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jessica_shultz
jessica_shultz
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  • ‚The Proof Approval Report is an option for report type when creating a new report. It is part of the same option list as "Task", "Project", or "Hours". There just isn't a whole lot of functionality to the Proof Approval Reports and I would like to see more filters and other items added.

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  • As of right now, only those with Workfront licenses will display as an “approver” on the Proof Approval report. In our department, we send proofs to external users for review and approval and as of right now there isn’t a way to track the proof approval process (decisions, last update, etc.) on thos...

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  • The ability to have an option to lock proof stages only after an “Approved” decision has been made. Currently, when an approver marks a proof “Changes Required”, the stage locks and the proof creator can’t respond to or resolve comments on the proof. We use lock stages so that active proof stage sho...

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  • We would like to see the Proof Approval report have a filter for Project Status. This would make it easier for users to sort through their proofs because, in our case, we would set the project status equal to "current" so that our users are only seeing proofs associated with projects with the "curre...

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  • Hi Tadeo, I use a custom prompt on a Project report to look at individual users and the number of projects they are assigned to. This requires some manual prework of loading everyone individually so if you are wanting to do this for all your WF users, if you have a lot, will be a time commitment. Bu...

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  • It's the proof approval report. Thanks, Jessie Dantin Mercy Health

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  • HI Debbie, Yes I changed it in both places and it worked for me. Thanks, Jessie Dantin Mercy Health

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  • Hi Debbie, Sorry about that. I forgot about primary task owners. But I tried what Skye suggested and it worked for my report, pulling in more projects. I'm not sure how to check that it is pulling in everything. But my total project numbers did go up for the complete and current projects that a user...

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  • Hi Debbie, I did find what I consider a work around. It's not the easiest way to get to the project information but it does work. I created a project report with a custom prompt that would filter on the "assigned to id" on a project. For my purposes I was just doing this for a small group and not al...

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  • Hi Jen, Here is the text mode we use on our Proofs I Submitted for Approval report. It filters on current projects, current document version, and the user id. So when a user is logged in and looking at this report they are only seeing the current version of a document that is attached to a current p...

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