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Participant
Jun 6, 2025 10:16 PM UTC
Answered

PDF Portfolio "Description" column is always blank, how to use this column?

We have very long filenames so the description column would be pretty handy to let people know which doc is which considering they all start with job number and client name and look the same when truncated in the "Name" column

 

How do I edit the Description column, I tried entering text in all of the meta data fields I could find, none of them showed up in the portfolio document list

 

In the picture below I would like the Description column to read as:

CONTRACT

BID SUBMISSION

SPECIFICATION

ADDENDUM #1

ADDENDUM #2

 

 

try67
try67Correct answer
Community Expert
Jun 6, 2025 10:50 PM UTC

Copying the data from the file is a bit tricky, but setting it manually can be done using a script. Go to Details View, making sure no file from the Portfolio is open (click on a blank spot in the files list to close the currently open file), and run this code from the JS Console:

this.dataObjects[0].description = "CONTRACT";
this.dataObjects[1].description = "BID SUBMISSION";
this.dataObjects[2].description = "SPECIFICATION";
this.dataObjects[3].description = "ADDENDUM #1";
this.dataObjects[4].description = "ADDENDUM #2";

 

Not ideal, but it works...

6 replies

try67
Community Expert
try67Community ExpertCorrect answer
Community Expert
Jun 6, 2025 10:50 PM UTC

Copying the data from the file is a bit tricky, but setting it manually can be done using a script. Go to Details View, making sure no file from the Portfolio is open (click on a blank spot in the files list to close the currently open file), and run this code from the JS Console:

this.dataObjects[0].description = "CONTRACT";
this.dataObjects[1].description = "BID SUBMISSION";
this.dataObjects[2].description = "SPECIFICATION";
this.dataObjects[3].description = "ADDENDUM #1";
this.dataObjects[4].description = "ADDENDUM #2";

 

Not ideal, but it works...

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Participant
Jun 13, 2025 6:49 PM UTC

So I tried to tackle this today, I have figured out how to enable the JS Console and open it but when I enter your script I don't see any change. Is there a RUN button or something that I am missing?

this is what I am looking at:

 

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try67
Community Expert
Community Expert
Jun 13, 2025 8:31 PM UTC

To run the code select all of it with the mouse or keyboard and press Ctrl+Enter.

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Dave Creamer of IDEAS
Community Expert
Community Expert
Jun 6, 2025 10:38 PM UTC

Unfortunately, I think you have to enter the text while in portfolio list view. It would make too much sense to pick up the document properties info. Hopefully, someone can post and correct me.

 

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David Creamer: Community Expert (ACI and ACE 1995-2023)
Participant
Jun 13, 2025 6:10 PM UTC

This was my guess as well but I have just tried to make another portfolio and saw no option for this while creating the document.

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