Report: Programs without Specific Projects

[KristofferMi1]

Brand new to Workfront and learning the different complexities of the reporting.  Is it possible to create a report (or view) that only shows Programs that do not have a project with the word "Planogram" within it? I believe I'll need to use Text Mode for creating this filter, but wasn't successful when I used the below. 

EXISTS:A:1:project:ID=FIELD:ID
EXISTS:A:1:project:name_Mod=notcontains
EXISTS:A:1:project:name=planogram

Any advice or suggestions is greatly appreciated!

[Richard_Le_ · Accepted solution]

Hi,

Try the following instead:

EXISTS:a:$$EXISTSMOD=NOTEXISTS
EXISTS:a:$$OBJCODE=PROJ
EXISTS:a:name=planogram
EXISTS:a:name_Mod=cicontains
EXISTS:a:programID=FIELD:ID

EXISTS filters are the most complicated when it comes to text mode in my opinion, but i'll attempt to explain.

EXISTS:a:$$EXISTSMOD=NOTEXISTS - This specifies the exists modifer we want to apply. In your example we are looking for programs that contain projects where the word "planogram" does not exist in the project name. So we use a "NOT EXISTS" modifier, if we wanted to look for programs with projects that do have "planogram" in the name, we would use "EXISTS" instead.

EXISTS:a:$$OBJCODE=PROJ - This tells Workfront what type of object we are checking for the existance of. In your example, we are checking for projects.

EXISTS:a:programID=FIELD:ID - Since we are building a program report that can't access project fields without text mode, we have to instruct Workfront how to link the projects to the programs they belong to so that they can be reported on. This piece of code is stating that the "programID" of a project should match the "ID" of a program.

EXISTS:a:name=planogram - This tells Workfront to filter your report based on Projects having "planogram" in the project name

EXISTS:a:name_Mod=cicontains - This tells Workfront to filter based on the project name containing a case insensitive value

When we put all of this together, the text mode is telling Workfront to display all programs where projects containing case insensitive "planogram" in the name do not exist.

Hopefully that makes sense and is helpful! You can read more on EXISTS filters here.

Best Regards,

Rich.

[KristofferMi1]

This worked perfectly!  If I want to add one more filter, which would be a field at the program level that equals "Advertising", what's the best approach?

[Richard_Le_]

Great.

You'd just need to add an extra filter condition for the custom field, so your text mode would look something like this (just replace "Custom Field Name" with the name of the custom field from your instance) :

DE:Custom Field Name=Advertising
DE:Custom Field Name_Mod=cieq
EXISTS:a:$$EXISTSMOD=NOTEXISTS
EXISTS:a:$$OBJCODE=PROJ
EXISTS:a:name=planogram
EXISTS:a:name_Mod=cicontains
EXISTS:a:programID=FIELD:ID

Best Regards,

Rich.

[KristofferMi1]

Thank you Rich!  You've been beyond helpful!