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Requested By on Document Report?

Forum|Forum|2 years ago
June 1, 2023
1 reply
813 views

I'm trying to add either the name of the person who originally made a request, the field would be an Issue Primary Content or the Requested By, on a document report. Does anyone have insight on how to do this?

Workfront

Best answer by Richard_Le_

Hi,

Using the following text mode in a view on a document report should do it.

displayname=Issue Owner
linkedname=opTask
namekey=view.relatedcolumn
namekeyargkey.0=opTask
namekeyargkey.1=owner
namekeyargkey.2=name
querysort=opTask:owner:name
textmode=true
valuefield=opTask:owner:name
valueformat=HTML

Best Regards,

Rich.

R

Richard_Le_

Accepted solution

Community Advisor

Hi,

Using the following text mode in a view on a document report should do it.

displayname=Issue Owner
linkedname=opTask
namekey=view.relatedcolumn
namekeyargkey.0=opTask
namekeyargkey.1=owner
namekeyargkey.2=name
querysort=opTask:owner:name
textmode=true
valuefield=opTask:owner:name
valueformat=HTML

Best Regards,

Rich.

M

MattMc2

In addition to the above I'd add the following columns:

Entered By (shows who originally entered the request - often the same as the owner)

valuefield=opTask:enteredBy:name
linkedname=opTask
valueformat=HTML
displayname=Entered By
namekey=view.relatedcolumn
textmode=true
namekeyargkey.0=opTask
namekeyargkey.1=enteredByID
querysort=opTask:enteredBy:name

Document Requested By (shows who requested the uploaded doc, if anyone)

displayname=Doc Requested By
linkedname=documentRequest
namekey=view.relatedcolumn
namekeyargkey.0=documentRequest
namekeyargkey.1=requestorID
querysort=documentRequest:requestor:name
textmode=true
valuefield=documentRequest:requestor:name
valueformat=HTML

RhondaGayleTX

Great info! Do you have an easy way to filter by Request owner info, such as "isActive" or "State" from the user address that you can share?

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