How do I filter a Report to only show projects that include a particular Custom Form and in that report display the info from that Custom Form? | Community
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ChrisMc4
ChrisMc4
Level 2
August 17, 2021
Solved

How do I filter a Report to only show projects that include a particular Custom Form and in that report display the info from that Custom Form?

  • August 17, 2021
  • 2 replies
  • 1730 views

We have a Custom Form - Media Metadata - the info goes along with ALL videos produced by our internal Agency. Producers add Links, Business area info, Duration, Media Library info, etc... This form is an archive record.

We are trying to set this process up in WF and use this Media Metadata custom form as an attachment to the projects that have Video as a deliverable. Once the Project is almost complete, one of the last steps is for Producers to fill out the Media Metadata form.

Once they start to fill these out, we need to be able create a report of all Video Projects that have this form attached and be able to show all of the data the custom form captured.

Tried Custom form Report, but that only reports on the custom forms we have created. In a Project Report, I'm having a hard time figuring out how to filter on that form. I don't want to see other projects that don't have that custom form.

I feel like this is an easy thing and I'm missing the right menu option or something.

Thanks,

Chris

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    Best answer by Ali_Pentico

    In a project report, you can use the filter Categories >> ID. Then you can add in the name of the custom form you want to filter by. The 'Categories' object will look at all of the custom forms that are applied to the project. It's always a tricky one to remember that custom forms are known as categories. Hope that helps!

    2 replies

    M
    maura-k
    Level 3
    August 17, 2021

    You should be able to create a Document report to filter by and include all the fields from the custom form. You can also pull the project name that the document is on and either sort or group (you may not be able to group by that field... there are some things I have not been able to group by) to see all the data you want.

    If you have multiple videos on a project, you can also put that report on a Dashboard and add the Dashboard as a Custom Section on your projects so you can compare the metadata on all videos directly from the project. It also lets you edit the form from the report which we have been using to save a lot of time!

      ChrisMc4
      ChrisMc4Author
      Level 2
      August 24, 2021

      Thanks for the info - I will try the Dashboard custom section for sure. Chris

      Ali_Pentico
      Ali_PenticoAccepted solution
      Level 2
      August 23, 2021

      In a project report, you can use the filter Categories >> ID. Then you can add in the name of the custom form you want to filter by. The 'Categories' object will look at all of the custom forms that are applied to the project. It's always a tricky one to remember that custom forms are known as categories. Hope that helps!

        ChrisMc4
        ChrisMc4Author
        Level 2
        August 24, 2021

        Thanks! That did the trick! Chris

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