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March 6, 2025
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Document report - using text mode for owner team name

  • March 6, 2025
  • 2 replies
  • 733 views

I have a document report set up to list documents. It is filtered to show documents within a specific folder (text mode from this post: Document Report to Identify Number of Files in a Specific Folder) and project status is set to planning and current :

 

folders:name=final
folders:name_Mod=cicontains
project:status=CPL	CUR
project:status_Mod=in

Which works, but it shows ALL documents in ALL projects.I need an extra filter to show owner home team.

 

In another document report, I have project status set to planning and current and also filtered by owner home team:

owner:homeTeamID=abc123
owner:homeTeamID_Mod=in
project:status=CPL	CUR
project:status_Mod=in

This also works but doesn't show me the file I want in the specific folder, as per first example.

 

When I put the text mode together, i.e.:

owner:homeTeamID=abc123

owner:homeTeamID_Mod=in

project:status=CPL CUR

project:status_Mod=in

folders:name=final

folders:name_Mod=cicontains

 

I get nothing showing up. Where am I going wrong?

 

Thank you for any help

Best answer by skyehansen

Sorry, I think I am confusing myself. Using the first text mode, I added in the extra column you suggested which helps. I can work with this report but would now like to filter or show in column by project owner or even owner home team. I am not sure if this is possible.


it looks like you already know the text mode to change the ID to a name. I see a "project | owner ID" column you can pull in and do exactly that same thing.

 

Then, once you have it working, just copy the column and where you have the ":name" make it a ":homeTeam:name" instead.

2 replies

skyehansen
Community Advisor
Community Advisor
March 6, 2025

In your first report, can you put one more column into the view? Add the owner's home team ID as a column.

 

Once the results come up, just check and see if any of the home team IDs are "abc123". 

 

If there are line items where the home team IDs are abc123, there's something wrong with your code. If no line items exist, then there's nothing wrong with your code.

March 12, 2025

Yes I get abc123 in the column but have changed it to :name in place of ID in the text.

So I now have the document owner, but would like to try and get Project Owner in a column - is that possible in text?

skyehansen
Community Advisor
Community Advisor
March 12, 2025

I guess I am not clear about your original post when you said "I get nothing showing up". Both Sven and I focused on your filter, because we thought you were getting no results. Are you now saying that you are getting results, but need to additionally create a column to show the project owner?

Sven-iX
Community Advisor
Community Advisor
March 6, 2025

@workfrontwhiff you're code is fine. Check that the character between CPL and CUR is an actual tab character (you may have to copy/paste it from a text editor)