How to filter Proof Approval Type report by using Project Custom fields? | Community
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sethuanand2626
Level 3
October 21, 2024
Question

How to filter Proof Approval Type report by using Project Custom fields?

  • October 21, 2024
  • 1 reply
  • 349 views

How to filter Proof Approval Type report by using Project Custom fields?

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1 reply

Sven-iX
Community Advisor
Community Advisor
October 21, 2024

@sethuanand2626 

 

It seems in reporting you cannot traverse from a document version to parent objects beyond the document:

The hierarchy is 

  • portfolio
    • program
      • project
        • document
          • document version

Say you have project field "customProjectField"

You'll need to create a calculated field at the document, and make it show the project custom field:

docuCustomField = {project}.{DE:customProjectField}

 

Then in your report you can create a column 

valuefield=document:docuCustomField valueformat=HTML displayname=Field showing projectCustomField linkedname=direct namekey=document:docuCustomField