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Documents report filtered on location folder?

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Level 9

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?

2 Replies

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Community Advisor

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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Level 3

Hi Richard,

 

Is it similarly possible to apply a grouping to a report by project document folder?

 

thanks

 

Jonathan