In the report results, the version number is always appended to the Document Name.
Is there a way to remove the version number from the Document Name?
Users can do the following to remove the version number from the Document Name.
In the report edit page, click the Create Formula Field button to create a formula field with the formula expression below:
Left(documents.name__v, Length(documents.name__v) - Find('(', documents.name__v))
- Add the formula field in the column.
Expand the Advanced Options section and click Sample to download the file.
- In the downloaded sample Excel Template, remove the original Document Name column.
Go back to the report and upload the updated Excel Template by clicking the Upload button.
- Once uploaded, save and run the report.
Export the report to the Excel Template by clicking the Action Menu --> Export to Excel --> Template.
In the exported report, the original Document Name column does not exist and only the Document Name No Version is left.
Document Name No Version Document Number Document Status NDA-UK-Link Test_Single Test-0108 Draft Test Loader Test-0106 Draft Test Loader Owner Test-0105 Approved
Vault Help Documentation: Formula Fields