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Level 2
Jun 12, 2024 4:36 PM UTC
Solved

User Proof Permission Profiles Reporting

I need a way to bulk edit users who have the Proof Permission Profile of Supervisor. Is there a way to do this without having to go into each user individually? Is there Text Mode I can use as a field in a filter? or is there a way to make a calculated field in a user report to pull in the Proof Permission Profiles so I can filter them out?

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Madalyn_Destafney
Madalyn_DestafneyAccepted solution
Community Advisor
Jun 12, 2024 6:19 PM UTC

Please see sreen shots 

 


Very strange I can see this and you cannot. I found this from a past thread that may get results for you instead. 

In the user report, add the below text mode to a column and see if that pulls in results.

 

displayname=Proof Permission Profile

textmode=true

valueexpression=IF({proofAccountRole}=5,"Manager",IF({proofAccountRole}=4,"Supervisor",IF({proofAccountRole}=3,"Admin",{proofAccountRole})))

Regardless, I think you should submit a ticket to WF Support to see why you're not able to access that proof permission profile filter.

If this helped you, please mark correct to help others : )

5 replies

Madalyn_Destafney
Community Advisor
Community Advisor
Jun 12, 2024 5:12 PM UTC

Hi there! This can be done easily with a user report. Open a user report and add this filter along with any others you need:

Then you can select all of the results or however many needed and bulk edit.

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Level 2
Jun 12, 2024 5:39 PM UTC

I went to create a User report and I do not have that option (I have system admin access) see screenshot

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Madalyn_Destafney
Community Advisor
Community Advisor
Jun 12, 2024 5:55 PM UTC

Interesting. Do your users have proof licenses indicated in their profiles? What if you just search 'permission'?

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If this helped you, please mark correct to help others : )