Okay, so this one may be a bit convoluted, but here's what I'm trying to do:
I need to create a report that says (true/false) if there are documents inside a task's folder. I've built a report for this, but it's pulling in all documents, not just from a specific folder. I added a field called "has documents" but that's what is pulling everything, so I know that's not right.
I have a Task Named QC. There's a folder at the QC task level called QC. I want the report to show if there are documents in that task folder. If yes, I want the report to say True (or yes) and if not, I want it to say False (or no). Perhaps with a option for "blank" - not the word, just a blank. Blank could/may indicate new project.
Let me know if you have questions...
Thank you!
Tracy
Hi, try this in a TASK report, text mode filter (add any other filter you'd want first in standard mode before changing to text mode, then add this in text mode):
EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=DOCFLD
EXISTS:a:document:taskID=FIELD:ID
EXISTS:a:folder:name=[folder name here, like QC]
EXISTS:a:folder:name_Mod=cicontains
This will pull any tasks that have a doc folder named QC or whatever you put there. Then in your columns of your report, add the 'has documents' column for the T/F. Let me know if it works!
Thank you, Madalyn. I'm gonna take this back to my team to review and see if we can get this to work.
I'll let you know.
Tracy
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Hi, Madalyn.
This didn't work for us. But, thank you so much for your response. It means a lot!!!
Tracy
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Hi, are you sure you modified where I had bolded?
EXISTS:a:folder:name=[folder name here, like QC]
I had tested this on my end and it worked...
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Yeah, we did that. Maybe something else we did was off, so it didn't work as expected. We're still trying.
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