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Level 3
Dec 13, 2022 8:51 AM UTC
Solved

ProofHq Dashboard

How external users can see all their proofs and the deadline in proofhq dashboard

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HollySe
HollySeAccepted solution
Level 3
Dec 13, 2022 7:57 PM UTC

This can be achieved natively by using a Proofing Report. Your filters will want to be something like the following:

Proof Approval> Awaiting Decision = True

Approver>Name = $$USER.ID

 

Columns can be adjusted to include a link to the document and deadline date. 

 

Add it to a dashboard and pin to the Dasboards view of your external user's layout template.

 

Hope that helps!

22 replies

HollySe
HollySeAccepted solution
Level 3
Dec 13, 2022 7:57 PM UTC

This can be achieved natively by using a Proofing Report. Your filters will want to be something like the following:

Proof Approval> Awaiting Decision = True

Approver>Name = $$USER.ID

 

Columns can be adjusted to include a link to the document and deadline date. 

 

Add it to a dashboard and pin to the Dasboards view of your external user's layout template.

 

Hope that helps!

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Arnab4Author
Level 3
Dec 14, 2022 1:15 PM UTC

Hi,

 

 

Thanks for helping me. I tried with this filter for create proof approval report.

Proof Approval> Awaiting Decision = True

Approver>Name = $$USER.ID

 

 

but final result is not display any data . i am not sure what happens

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Arnab4Author
Level 3
Dec 14, 2022 1:18 PM UTC

How can i adjusted a column like deadline date and can you tell me process of external users layout template?

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