Quick Tip: How to modify Document and Proof Approval Reports to get the data required. | Community
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kynabaker16
Adobe Employee
kynabaker16Adobe Employee
Adobe Employee
June 8, 2021
Question

Quick Tip: How to modify Document and Proof Approval Reports to get the data required.

  • June 8, 2021
  • 1 reply
  • 994 views

If you need to run a report that shows proof approval or document approval data, skip the Proof and Document object report and use a Proof Approval or Document Approval object report instead. These reports will result in a list of proof and document approvals instead of a list of proofs and documents.

Remember to filter the reports to hone in on the specific proof or document approvals that are relevant to stakeholders. Take it a step further by grouping the approvals by project with this handy text mode!

Group Document Approval Report by Project by editing your report, navigating to the grouping area and switching to text mode. Then paste this code and save:

group.0.displayname=Project

group.0.valuefield=document:project:name

group.0.valueformat=HTML

You can follow the same process to update a Proof Approval Report and group by Project:

group.0.displayname=Project

group.0.valuefield=documentVersion:document:project:name

group.0.valueformat=HTML

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    1 reply

    skyehansen
    Community Advisor and Adobe Champion
    skyehansenCommunity Advisor and Adobe Champion
    June 8, 2021

    I was finagling with this just last night, and we got stuck because we needed to filter on task or project data. e.g. Think along the lines of "show me all the document approvals that are pending where I am assigned to the task". In this case, would this have to be an exists statement filter?

    (I'm still not comfortable with exists statements, so I ended up making mine a document report so I could filter on the relevant task data and then filter in the doc approval collections for the relevant doc approval data)

    kynabaker16
    Adobe Employee
    kynabaker16Adobe EmployeeAuthor
    Adobe Employee
    June 9, 2021

    Hi Skye,

    I had to take this to people smarter than myself, but here's what I got. I hope we read your question right and this gets you to where you wanted to go.

    Here's what we got for the "Show me all pending Document Approvals where I'm assigned to the Task that the Document exists on"

    For a Document Approval report (no proofing):

    EXISTS:1:$$OBJCODE=TASK

    EXISTS:1:assignments:assignedToID=$$USER.ID

    EXISTS:1:documents:ID=FIELD:documentID

    status=NEW

    status_Mod=in

    Proof Approval report (we didn't test this one and it could be wrong if the Proof version doesn't equate with the current document version on the Task)

    isAwaitingDecision=true

    isAwaitingDecision_Mod=eq

    EXISTS:1:$$OBJCODE=TASK

    EXISTS:1:assignments:assignedToID=$$USER.ID

    EXISTS:1:documents:currentVersionID=FIELD:documentVersionID

    I hope this helps!

    Kyna

    skyehansen
    Community Advisor and Adobe Champion
    skyehansenCommunity Advisor and Adobe Champion
    June 9, 2021

    thanks Kyna! It does help (in that it shows me my thinking was correct, it's an exists statement if I want to get task data). I might work on it later this week if I get a chance :)

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