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JennyWi
JennyWi
Level 3
Mar 16, 2023 3:03 PM UTC
Solved

Custom Status "Revision" is causing issues with a report

Hello, we've recently added a project status titled "Revision", however when we use this status the project doesn't appear in our Active Project Sponsor report even though I added it to the report setting filters. Would love help finding a solution so that our requestors can see their projects when this status is chosen. 

https://azblue.my.workfront.com/report/60a410e500181b395f1681a800e672c2/edit

 

 

Jenny Williams

 

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RandyRoberts
RandyRobertsAccepted solution
Community Advisor
Mar 16, 2023 5:27 PM UTC

Thanks, you may want to try "equates with" instead of "equals". In your setup, each status equates with a predefined status like active, planning on hold, etc. There are far fewer base statuses than custom ones so it makes your list much easier to manage.

 

That being said, As a troubleshooting method, try filtering for just "Revision" projects and see if that works. If so, add a few more at a time until it breaks. It could be that something is conflicting in all those statuses. Post your findings as it may help someone else.

 

Also, if it's listing hundreds of projects, the "revision" ones could be on a later page in your list.

 

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3 replies

RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
Mar 16, 2023 5:01 PM UTC

Can you post a screenshot of your filters?

 

No one can see your Workfront without a login so your URL is moot.

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    JennyWi
    JennyWiAuthor
    Level 3
    Mar 16, 2023 5:14 PM UTC

     

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    RandyRoberts
    Community Advisor
    RandyRobertsCommunity AdvisorAccepted solution
    Community Advisor
    Mar 16, 2023 5:27 PM UTC

    Thanks, you may want to try "equates with" instead of "equals". In your setup, each status equates with a predefined status like active, planning on hold, etc. There are far fewer base statuses than custom ones so it makes your list much easier to manage.

     

    That being said, As a troubleshooting method, try filtering for just "Revision" projects and see if that works. If so, add a few more at a time until it breaks. It could be that something is conflicting in all those statuses. Post your findings as it may help someone else.

     

    Also, if it's listing hundreds of projects, the "revision" ones could be on a later page in your list.

     

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