Report showing projects with custom forms attached

[SusanPf]

Hello~ Anyone know how I can create a report that shows what custom forms are attached to what projects? Thank you, Susan Susan

[NRYNR]

Hi Susan, In a projects report, you can add this to see what custom forms are attached using a collection in the view: displayname=Custom Forms listdelimiter=

listmethod=nested(objectCategories).lists textmode=true type=iterate valueexpression={category}.{name} valueformat=HTML If you want to see all projects where a specific custom form is attached, you can use this in the filter of your project report: objectCategories:categoryID=5a1313460033958719b33fd646e80c96 objectCategories:categoryID_Mod=in Also, this app might get you closer to what you're looking for: https://www.atappstore.com/App/report-categories-and-parameters/Default.aspx

[William--]

I don't know in which release this new report builder feature kicked in, but it's possible to display the collection of hyperlinks to attached forms in any view/report by selecting "Category Name" in the field-chooser. Works on every object type I have tried, and saves me the effort of using text mode that was once necessary to achieve the same results. The filter that Narayan suggested is pretty essential, since using CategoryID= in the report builder doesn't return every record to which that form is attached. William English

[SusanPf]

Thank you, Narayan! I'll give it a try and get back to you. Susan

[SusanPf]

Thank you, William. What is the step-by-step process for getting the report you are referring to? Susan

[SusanPf]

Hello, Narayan. It didn't work. Where do I specifically place the code? I'm still learning text mode. Thank you, Susan Susan

[NRYNR]

Here's how you add the view and/or the filter, depending on your approach: https://www.screencast.com/t/oA1rvA0Wl

[William--]

Hi Susan, when building a view or a report, type "Category Name" in the field finder in the top left corner: If you want to display only the records that have a certain form attached to them, you will still need to copy/paste Narayan's code into the filter using text mode. (If you have other filters you want to use in addition, add those first as normal, then switch to text mode and paste at the end) To get the ID number of the form you are filtering for, you need to add a column to your view in Setup >> Custom forms that shows the ID: The above view isn't built in to Workfront when viewing custom forms, so you need to create a new view and add a column like below: (the above example also has some filters and groupings applied to my view of custom forms, so yours will look a little different) With the new view, now you can identify the ID number of any form that you want to filter for. Happy to setup some time to share screens via Lync if you need more help. William English Disney Destinations

[AlisonW]

This is less elegant than the solutions already proposed, but I have added a radio button field to certain custom forms. It defaults to checked, and then I can simply run a report looking for that field which will automatically be checked if the form is attached. Alison Wells Community Medical Centers

[SusanPf]

Thank you! Susan

[SusanPf]

Willam, thank you! Susan

[SusanPf]

Hello, Narayan. Once again I've hit a problem. Please view the code and make sure okay. Thank you! Susan Susan

[NRYNR]

In your filter, it looks like you still have the example custom form ID that I provided. Since this is not an ID you'll have access to, it won't work. You'll need to replace this with the ID of your own custom form. @William English gave some good instructions on how to find the ID of your form here: "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=0b39753b-7a96-40bd-871a-7f4a789b246f&CommunityKey=ccf3381b-a473-4ef2-9f81-4dd3244cf522&tab=digestviewer#bm0b39753b-7a96-40bd-871a-7f4a789b246f">Re: Report showing projects with custom forms attached Narayan Raum Workfront CoE Manager & Delivery Lead SunTrust Bank