5
May 11, 2021
Solved

Custom Form / Project Template Report

  • May 11, 2021
  • 3 replies
  • 1354 views

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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    Best answer by TealeMcCleaf

    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

    3 replies

    T
    TealeMcCleafAccepted solution
    Level 6
    May 11, 2021

    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

      K
      KellyFo
      Level 3
      May 11, 2021

      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.

      K
      Kasey-GagneAuthor
      Level 5
      May 11, 2021

      Thank you so much, this worked perfectly!

        K
        KellyFo
        Level 3
        May 11, 2021

        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.

        T
        TealeMcCleaf
        Level 6
        May 11, 2021

        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

        S
        SherylFo
        September 22, 2023

        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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