We use a shared column view when looking at our documents in a project. This standardizes our marketing piece code for every piece of collateral. It's a combination of project reference number, abbreviation for division, and document reference number.
Right now, it is 216944 –PSG– 226520
However, the shared column adds in an extra space between the number and the letters. It should be 216944-PSG-226520 (no spaces)
It doesn't seem like adding quotes "-PSG-" or adding the html version of the endash gives me that result –PSG–.
I've attempted removing any extra before/after the letter and it leaves me with spaces 216944 PSG 226520
column.1.displayname=Document Piece Code
column.1.linkedname=project
column.1.namekey=view.relatedcolumn
column.1.namekeyargkey.0=project
column.1.namekeyargkey.1=referenceNumber
column.1.querysort=project:referenceNumber
column.1.sharecol=true
column.1.textmode=true
column.1.usewidths=true
column.1.valuefield=project:referenceNumber
column.1.valueformat=int
column.2.case.0.comparison.icon=false
column.2.case.0.comparison.leftmethod=DE:project:What is your line of business?
column.2.case.0.comparison.lefttext=DE:project:What is your line of business?
column.2.case.0.comparison.operator=in
column.2.case.0.comparison.operatortype=string
column.2.case.0.comparison.righttext=Corporate - Other
column.2.case.0.comparison.truetext=–CORP–
column.2.case.1.comparison.icon=false
column.2.case.1.comparison.leftmethod=DE:project:What is your line of business?
column.2.case.1.comparison.lefttext=DE:project:What is your line of business?
column.2.case.1.comparison.operator=in
column.2.case.1.comparison.operatortype=string
column.2.case.1.comparison.righttext=Government Savings
column.2.case.1.comparison.truetext=–GOV–
column.2.case.2.comparison.icon=false
column.2.case.2.comparison.leftmethod=DE:project:What is your line of business?
column.2.case.2.comparison.lefttext=DE:project:What is your line of business?
column.2.case.2.comparison.operator=in
column.2.case.2.comparison.operatortype=string
column.2.case.2.comparison.righttext=Retirement - PSG
column.2.case.2.comparison.truetext=–PSG–
column.2.case.3.comparison.icon=false
column.2.case.3.comparison.leftmethod=DE:project:What is your line of business?
column.2.case.3.comparison.lefttext=DE:project:What is your line of business?
column.2.case.3.comparison.operator=in
column.2.case.3.comparison.operatortype=string
column.2.case.3.comparison.righttext=Retirement - RPS
column.2.case.3.comparison.truetext=–RPS–
column.2.case.4.comparison.icon=false
column.2.case.4.comparison.leftmethod=DE:project:What is your line of business?
column.2.case.4.comparison.lefttext=DE:project:What is your line of business?
column.2.case.4.comparison.operator=cicontains
column.2.case.4.comparison.operatortype=string
column.2.case.4.comparison.righttext=FUT
column.2.case.4.comparison.truetext=–FUT–
column.2.displayname=LOB
column.2.linkedname=project
column.2.namekey=view.relatedcolumn
column.2.namekeyargkey.0=project
column.2.namekeyargkey.1=What is your line of business?
column.2.querysort=DE:project:What is your line of business?
column.2.sharecol=true
column.2.styledef.case.0.comparison.icon=false
column.2.styledef.case.0.comparison.leftmethod=DE:project:What is your line of business?
column.2.styledef.case.0.comparison.lefttext=DE:project:What is your line of business?
column.2.styledef.case.0.comparison.operator=in
column.2.styledef.case.0.comparison.operatortype=string
column.2.styledef.case.0.comparison.righttext=Corporate - Other
column.2.styledef.case.0.comparison.truetext=–CORP–
column.2.styledef.case.1.comparison.icon=false
column.2.styledef.case.1.comparison.leftmethod=DE:project:What is your line of business?
column.2.styledef.case.1.comparison.lefttext=DE:project:What is your line of business?
column.2.styledef.case.1.comparison.operator=in
column.2.styledef.case.1.comparison.operatortype=string
column.2.styledef.case.1.comparison.righttext=Government Savings
column.2.styledef.case.1.comparison.truetext=–GOV–
column.2.styledef.case.2.comparison.icon=false
column.2.styledef.case.2.comparison.leftmethod=DE:project:What is your line of business?
