Functionality to Automatically Close Pending Proofs in Completed Projects | Community
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Madalyn_Destafney
Community Advisor
Community Advisor
October 31, 2022
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Functionality to Automatically Close Pending Proofs in Completed Projects

  • October 31, 2022
  • 11 replies
  • 1929 views

As much as I remind people to mark a decision on proofs, and even send a monthly reminder to anyone who has a pending proof with a link to a report where they can view them easily, our pending backlog continues to grow. WF needs some kind of functionality that either prevents a project from getting closed - this idea - or something that if a project goes to complete and there are pending proofs, any pending proofs change to a status of ‘later version approved.' The latter would be better, something automated. Or if a later version of a proof was marked approved, any prior versions that are pending change to a 'later version approved' status. 

 

Help!

11 replies

Madalyn_Destafney
Community Advisor
Community Advisor
July 9, 2024

@kerryka1 , about your question on a report to show pending proofs in complete projects...
You could do a Document report with these filters. The top one is specifically to pull only proofs, not documents.

 



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