How to show Who approved this project in a report using text mode | Community
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TaraPearl11
Level 2
October 20, 2023
Solved

How to show Who approved this project in a report using text mode

  • October 20, 2023
  • 2 replies
  • 1176 views

I am trying to create a report showing who actually approved a project, so we can track if and when someone edits the approval process on a template to add a different approver.

 

I can get the correct user ID number to show but using regular text mode edits to change that to the username is proving fruitless. Below is my original text which returns the user ID number. Changing ID to :name is not working; it returns a blank value in that column. Thanks in advance for any help you can provide.  

 

displayname=Approved By
linkedname=approvalProcess
namekey=view.relatedcolumn
namekeyargkey.0=approvalProcess
namekeyargkey.1=enteredByID
querysort=approvalProcess:enteredByID
textmode=true
tile.name=component-approvalprocess-field
valuefield=approvalProcess:enteredByID
valueformat=HTML
viewalias=approvalProcess:enteredByID

Best answer by KellieGardner

Hi @tarapearl11 - this is what I use

 

displayname=Approved By
listdelimiter=<br>
listmethod=nested(approverStatuses).lists
textmode=true
type=iterate
valueexpression=CONCAT({approvedBy}.{name}, " ")
valueformat=HTML

2 replies

VicSellers
Community Advisor
Community Advisor
October 20, 2023

Is it a project report? If so, what about using the Project > Approvers and Status column instead. This way you can see all approvers added and the status. Maybe I'm reading your approach incorrectly.

TaraPearl11
Level 2
October 24, 2023

Not quite. I need to show who actually clicked the green checkmark to approve the project. I can get the user ID but need to see the user name instead. The standard tricks to change ID to name are not working. Thanks though. 

KellieGardner
Community Advisor
KellieGardnerCommunity AdvisorAccepted solution
Community Advisor
October 24, 2023

Hi @tarapearl11 - this is what I use

 

displayname=Approved By
listdelimiter=<br>
listmethod=nested(approverStatuses).lists
textmode=true
type=iterate
valueexpression=CONCAT({approvedBy}.{name}, " ")
valueformat=HTML

TaraPearl11
Level 2
October 24, 2023

@kelliegardner This worked. Thank you so much!