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October 11, 2018
Question

Custom Proofing Approval Report

  • October 11, 2018
  • 12 replies
  • 1932 views

Hi WF Community, I want to create a proofing approval report with the following characteristics and don't know where to start. I've tried a few of my old tricks but they don't seem to work with this new report type. Any ideas on how I can accomplish these goals?

View (columns needed):

-Proof Name

-Proof Owner

-Proof Deadline Time Stamp

-Project/Task/Issue Name the Proof was generated in

-Link to the WF Project/Task/Issue the Proof was generated in (bonus if you can make the column above a clickable link and we can remove this column)

-Stage the Proof is In

-Comments Added when the Proof was Generated

Grouping:

-By Project Category (aka Project Type)

Filters:

-Only show proofs where the proof creator's home team ID = user's home team ID.

Additional Formatting:

-Conditional Red Text, Bold, Red Background on entire row if proof deadline is within an hour or past due

-Conditional Red Text, Bold, Red Background on entire row if document name contains "urgent" Christopher Wirth Stream Companies

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12 replies

Level 10
August 29, 2019
My hat's off to you sir, that worked like a charm! Many happy Project Managers means a couple of happy admins. :-) Kevin Quosig
ChristineZhu
Level 3
September 9, 2019

Hi Christopher,

Did you ever figure out how to display a column for the Stage that the proof is currently in as opposed to "Active Proof Stages?"

CC: @Rob Lawrence -

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