column.2.styledef.case.2.comparison.lefttext=DE:project:What is your line of business?
column.2.styledef.case.2.comparison.operator=in
column.2.styledef.case.2.comparison.operatortype=string
column.2.styledef.case.2.comparison.righttext=Retirement - PSG
column.2.styledef.case.2.comparison.truetext=–PSG–
column.2.styledef.case.3.comparison.icon=false
column.2.styledef.case.3.comparison.leftmethod=DE:project:What is your line of business?
column.2.styledef.case.3.comparison.lefttext=DE:project:What is your line of business?
column.2.styledef.case.3.comparison.operator=in
column.2.styledef.case.3.comparison.operatortype=string
column.2.styledef.case.3.comparison.righttext=Retirement - RPS
column.2.styledef.case.3.comparison.truetext=–RPS–
column.2.styledef.case.4.comparison.icon=false
column.2.styledef.case.4.comparison.leftmethod=DE:project:What is your line of business?
column.2.styledef.case.4.comparison.lefttext=DE:project:What is your line of business?
column.2.styledef.case.4.comparison.operator=cicontains
column.2.styledef.case.4.comparison.operatortype=string
column.2.styledef.case.4.comparison.righttext=FUT
column.2.styledef.case.4.comparison.truetext=–FUT–
column.2.textmode=true
column.2.valuefield=project:What is your line of business?
column.2.valueformat=customDataLabelsAsString
column.3.displayname=Doc #
column.3.linkedname=direct
column.3.namekey=referenceNumber
column.3.querysort=referenceNumber
column.3.textmode=true
column.3.valuefield=referenceNumber
column.3.valueformat=int
Can anyone see where I might need to correct my text mode? Thanks!
Christina
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Hi Christina,
I'm not sure if this will work, but it's worth a try. Try replacing everything for column 1 with:
column.1.displayname=Document Piece Code
column.1.valueformat=HTML
column.1.valueexpression={project}.{referenceNumber}
column.1.sharecol=true
And everything for column 3 with:
column.3.displayname=Doc #
column.3.valueformat=HTML
column.3.valueexpression={referenceNumber}‚‚
If this doesn't work, then what I think you will need to do is a single valueexpression that concatenates all three fields, something along these lines:
valueexpression=CONCAT({project}.{referenceNumber},"-",{project}.{DE:What is your line of business?},"-",{referenceNumber})
However, this isn't going to give you those three-character codes for the LOBs, so you'll have to embed that logic in the function where I've highlighted above. Here's an example to start with, and is likely not the best way to handle it but I'm not the best at functions:
IF({project}.{DE:What is your line of business?}="Corporate - Other","CRP")
There are a bunch of valueexpression examples on the WFPro site that you can use to learn from. Let us know how this works out for you!
Thanks,
Narayan
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We have the same need (a Document ID). How we're doing it is concatenating the values into a new field at project creation based on some if statements. That way we can reference that documentID field in any report without having to combine it ever time.
This is ours
IF(Update DocID = "Yes", CONCAT(IF(Client Category = "Existing Client, plan number in system",Plan Number,IF(Client Category ="New Client, prospective client not in system", "SLSTRN",IF (Client Category = "Groups of Plans (i.e.NADA; Institutional Groups)", Group Name,IF (Client Category = "New Plan, plan not in system", Client Number, "GEN")))), "-" ,Deliverable Type,"-WF-",Original Reference Number,"-",CONCAT(IF(MONTH(Planned Completion Date)< 10,CONCAT("0")),MONTH(Planned Completion Date)),RIGHT(Planned Completion Date,2)," (",Reference Number,")"),CONCAT(IF(Client Category = "Existing Client, plan number in system",Plan Number,IF(Client Category ="New Client, prospective client not in system", "SLSTRN",IF (Client Category = "Groups of Plans (i.e.NADA; Institutional Groups)", Group Name,IF (Client Category = "New Plan, plan not in system", Client Number, "GEN")))), "-" ,Deliverable Type,"-WF-",Reference Number,"-",CONCAT(IF(MONTH(Planned Completion Date)< 10,CONCAT("0")),MONTH(Planned Completion Date)),RIGHT(Planned Completion Date,2)))
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