Want to add a Project report column with a link to the Project > Documents screen

[jamesmiller-zjd]

Does anyone know if it's possible with text mode to add a Project report column with an active link to the Projects > Documents screen?

[RandyRoberts · Accepted solution]

The slick way to do it is to create a calc field that is on every project Called "Project Documents", something like this:

CONCAT("https://hcgint.my.workfront.com/project/view?ID=", {ID} , "&activeTab=list-project-documents")

Then, in a report, create a column with this text mode:

displayname=WF Documents
link.url=customDataLabelsAsString(Project Documents)
linkedname=html(URL)
textmode=true
valueexpression=IF(ISBLANK({DE:Project Documents}),"","Docs Link")
valueformat=HTML

 Looks like this:

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.

[jamesmiller-zjd]

Thanks for your help with this!

[jamesmiller-zjd]

Hey @RandyRoberts when the user clicks the Docs Link it redirects to their SSO login page. Do you know of a way to get around this?

[RandyRoberts]

If the user is logged in already, it should go directly to the project documents page.

If the user is NOT logged in, and you are emailing the report out or exporting it as a spreadsheet, there is no way they can see the documents section without logging in.

You can't log in to Workfront without logging in to Workfront.

[LukaszMa]

Hello Randy,

Do I need to replace the (Project Documents) or (URL) in order to make this work? So far I am having no luck in transposing this into my report.

Thanks,

Lukasz

[RandyRoberts]

You only need to replace the part that says "YOURDOMAIN": 

CONCAT("https://YOURDOMAIN.my.workfront.com/project/view?ID=", {ID} , "&activeTab=list-project-documents")

You need to create the calc field on a form that is attached to every project first.

[LukaszMa]

Hi Randy,

It was my fault, I just realised I was trying to apply this syntax on the task report which is why the column showed blank.

Is there a way to pull this on task level report? I now see Docs Link by amending the expression to below but its not an active link.

valueexpression=IF(ISBLANK({project}.{DE:Project Documents}),"","Docs Link")

Kind regards,

Lukasz

[RandyRoberts]

Valuexpressions do not natively produce clickable links. It's easier than you may think though. Just add the Field from the project to the task report. In this screenshot, "Project Documents_" is the DE:Project Documents calc field.

[LukaszMa]

Right, of course. I tried this as initial solution but than got into trying shorten or replace the URL with "Docs Link" or alike.

Thanks

Lukasz

[RandyRoberts]

That can probably be done as well, although I have not done it.

[LukaszMa]

Thanks, Ill do some research. I was chasing too many leads on this hence the confusion!

[LukaszMa]

Hi Randy,

So while I was looking into this matter further I managed to pull project documents URL into task report with the code below without a need for calculated field. Next I aim to make it a custom link. I hope this can be useful for someone out there.

displayname=Project Documents (Direct Link)
textmode=true
valueexpression=CONCAT("https://winningmoves.my.workfront.com/project/view/documents?ID=", {projectID})
valueformat=HTML 

[RandyRoberts]

yep, you can do that directly as well but if you want it to display "Docs Link" or something like that and not the whole URL, you'll need the calc field.