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SOLVED

Report to show completed projects with no document uploaded into a specific folder

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Level 3

Hi, 

 

We are looking for a way to build a report that shows completed projects that has no document inside a specific folder. This is our current of folder settings inside document page of project: 

taufiq_0-1675956383631.png

 

Is there a way to build such a report? For example we will want to see the completed projects that have no documents uploaded into the 'Final Files' folder only. 

 

Your input on this is greatly appreciated. Thanks!

1 Accepted Solution

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Correct answer by
Community Advisor

 

Hi @ArthurChalamet,

 

I invite you to try this Project report filter to meet your requirement to return only Completed Projects without at least one file in a Particular 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
status=CPL

 

 

Regards,

Doug

 

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use

 

View solution in original post

8 Replies

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Community Advisor

This is a tough one. I think you'll want to go with a Document report but not sure it'll get as granular as you're looking for.

You could get at least a potential pool of projects that don't have docs in a finals folder but does have docs in general by filtering in 'has documents', 'complete' status and project completed in your given timeframe, example below:

MadalynD_0-1675975214928.png

From there I can't figure out how to specify anything about document folder names. Are your final files always a specific document/format type? If so, you could shrink the project's results by filtering out any docs in that specific file type like a PDF...
This isn't a full solution but should help you get going on something!

 

If this helped you, please mark correct to help others : )

Avatar

Correct answer by
Community Advisor

 

Hi @ArthurChalamet,

 

I invite you to try this Project report filter to meet your requirement to return only Completed Projects without at least one file in a Particular 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
status=CPL

 

 

Regards,

Doug

 

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use

 

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Community Advisor

Awesome, Doug!

If this helped you, please mark correct to help others : )

Hi @Doug_Den_Hoed__AtAppStore,

 

This works like a wonder. Thank you so much for sharing this over. I hope you have a great day. 

 

Thanks!

-Taufiq

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Community Advisor

 

My pleasure @ArthurChalamet; I'm pleased that did the trick.

 

@Kundanism, yes, to check more than one empty document folder, I invite you to follow the pattern below.

 

Regards,

Doug

 

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 YOUR PARTICULAR FOLDER 1 NAME HERE
OR:1:EXISTS:a:folder:name_Mod=cicontains
OR:1:EXISTS:a:status=CPL
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 YOUR PARTICULAR FOLDER 2 NAME HERE
OR:2:EXISTS:a:folder:name_Mod=cicontains
OR:2:EXISTS:a:status=CPL

Thanks a lot @Doug_Den_Hoed__AtAppStore 

I really appreciate your sharing in this regard.

 

Have a nice weekend.

Mvh

Kundan.

Its is great @Doug_Den_Hoed__AtAppStore .

Can we do this for multiple document folders?

Thanks in advance.

Mvh

Kundan.