Documents report filtered on location folder?
I would like to create a document report (or project report) that allows to filter if any documents exist in a specific custom folder.
Is this possible?
I would like to create a document report (or project report) that allows to filter if any documents exist in a specific custom folder.
Is this possible?
Hi Christina,
Using an EXISTS filter, you could produce a Document report that only returns documents in a folder with a specific folder name. The following text mode would enable you to do this.
EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=DOCFLD
EXISTS:a:documentID=FIELD:ID
EXISTS:a:folder:name=The Name Of Your Doc Folder Here
EXISTS:a:folder:name_Mod=eq
If it is a very specific folder you are looking at, I would also add an additional filter rule to only look at documents on a specific project or task . This will ensure that if there are other document folders in your instance that are named the same, those documents appear in your report.
Best Regards,
Rich.
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