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JosephBe1
JosephBe1
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  • I have created a Document Approval report for users to see all the documents that they have been requested to approve. It shows the document name, who sent it to them, the date it was requested and a document thumbnail. I have filter that shows only document approvals that are pending.I am wanting t...

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    481

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    4
  • In the New Experience, when a proof approval is created, the user now sees Proof Decision and Document Decision options (see attached) instead of the Approve, Changes Required, and Reject options in the classic version. It does not happen all the time and I cannot figure out the reason it only happe...

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  • I am creating a pseudo scorecard on a custom form. I have radio button fields that a user will select the answer that best fits the statement. Example: The project adhered to brand standards Choices: Agree Somewhat Agree Disagree I have a calculated field set up to "score" the choice selected IF(...

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    327

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  • We have a task report on a dashboard that shows users what tasks are ready for them to work on. For Business reasons we teach our users to use the report on the dashboard instead of the Working On tab. The filters include: Assignment User ID = $$USER.ID Task Can Start = True Project Status = Current...

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    Questions

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    311

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    1

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  • Is anyone noticing a difference in the amount of results being returned when using the search option? I am noticing that the results that came back used to highlight the word/phrase that was searched. Now, it does not. Another oddity that I noticed has to do with a concatenated field that we use. To...

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    Questions

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    306

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    3
  • When we Generate a Proof, we usually get a thumbnail of the piece. Today, we started seeing this image: Is anyone else having this issue? Any proof that was generated before today has the thumbnail image. Only the proofs we have generated today have the generic image. The type of file generated does...

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    Questions

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    726

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    12
  • I have created a task report that shows tasks that can start for each user. The issue I am having is that if a task is assigned to more than one person, the task does not show up on the report. It shows in the My Work area, but our users use the report I created on a dashboard with other reports to ...

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    Questions

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    217

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  • When you upload a document for the first time, you have the option to enter a URL from which a proof will be generated. ProofHQ captures that URL and generates a proof that can be commented on in the tool. If you want to add a new version of the proof (after updates have been made) you only have the...

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    Ideas

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    97

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    2

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    0
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