Creating Project Workflow Reports

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Creating Project Workflow Reports

Workflow reports in Dreamweaver include information about file Check In/Check Out, as well as Design Notes properties. In this chapter, you will look at each workflow report in greater detail.

Before getting started, however, be aware that workflow reports require a remote connection to be set up in your Site Definition, and you must be able to connect to the remote site. If you are unsure whether you have done this, refer to the section "Defining a Remote Site" in Chapter 18.

Design Notes Reports

Running a Design Notes report lets you view Design Note names and values and search for files within a folder or site that have certain values assigned to certain Design Notes. You can run a general search to see every Design Notes attribute, or you can narrow the search to a particular Design Note or multiple notes. As with all the other reports, you can search a single document, an entire site, a specific folder, or the currently selected files (files selected in the local site).

To run a Design Notes report, follow these steps:

1. Choose Site > Reports to open the Reports dialog box.
   
   
2. In the dialog box, choose the scope of your search from the Report On pop-up menu (current document, entire local site, folder, selected files in site).
   
   
3. In the Select Reports section, make sure that the Workflow Reports category is expanded, and select the Design Notes option.
   
   
4. The Report Settings button becomes active. Click it to open the Design Notes dialog box.
   
   
5. In this second dialog box, enter from one to three Design Note name /value pairs to search for, along with the search criteria to use (contains, does not contain, is, is not, matches regex). The report being set up in Figure 19.12 searches for documents in a site whose status includes the word revision and whose author is Fred Smith. If your team has been using the default status choices, this search finds all documents written by Fred Smith whose status is Revision1, Revision2, or Revision3.
   
   

   Figure 19.12. The Results window showing the results of a Design Notes workflow report.

   

   
   

   

   The matches regex search option allows you to perform searches based on regular expressions. For a discussion of regular expressions, see Chapter 27, "Writing Code in Dreamweaver."

   
   
6. After you've entered your settings, click OK to close the Design Notes settings dialog box, and click Run. The dialog box closes , and Dreamweaver performs the requested search and generates the report. The results appear in the Results window.
   
   

Reports on Checked-Out Files

Running a report on checked-out files lets you see who has checked out any file. You can run a general search to see everyone who has checked out files, or you can narrow the search to the files checked out by a particular individual. As with all the other reports, you can search a single document, an entire site, a specific folder, or the currently selected files (files selected in the local site).

To run a Checked-out Files report, follow these steps:

1. Choose Site > Reports to open the Reports dialog box.
   
   
2. In the dialog box, choose Entire Local Site from the Report On pop-up menu.
   
   
3. In the Select Reports section, make sure that the Workflow Reports category is expanded, and select the Checked Out By option.
   
   
4. The Report Settings button becomes active. Click it to open the Checked Out By dialog box.
   
   
5. What you do in this second dialog box depends on what sort of report you want to create.
   
   To generate a list of all checked-out files, no matter who checked them out, leave the text field blank.
   
   To generate a list of files checked out by a particular team member, enter the Check Out Name of the person you want to find (such as the name that person entered in the Site Definition dialog box when enabling Check In/Check Out). This search is case-sensitive, but you do not need to enter the entire string. If you are searching for files checked out by a team member named Jeffrey Stewart, for example, you can enter Jeff , Jeffrey , or Stewart . Remember that if you search for Jeff, multiple individuals might appearJeffrey Stewart as well as Jeff Daniels and Ann Jeffrey, for instance.
   
   
6. After you've entered your settings, click OK to close the Checked Out By settings dialog box, and click Run. The dialog box closes, and Dreamweaver performs the requested search and generates the report. The results appear in the Results window.
   
   

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