Pulling a project level report that can be filtered or have a column by folder names | Community
Skip to main content
TimothyBr
TimothyBr
Level 4
February 5, 2024
Solved

Pulling a project level report that can be filtered or have a column by folder names

  • February 5, 2024
  • 2 replies
  • 624 views

Hello community! 

Is there a way for me to pull a report that shows all the folder names as a column in projects? Also, as another layer, can I add a filter to only show projects that have certain folders? 

 

Thanks!

This post is no longer active and is closed to new replies.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

hi, if you look at the API explorer (projects and documents collections tabs) there's not a way to do this.

Even a solution using an exists statement is a little restrictive, since it will not report on empty folders -- it relies on there being a document in the folder in order to make the filter work (see the line stating that the document's project ID is equal to the ID). If you were interested in reporting on folders that didn't have files already in them, the filter wouldn't work. As long as you're only interested in reporting on occupied folders, you're probably ok... probably. (I'd recommend you run some tests on sub folders to be sure)

Similarly a view probably isn't possible, since first you'd need to report on a collection of a collection (folders are a collection of a file) and this is the unpossible part. And second -- you would also need there to be an uploaded file.

2 replies

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
February 5, 2024

Hi there, I haven't messed with this to check but for your second question - in a project report, add this text mode as a filter to pull in projects that includes a certain folder:
EXISTS:a:$$EXISTSMOD=NOTEXISTS
EXISTS:a:$$OBJCODE=DOCFLD
EXISTS:a:document:projectID=FIELD:ID
EXISTS:a:folder:name=TYPE YOUR PARTICULAR FOLDER NAME HERE
EXISTS:a:folder:name_Mod=cicontains

Or if you need to check for 2 folders:
OR:1:EXISTS:a:$$EXISTSMOD=NOTEXISTS
OR:1:EXISTS:a:$$OBJCODE=DOCFLD
OR:1:EXISTS:a:document:projectID=FIELD:ID
OR:1:EXISTS:a:folder:name=TYPE FOLDER 1 NAME HERE
OR:1:EXISTS:a:folder:name_Mod=cicontains
OR:2:EXISTS:a:$$EXISTSMOD=NOTEXISTS
OR:2:EXISTS:a:$$OBJCODE=DOCFLD
OR:2:EXISTS:a:document:projectID=FIELD:ID
OR:2:EXISTS:a:folder:name=TYPE FOLDER 2 NAME HERE
OR:2:EXISTS:a:folder:name_Mod=cicontains

If this helped you, please mark correct to help others : )
skyehansen
Community Advisor
skyehansenCommunity AdvisorAccepted solution
February 6, 2024

hi, if you look at the API explorer (projects and documents collections tabs) there's not a way to do this.

Even a solution using an exists statement is a little restrictive, since it will not report on empty folders -- it relies on there being a document in the folder in order to make the filter work (see the line stating that the document's project ID is equal to the ID). If you were interested in reporting on folders that didn't have files already in them, the filter wouldn't work. As long as you're only interested in reporting on occupied folders, you're probably ok... probably. (I'd recommend you run some tests on sub folders to be sure)

Similarly a view probably isn't possible, since first you'd need to report on a collection of a collection (folders are a collection of a file) and this is the unpossible part. And second -- you would also need there to be an uploaded file.

Terms & ConditionsAccessibility statement

Loading footer...