Within a project, I have been able to include the following textmode in a custom view to see the document source, but I would also like the ability to group by as well.
Custom textmode in View for Document Source
descriptionkey=sourceobject
displayname=Document Source
link.linkproperty.0.name=ID
link.linkproperty.0.valuefield=referenceObjID
link.linkproperty.0.valueformat=string
link.lookup=link.view
link.nestedobjcode=string(referenceObjCode)
link.nestedobjid=string(referenceObjID)
link.valuefield=referenceObjCode
link.valueformat=val
namekey=sourceobject.abbr
stretch=0
textmode=true
valuefield=referenceObjectName
valueformat=HTML
width=151
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The below will group first by the kind of object to which the documents are attached (were they added directly to the project, or one of its tasks, or one of its requests); then by the item it was attached to:
group.0.displayname=Attached To
group.0.valueexpression=IF({docObjCode}="OPTASK","Requests",IF({docObjCode}="TASK","Tasks",IF({docObjCode}="PROJ","Project",IF({docObjCode}="PRGM","Program",IF({docObjCode}="PORT","Portfolio",{docObjCode})))))
group.0.valueformat=HTML
group.1.displayname=On
group.1.valuefield=referenceObjectName
group.1.valueformat=HTML
textmode=true
If you don't want the initial grouping of Project/Task/Request, you can use this:
group.0.displayname=Source
group.0.valuefield=referenceObjectName
group.0.valueformat=HTML
textmode=true
Hi - I think you might be out of luck. I looked at the API explorer and it has a flag of "Not Groupable" 😞
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Aw that makes me very 😢 thank you for trying @Anthony Imgrund‚
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The below will group first by the kind of object to which the documents are attached (were they added directly to the project, or one of its tasks, or one of its requests); then by the item it was attached to:
group.0.displayname=Attached To
group.0.valueexpression=IF({docObjCode}="OPTASK","Requests",IF({docObjCode}="TASK","Tasks",IF({docObjCode}="PROJ","Project",IF({docObjCode}="PRGM","Program",IF({docObjCode}="PORT","Portfolio",{docObjCode})))))
group.0.valueformat=HTML
group.1.displayname=On
group.1.valuefield=referenceObjectName
group.1.valueformat=HTML
textmode=true
If you don't want the initial grouping of Project/Task/Request, you can use this:
group.0.displayname=Source
group.0.valuefield=referenceObjectName
group.0.valueformat=HTML
textmode=true
Thank you so much William!
Worked as I had hoped.
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