How to make a report with multiple rows that is filled in by the users and is unlimited? | Community
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JillAc
Level 10
September 3, 2020
Question

How to make a report with multiple rows that is filled in by the users and is unlimited?

  • September 3, 2020
  • 2 replies
  • 1188 views

I am in an urgent crisis trying to solve this problem. I have 50 Word documents that need to be shared as ONEDRIVE files so that multiple people can edit the Word files. I want to make a tab in the project that will link to a report that can list all the files each in a row, and where the user can paste the share link to each of the 50 files.

I know how to make a Task report that will do that, but then only one row appears on each project. How do I make a report with 50 blank rows for users to enter their document links? Is this even possible?

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    2 replies

    A
    AdinaPi1
    Level 9
    September 3, 2020

    Would a project with 50 tasks work? Then you can create a task report and filter on that project.

    J
    JillAcAuthor
    Level 10
    September 3, 2020
    That is an interesting idea thank you! I did subsequently discover that about a week ago WF introduced a OneDrive integration! If my IT department is able to figure it out, that is the answer to all my dreams and more. Here’s hoping!
    J
    JillAcAuthor
    Level 10
    September 4, 2020
    Hi It’s 50 separate Word documents that they save on their OneDrive and then each will need editing by a copywriter. They don’t need Save As, just original documents that they will save on their personal OneDrives and hopefully Add Document to a folder and voila, I hope. I’m not understanding what you mean by making a template with the documents in it?
    C
    ChuckMi1
    Level 2
    September 3, 2020

    Jill, here's an idea, if I understand what you need. This is a little rough, but might meet your urgent need.

    You could create an issue report. Maybe call it "Shared Links", and only put two columns in the view: a name column and a URL column. Change the header title on the URL column to "Shared Links".

    Put a filter in there to exclude any issues you might already have in your project. If you're not using issues on these projects you can leave the filter blank.

    Save the report and then add it to a new dashboard you name "Shared Links", then add this to your project as a custom section (in New Workfront Experience) or a custom tab (in Classic). You can create 50 issues in the project. Maybe name the each something like "Put document name here". Your report will show all 50 issues as separate rows which you can inline edit to supply the document name and the shared link url.

    I hope this is helpful. Let me know if I need to explain it better.

      J
      JillAcAuthor
      Level 10
      September 3, 2020
      Oh that is an interesting solution. We don’t use Issues in projects and I’ve even taken that tab off everyone’s view because my users find it confusing. I can play with this for sure. Thanks!
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