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SOLVED

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

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Level 3

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?

1 Accepted Solution

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Correct answer by
Level 10

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:

Screenshot 2023-02-21 at 3.27.13 pm.jpg

 

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.

4 Replies

Avatar

Correct answer by
Level 10

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:

Screenshot 2023-02-21 at 3.27.13 pm.jpg

 

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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Level 3

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?

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Level 10

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.