Proof approval report for projects in a Program

Forum|Forum|1 year ago
November 20, 2024
3 replies
915 views

Hi _ I've managed to create a proof approval report for proofs in a specific program but I need help grouping results. I've gotten the report to a stage where it is grouped by project name, my next wish is to then group them by the proof name (file name). We have a number of projects with multiple proofs in them. I am using text mode for this - any "recipe" anyone can share to add a way to group by proof?

(see screenshot )

project name

proof name (hyperlinked)

approver/decision

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Best answer by BrieDr

In the report filters I added the code below:

EXISTS:1:$$OBJCODE=PROJ
EXISTS:1:documents:currentVersionID=FIELD:documentVersionID
EXISTS:1:programID=<insert ID # from progrm url>

RandyRoberts

Community Advisor

Although I don't have an answer for you offhand, I think you should consider that sometimes folks change the file name for each version of a proof as well as sometimes uploading a new proof instead of a new version.

If this is never the case for you then kudos to your users! As I see this behavior far too often to implement something like this.

skyehansen

there's no need to use text mode if you want the file name. It should be selectable using the grouping for Document Version / File Name. If for some reason you need to add it as text mode to an existing text mode grouping, you can just create another report, select the doc version / filename grouping, convert it to text mode, and copy/paste it into your working report (just change the numbers in the grouping to 1 instead of 0).

File name and Proof name are two different things (at least in my world). If you wanted proof name instead of file name, just take your file name text mode and everywhere it says "file", change this to "proof"

W

WorkfrontWhiff

Level 3

Hi @briedr I am looking to create a proof report for a program, please would you be able to share how you created this?
I'd be very grateful!