How to Add the EXISTS Mod to a Filter

Resources

How To

This article explains how to use the EXISTS and NOTEXISTS filter rules to find records where specific values do or don’t exist. For example, a project report can be configured to find projects with no tasks, documents or issues. Or, a project report showing projects where a document does exist can be achieved. The following procedure explains how this is performed.

Some important fundamentals of this capability should first be reviewed and understood.

  • EXISTS and NOTEXISTS – Choose accordingly…
    • EXISTS = find records where something does exist
    • NOTEXISTS = find records where something doesn’t exist
  • Multiple Filter Rules (AND) – Begin with :a for the first set of rules. To add additional (AND) exists rules to the filter, use:
    • EXISTS:a
    • EXISTS:b
    • EXISTS:c
    • EXISTS:d
    • etc.
  • Object Codes – the $$OBJCODE is required when using EXISTS. To find object codes, open the Workfront API Explorer, search for the object of interest. The object code is on the right.

exists-object

Procedure

Step 1: Define the requirements of the filter rules using pseudo code. For example,

In a project report, show projects
Without
Tasks
On the Project
Named “Test”

Step 2: Translate the pseudo code into text mode. For example,

In a project report, show projects
Without EXISTS:a:$$EXISTSMOD=NOTEXISTS
Tasks EXISTS:a:$$OBJCODE=TASK
On the Project EXISTS:a:projectID=FIELD:ID
Named “test” EXISTS:a:name=test

Step 3: Remove the pseudo code and enter filter in the report’s text mode.

EXISTS:a:$$EXISTSMOD=NOTEXISTS
EXISTS:a:$$OBJCODE=TASK
EXISTS:a:projectID=FIELD:ID
EXISTS:a:name=test

Step 4: Check out some examples of EXISTS and NOTEXISTS text mode.