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Level 2
October 10, 2023
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How to add grouping by document in proof report

  • October 10, 2023
  • 1 reply
  • 678 views

Hello, 

 

How can I add a grouping by document name in a proof report? I only see Document Version > File Name, but that wasn't an accepted solution by the team - they would like to see the document name/title. 

 

Thanks in advance! 

Best answer by skyehansen

You would need a little bit of text mode. I would start by selecting the Document Version > File Name, because you can repurpose a lot of the code. Once you select it, switch over to text mode (click on text mode in the upper right corner) and then everywhere that you see the word "fileName", replace it with "document:name" instead. You should end up with something like this:

group.0.linkedname=documentVersion group.0.namekey=view.relatedcolumn group.0.namekeyargkey.0=documentVersion group.0.namekeyargkey.1=document:name group.0.valuefield=documentVersion:document:name group.0.valueformat=string textmode=true

 

On top of this, I would suggest adding one more line:

group.0.displayname=Document Name

 

(that's just because I like my grouping name to be a bit tidier than what I would otherwise get.)

 

1 reply

skyehansen
Community Advisor
skyehansenCommunity AdvisorAccepted solution
October 10, 2023

You would need a little bit of text mode. I would start by selecting the Document Version > File Name, because you can repurpose a lot of the code. Once you select it, switch over to text mode (click on text mode in the upper right corner) and then everywhere that you see the word "fileName", replace it with "document:name" instead. You should end up with something like this:

group.0.linkedname=documentVersion group.0.namekey=view.relatedcolumn group.0.namekeyargkey.0=documentVersion group.0.namekeyargkey.1=document:name group.0.valuefield=documentVersion:document:name group.0.valueformat=string textmode=true

 

On top of this, I would suggest adding one more line:

group.0.displayname=Document Name

 

(that's just because I like my grouping name to be a bit tidier than what I would otherwise get.)

 

Katie-CAuthor
Level 2
October 11, 2023

This worked. Thank you so much!