Need Text Mode Help with Document Version Report Filtering on Task Custom Field | Community
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JamesM-MERGE
December 13, 2022
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Need Text Mode Help with Document Version Report Filtering on Task Custom Field

  • December 13, 2022
  • 1 reply
  • 718 views

I'm hoping some of the Text Mode experts can assist here.

I have a document version report that is pulling a Task level custom field into a column with some formatting.

I ultimately need to write the Text Mode for this Task custom field to use as a custom prompt on this report, but I understand that the easiest way is to create the filter, then copy that as one-line into the custom prompt.

 

Here is my column text mode:
displayname=Proof Designation
linkedname=document
namekey=view.relatedcolumn
namekeyargkey.0=document
namekeyargkey.1=taskID
querysort=document:task:DE:Proof Designation
styledef.case.0.comparison.icon=false
styledef.case.0.comparison.leftmethod=document:task:DE:Proof Designation
styledef.case.0.comparison.lefttext=document:task:DE:Proof Designation
styledef.case.0.comparison.operator=in
styledef.case.0.comparison.operatortype=string
styledef.case.0.comparison.righttext=84.51 Internal KCS Internal Promo Execution Internal
styledef.case.0.comparison.trueproperty.0.name=bgcolor
styledef.case.0.comparison.trueproperty.0.value=def6e2
styledef.case.0.comparison.truetext=
styledef.case.1.comparison.icon=false
styledef.case.1.comparison.leftmethod=document:task:DE:Proof Designation
styledef.case.1.comparison.lefttext=document:task:DE:Proof Designation
styledef.case.1.comparison.operator=in
styledef.case.1.comparison.operatortype=string
styledef.case.1.comparison.righttext=84.51 External KCS External Promo Execution External
styledef.case.1.comparison.trueproperty.0.name=bgcolor
styledef.case.1.comparison.trueproperty.0.value=eac6c9
styledef.case.1.comparison.truetext=
textmode=true
valuefield=document:task:DE:Proof Designation
valueformat=HTML

I found this article:Filtering Task Status in a Document Version Report, and feel I am very close with this text mode filter:
EXISTS:A:$$OBJCODE=DOCU
EXISTS:A:DE:Proof Designation=KCS External
EXISTS:A:DE:Proof Designation_Mod=eq
EXISTS:A:ID=FIELD:documentID
document:taskID_Mod=notblank
enteredByID=[my user ID]
enteredByID_Mod=in
isCurrentVersion=true
isCurrentVersion_Mod=eq
proofName_Mod=notblank

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Best answer by skyehansen

I think if you think your filter is close the only other thing you'll want to do is specify that the field is on the task, not the document. So for your red DE lines, just change those over to read

DE:task:Proof Designation

 

1 reply

skyehansen
Community Advisor
skyehansenCommunity AdvisorAccepted solution
Community Advisor
December 14, 2022

I think if you think your filter is close the only other thing you'll want to do is specify that the field is on the task, not the document. So for your red DE lines, just change those over to read

DE:task:Proof Designation

 

JamesM-MERGE
December 14, 2022

Thank you @skyehansen !