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VictoriaLinn
VictoriaLinn
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  • Hi @MattWindsor - What is their proof permission profile? I'm thinking they might be a Supervisor which is why they can see the comments from the private stage. 

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  • Yes! You can do this on either a documents or proof approval report type. Below are snippets of the filter to use for proof decision status.  Document: Current Version > Proof DecisionProof Approval (Option 1: Proof Decision is for proof as a whole): Document Version > Proof DecisionProof Approval (...

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  • Ah, so that looks like the Reference Number of the Template. So, to get the Template ID, navigate to the template itself and the ID is the number in the URL of that page. So, the text mode below, just swap out the ID for the template you have and it should work (but also should mention this assumes ...

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  • Ah, gotcha! Does the first project for the program always the same Project Template ID? If so, can add an IF statement for the valueexpression.

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  • Hi @lizpowell - You can use a collection text mode to pull in the project-level details to a program report. Here is more information on collections. This text mode is just the dates:displayname=Project Planned Start Dates listdelimiter=<p> listmethod=nested(projects).lists textmode=true type=iterat...

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  • @lizpowell - I would give the text mode below a try, let me know if it doesn't work!valuefield=project:portfolio:name querysort=project:portfolio:name valueformat=HTML displayname=Portfolio Sub-Family linkedname=project namekey=view.relatedcolumn namekeyargkey.0=project namekeyargkey.1=portfolio:nam...

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  • Adding a note that we figured this out in case anyone else in the future is also in need! More information located here: https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/task-approval-reporting-amp-tips/td-p/643598

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  • Hi @Stacey_Robertson - We do this! We use a project and utilize requests in the project (one request/issue per topic). I prefer requests for this instead of tasks because you can also setup a queue in the project and then have the custom form attached already to fill out when you create a new reques...

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  • Hi @Halie_Baer - We utilize team assignments on tasks often for users to pull their own work from a work basket/queue. If you want to use the native reports on the home page, then you would have to change the roles to team assignments. The other thing with assigning to a team and not a job role is t...

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  • Hi @helenavu - Are you only able to see the comments in which you are tagged / added on? If so, it would be a permission issue. Or are you adding comments and not tagging someone and they can't see what you said? There is an access level setting that enables users only to see tagged comments. Let me...

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