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SOLVED

How to add grouping by document in proof report

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Level 2

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! 

1 Accepted Solution

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Correct answer by
Community Advisor

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.)

 

View solution in original post

2 Replies

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Correct answer by
Community Advisor

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.)