Working on yet another tricky Text Mode Report and hit a wall. We're creating a Proof Approval Report and want to only show Proofs where the project status is Current or Planning. I know this will need to use EXISTS but running into an issue because Proof Approval needs to connect with Document Vers...

Many times on one project there can be several Proofs that need to be approved by the same people. It makes sense to keep these are separate files because they do function as separate things and the approval of file A means the team can proceed while file B is still under review and iterations.Ideal...

I cannot tell you how many people I've sent to your page, @NRYN R - inactive‚. I genuinely appreciate the time you take to set up these videos and packages. You're a wealth of knowledge and possess a power within reporting that is beyond mastery level.

This is very much still in the conception phase but the idea is that the person would sit down with the project coordinator and the PC would open a project(s) for them using the appropriate template(s) but the status would stay as Idea. The form is already attached but the only person looking at thi...

Yes you can add a prompt (my report uses them as well) for Report Type you will need to select equals and type in the Workfront code. For example, a Project Report would be PROJ. Assignment = ASSGN; Task = TASK

Another awesome use case I just remembered is when you're updating a custom field and need to know what reports are affected by it. IE has an option as a filter, or grouping by the field, or conditional formatting with that field. This will help you understand the connections and remind you to edit ...

In a few Braindates yesterday I was asked how to report on the reporting elements (view, filter, grouping) within a report. This can be particularly useful when trying to find a specific report as well as when cleaning up reports and easily identifying duplicates. Here is the code for each column. Y...

Thanks for making it happen!

This filled up before I had a chance to sign up.  Please share this genius with the rest of the class after the Braindate!! 

I recently learned that adding a user to a Proof only gives them access to see the Proof and not the document. This means that if you create a file and send a Proof to your client to review and approve. After they make their decision, they have no way of getting back to that document unless they hav...