Hey all... I'm sort of a newbie when it comes to creating Document reports. I need to create one that shows what documents are uploaded in a defined folder (I was hoping contains value type, in the filter. And hopefully restrict the results based on the Task/Project level so that it only returns documents from the project that's open.... as I was going to attach this report to a dashboard and then with-in the custom template as a tab... wait a minute this seems "impossible" as I'm typing this out :-/ JohnSeitz ESPN
Topics help categorize Community content and increase your ability to discover relevant content.
Hi John, I'm not sure why, but the way the data is structured, folders are a collection on a document. This makes it a lot harder to do filtering. I had an idea to do a Document Folder report with a collection of documents with the info you needed, but I looked and you can't do a document folder report. :( So I'm not sure you are going to be able to get what you want. I'm sorry. Anthony Imgrund FCB
I eat impossible for breakfast :)
Document folders are a collection on the document, ie one document can be in multiple folders.
To show the folders that a document is in, add this column to a document report:
listdelimiter=< p >
To show documents located in a specifically named folder:
EXISTS:a:folder:name=Final EXISTS:a:folder:name_Mod=cicontains -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource - 2018 Workfront Services Partner of the Year Phone: (484) 505-6855 site: www.capabilitysource.com email: firstname.lastname@example.org - we simplify your work so you can run your business -
Connie, This is great information. I've cataloged the text mode in the WFPro site for: "https://wf-pro.com/textmode/text-mode-views-collections/#show-document-folder">Document Folder Name (Collection in Document Report) "https://wf-pro.com/textmode/text-mode-filters-exists-notexists/#documents-in-folder-named">Documents With Folder Name (EXISTS MOD) Thanks, Narayan