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HeatherLa2
Level 3
September 25, 2020
Question

Document Approval Report with Project Status Filter

  • September 25, 2020
  • 2 replies
  • 683 views

I've seen a discussion on Proofing reports with a Project status filter, but can't seem to find one that I would use within a Document report.

Essentially, we have a Documents pending approval report, but many of the approval requests are showing up on projects that are Complete. Would love to be able to filter so that it is only showing Documents with Pending Approval status, in Projects that are Current, with the approval request to $$USER.ID.

Can anyone point me to the text mode where I might accomplish bringing in the Project information, as the other components are standard in the report filters.

Thank you!

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    2 replies

    S
    SuryaLa1
    Level 2
    September 28, 2020

    This can be done using EXISTS filter, here is what we use for Proof Approval report:

    EXISTS:a:$$OBJCODE=DOCU

    EXISTS:a:project:status=CUR

    EXISTS:a:project:status_Mod=in

    EXISTS:a:versions:ID=FIELD:documentVersionID

    You might have to play around a little to get it to work with Document Approval report but should be something similar.

      SamanthaIsin
      SamanthaIsin
      Level 7
      September 28, 2020

      For the approval request being assigned to the $$USER.ID we use this:

      proofApprovalStatus:proofApprovalStatusLabel_Mod=notblank

      proofApprovals:approverID=$$USER.ID

      proofApprovals:approverID_Mod=eq

      This is on a document version report rather than just a document report. I don't know if that makes a difference.

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