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Tvasilovic
Tvasilovic
Level 3
April 17, 2023
Solved

Individual Documents status icon for Project Report

  • April 17, 2023
  • 3 replies
  • 1225 views

Has this been addressed? I can't find anything.

 

I am creating a Project Report. I want a little document icon that links to the Documents area, the "status icons" do this but there are 5 icons in the tile and some of these are irrelevant to the Projects I am creating the report for. It would be nice to have just the "documents" icon from this tile all by itself. It seems that currently there is no way to have this.

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Best answer by Tvasilovic

Hello @rafal_bainie and @randyroberts !

Thank you both for your replies and suggestions! You made me really dig deeper. I really wanted a single column solution, I liked the the calculated field approach but the user group I am working with is unreliable at present to ensure that this would get associated to all projects- and the need for this column on a report isn't worth the battle.  After some trial and error here's what I have come up with for a single column solution that only requires the existing Project data. If a Project Has Documents, show a link to the Project Documents:

displayname=Documents
textmode=true
valueexpression=IF({hasDocuments},CONCAT("https://{domain}.my.workfront.com/project/",{ID},"/documents"))
valueformat=HTML

 

thanks for the help!

 

3 replies

RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
April 17, 2023

In a Project report, create a new column called "Has Documents" and select "has documents" from the add column wizard. Then go to advanced oprions and create a rule that displays an icon if there is documents. It isn't a link but you can create a link in a report as well.

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.

    Rafal_Bainie
    Community Advisor
    Rafal_BainieCommunity Advisor
    Community Advisor
    April 18, 2023

    I go with 2 step approach:

    1. custom calculated field e.g. "Documents" with this formula:

     

    CONCAT("https://[your instance].my.workfront.com/",{ID},"documents")

     

    2. in the report use this custom column:

     

    displayname=Documents link.url=customDataLabelsAsString(Documents) textmode=true valueexpression=IF(ISBLANK({DE:Documents}),"","Documents") valueformat=HTML

     

    I hope I didn't miss anything

     

      RandyRoberts
      Community Advisor
      RandyRobertsCommunity Advisor
      Community Advisor
      April 18, 2023

      Thanks Rafal, That's the 2nd part of the solution Tvasilovic was looking for. So now there's a column for "Does the project have documents?" and a column to link to them.

      Tvasilovic
      TvasilovicAuthorAccepted solution
      Level 3
      April 20, 2023

      Hello @rafal_bainie and @randyroberts !

      Thank you both for your replies and suggestions! You made me really dig deeper. I really wanted a single column solution, I liked the the calculated field approach but the user group I am working with is unreliable at present to ensure that this would get associated to all projects- and the need for this column on a report isn't worth the battle.  After some trial and error here's what I have come up with for a single column solution that only requires the existing Project data. If a Project Has Documents, show a link to the Project Documents:

      displayname=Documents
      textmode=true
      valueexpression=IF({hasDocuments},CONCAT("https://{domain}.my.workfront.com/project/",{ID},"/documents"))
      valueformat=HTML

       

      thanks for the help!

       

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