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SOLVED

Project Report has documents in specific folder

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Level 1

I have a report already filtered by specific project criteria and in a column of the report, I'd like to list the name of any documents in a specific folder within that project.
I can get a list of names of documents using below code, but it doesn't seem to pull in document description or folderIDs which I could use to filter out ALL documents to just get the ones in a specific folder or with a specific description.
Is there any way to just get a list of documents that meet other criteria (folder or description) to avoid getting ALL documents within a project ?

displayname=LIST
listdelimiter=<br>
listmethod=nested(documents).lists
type=iterate
valueexpression={name}
valueformat=HTML

1 Accepted Solution

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Correct answer by
Community Advisor

Hi,

 

I don't believe this is possible to do from a project report. Folders aren't referenceable from the project object to filter by.

 

An alternative approach you could take is to create a document report that is grouped by Project Name. From this type of report you can apply an exists filter that would only return documents that are in a folder with a specific name. In the example text mode below, we are only returning documents in folders called "Final Versions".

 

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=DOCFLD
EXISTS:a:documentID=FIELD:ID
EXISTS:a:folder:name=Final Versions
EXISTS:a:folder:name_Mod=eq

 

Best Regards,

Rich.

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1 Reply

Avatar

Correct answer by
Community Advisor

Hi,

 

I don't believe this is possible to do from a project report. Folders aren't referenceable from the project object to filter by.

 

An alternative approach you could take is to create a document report that is grouped by Project Name. From this type of report you can apply an exists filter that would only return documents that are in a folder with a specific name. In the example text mode below, we are only returning documents in folders called "Final Versions".

 

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=DOCFLD
EXISTS:a:documentID=FIELD:ID
EXISTS:a:folder:name=Final Versions
EXISTS:a:folder:name_Mod=eq

 

Best Regards,

Rich.