Is there a way to create a document report containing all documents in a portfolio - including documents stored in projects, issues, tasks under that portfolio? | Community
Skip to main content
ty-simpson
ty-simpson
Level 2
November 8, 2024
Question

Is there a way to create a document report containing all documents in a portfolio - including documents stored in projects, issues, tasks under that portfolio?

  • November 8, 2024
  • 1 reply
  • 592 views

I'm trying to create a report of all proofs that are related to my organization. The issue is that there are multiple portfolios where these documents are stored, and they are all stored  at different levels (Portfolio, Project, Task, Issue). The way that the Document report works currently, if filtering by portfolio, only returns documents that are stored at the portfolio level and is not inclusive of other documents that are under that portfolio but  at lower levels like Projects, Tasks and Issues are excluded using a portfolio filter. 

Is there a way where I can get a filtered document report containing all documents across all levels stored under a portfolio?

    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

    1 reply

    skyehansen
    Community Advisor
    skyehansenCommunity Advisor
    November 9, 2024

    My opinion is, you might need to specifically consider each object. If you've decided that the objects are as you listed above, then the separate filters I think you need to consider are:

    1) filter on portfolio ID

    2) filter on project portfolio ID

    3) filter on task's project portfolio ID

    4) filter on issue's project portfolio ID

     

    I hope/think that's everything, but of course it's your job to test the hypothesis. 

     

    The first 2 are the "easy filters", as they are available with the standard reporting mode. So you should be able to create filter 1 (portfolio ID = XYZ) and filter 2 (project portfolio ID = XYZ). Separate these two filters with an "OR".

     

    The last 2 you might need to use exists statements. You would/should read up on exists statements here:

    https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/text-mode/create-complex-text-mode-filters-using-exists-statements

     

    Some sample code might look like this:

     

    EXISTS:a:$$OBJCODE=TASK
    EXISTS:a:ID=FIELD:taskID
    EXISTS:a:project:portfolioID=XYZ
    EXISTS:a:project:portfolioID_Mod=in

     

    EXISTS:b:$$OBJCODE=OPTASK
    EXISTS:b:ID=FIELD:taskID
    EXISTS:b:project:portfolioID=XYZ
    EXISTS:b:project:portfolioID_Mod=in

     

    You would prepend them all with your "OR:" number. Assuming you already have the first two lined up, you should be looking at a clump that looks like this:

     

    portfolioID=XYZ
    portfolioID_Mod=in

     

    OR:1:project:portfolioID=XYZ
    OR:1:project:portfolioID_Mod=in


    OR:2:EXISTS:a:$$OBJCODE=TASK
    OR:2:EXISTS:a:ID=FIELD:taskID
    OR:2:EXISTS:a:project:portfolioID=XYZ
    OR:2:EXISTS:a:project:portfolioID_Mod=in

     

    OR:3:EXISTS:b:$$OBJCODE=OPTASK
    OR:3:EXISTS:b:ID=FIELD:taskID
    OR:3:EXISTS:b:project:portfolioID=XYZ
    OR:3:EXISTS:b:project:portfolioID_Mod=in

     

    Please note, I do not test my sample code, it's just provided as a suggestion.

      Terms & ConditionsAccessibility statement

      Loading footer...