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Jared_Mauch
Level 6
May 20, 2026
Solved

Filter Multiple Programs on Document Report

  • May 20, 2026
  • 2 replies
  • 26 views

I’m working on a document report with filtering for documents on tasks titled “Engineering Review” that are pending a task approval. I’m filtering out the process guides that are on the tasks, and would like to have these results span across multiple programs in the same portfolio. My text mode filter is:

AND:1:name=ApproverAND:1:name_Mod=notcontainsAND:2:name=ReviewerAND:2:name_Mod=notcontainsname=Process Guidename_Mod=notcontainsproject:portfolioID=XXXXXXXproject:programID=XXXXXXXproject:status=CURtask:name=Engineering Reviewtask:name_Mod=cicontainstask:pendingApproval=truetaskID_Mod=notblank

(Works great for just one program)

I’ve attempted to add an additional program ID as “project:programID=XXXXXXX,XXXXXXX” or as “OR:1:project:programID=XXXXXXX” in text mode. Neither has worked thus far. Am I off base for thinking that filtering multiple programs is possible? Any insights are appreciated.

Best answer by Jared_Mauch

Did some more adjusting. This seems to be working on the report now.
AND:A:name=Approver

AND:A:name_Mod=cinotcontains

AND:B:name=Reviewer

AND:B:name_Mod=cinotcontains

AND:C:name=Process Guide

AND:C:name_Mod=cinotcontains

EXISTS:1:$$OBJCODE=TASK

EXISTS:1:ID=FIELD:taskID

EXISTS:1:name=Engineering Review

EXISTS:1:name_Mod=cicontains

EXISTS:1:pendingApproval=true

EXISTS:1:project:programID=68c804a700021a93326d4e046dfe41f7,68c82829000a6328983637ab353ad101

EXISTS:1:project:programID_Mod=in

taskID_Mod=notblank

2 replies

ninoskuflic
Level 5
May 20, 2026

Hi ​@Jared_Mauch, you should definetly be able to use OR statements. Can you try this?

 

AND:A:name=Approver
AND:A:name_Mod=notcontains
AND:B:name=Reviewer
AND:B:name_Mod=notcontains
name=Process Guide
name_Mod=notcontains
task:name=Engineering Review
task:name_Mod=cicontains
task:pendingApproval=true
taskID_Mod=notblank

OR:1:project:portfolioID=XXXXXX
OR:1:project:programID=PROGRAM_1
OR:1:project:status=CUR

OR:2:project:portfolioID=XXXXXX
OR:2:project:programID=PROGRAM_2
OR:2:project:status=CUR

 

Workfront requires the entire filter to be restructured using OR groups that repeat the shared conditions.

 

Here’s one example that I know 100% works from my personal cook-book. This is just to show you how OR statements work in Workfront text mode. 😅

 

This text mode syntax will filter your Proof Approval Report by specific portfolios. The OR statement is used so that you can filter by 2 different portfolios.

 

EXISTS:1:$$OBJCODE=DOCU

EXISTS:1:currentVersionID=FIELD:documentVersionID

EXISTS:1:project:portfolioID=653629d200052dadb928d883cbf9c21f

 

OR:1:EXISTS:1:$$OBJCODE=DOCU

OR:1:EXISTS:1:currentVersionID=FIELD:documentVersionID

OR:1:EXISTS:1:project:portfolioID=653629e8000530f0e9049918e4b117b4

If this solved your issue, please mark it as solved so others can find the solution faster.
Jared_Mauch
Jared_MauchAuthorAccepted solution
Level 6
May 21, 2026

Did some more adjusting. This seems to be working on the report now.
AND:A:name=Approver

AND:A:name_Mod=cinotcontains

AND:B:name=Reviewer

AND:B:name_Mod=cinotcontains

AND:C:name=Process Guide

AND:C:name_Mod=cinotcontains

EXISTS:1:$$OBJCODE=TASK

EXISTS:1:ID=FIELD:taskID

EXISTS:1:name=Engineering Review

EXISTS:1:name_Mod=cicontains

EXISTS:1:pendingApproval=true

EXISTS:1:project:programID=68c804a700021a93326d4e046dfe41f7,68c82829000a6328983637ab353ad101

EXISTS:1:project:programID_Mod=in

taskID_Mod=notblank

ninoskuflic
Level 5
May 21, 2026

Nice, happy to hear that! 😎

If this solved your issue, please mark it as solved so others can find the solution faster.
Jared_Mauch
Level 6
May 21, 2026

I’ve tried you suggestion. It’s now pulling in results from more than just the two programs I want to filter from. Even in those two programs tasks not named “Engineering Review” are being pulled in. Do I need to add EXISTS on everything?