Status Changes on Project

Well spotted, Adam: thank you! I've listened to my recording again and nearly had it -- "We're looking in Note Text...well I'm stumped" -- but tripped myself up by watching the data in the Audit Text column in the report, when I ought to have been watching (and filtering on) the Note Text column. Laura, as Adam pointed out, this shold in fact be "Note > Note Text" when looking for phrases a user types in (such as "Today I updated my status report"). Audit Text is for monitoring phrases that Workfront puts in automatically (such as "Status Changed from Planning to Current"...when that ACTION really occurs). Would you please refer to the attached file I've added, try again, and let us know if that does the trick (or conversely, sticking with Audit Text, but then changing the Status to trigger the Audit Note)? Regards, Doug

Hi Doug and Adam, Please see attached screenshot. I have made the suggested changes and it's not showing the status I just changed on the 'TISP 2016' project. I may be misreading what you have both said but I DO want to know when someone changes the status of the project which is a system update, not a typed in statement by the user, isn't it? Sorry if I've misunderstood.

Thanks for retrying both ways, Laura. Your understanding matches mine. The reason filtering on Note Text for "contains status" returns fo rows is because the word "status" has not been typed into an update by a user (that I noticed in your pdf); where filtering on Note Text for "contains Laura" should return data. The reason filtering on Audit Text for "contains status" returns no rows is AS IF the system generated phrase recording such status changes are not being recorded in the NOTES object, although (as I recollect from our Housecall) I believe we did physically make such a change and saw it register on the Updates Tab (aka JOURNAL object). I also believe we were reporting on the same object we were editing (eg changing Project Status, and specifically searching for Notes on that same ProjectID). I think it's time to rub the helpdesk lamp and tell the Dev Genie you'd like to use up one of your wishes. Regards, Doug

Laura, I agree with Doug. Open a helpdesk ticket and they can take a closer look at the report with you and determine if this is something that needs be be looked at by the Development Team. Adam

Oh, sorry, didn't realise :) I'll call support and see what they say. Thanks -----End Original Message-----

Happy to report we've done it!!! Well Nikolay created the report to be precise! I've attached screenshots of the report as well as the all important filters. We were close team!

Laura, Thanks for sharing. I notice that your filters don't include where Note ObjCode is blank. Why aren't you getting issue and task status changes on your report as well? Also, I guess the Audit TYPE equal to "Status Change" or "Combined Entry" is not required since you've got the Audit Text contains filter...