Approvals Report - Can we add a "go to proof" link? | Community
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TracyPa2
Level 4
June 12, 2020
Question

Approvals Report - Can we add a "go to proof" link?

  • June 12, 2020
  • 5 replies
  • 1853 views

I am trying to create a dashboard for our Requestors to have one location to go to for all their pending proof approvals.

I created this (attached). The only problem is if they click on the document name link it will not take them to the proof.

I think this is because they do not have access to our projects where the proof lives.

Is there anyway to make another column in this that would "open proof"?

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    5 replies

    MoniqueEvans
    Community Advisor
    MoniqueEvansCommunity Advisor
    Community Advisor
    June 15, 2020

    On my approval reports, I renamed the "Document Name" column to say "Document (Click Filename to Open)" that seems to have helped my users. The other thing you can do (I think) is add the document icons column which should include download and open icons

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    TracyPa2Author
    Level 4
    June 15, 2020

    Since they don't have access to the project the document lives in, it will not open for them by clicking on the file name. I also just checked and it doesn't give me the option to add the document icon in the report.

    Thank you for trying though.

    E
    ElysiaYu
    Level 3
    June 15, 2020

    Hi, on the report, we added a column called 'Proof link'. And then in the text mode, we have this code.

    displayname=Proof Link

    shortview=true

    textmode=true

    valueexpression=CONCAT("https://usanainc.my.workfront.com/document/",{documentVersion}.{ID},"/proof/",{documentVersion}.{proofID},"/view")

    valueformat=HTML

    That seems to work. You would have to change the url to then your domain of Workfront (bolded). Try this and see if it works!

      T
      TracyPa2Author
      Level 4
      June 15, 2020

      Yes, this works. Thank you so much!

      A
      AlexandraHu
      Level 2
      June 23, 2020

      Does this text mode open up the proof in Workfront or ProofHQ? We used this code but all of the links open to a page that says "that document no longer exists."

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      TracyPa2Author
      Level 4
      June 23, 2020

      Mine opens up in Proof HQ.

      A
      AlexandraHu
      Level 2
      June 23, 2020

      Hi! Yes, we changed the domain and ended up configuring it to open in ProofHQ. We weren't sure if we could open up the proof in Workfront in case a user did not have a ProofHQ account.

      E
      ElysiaYu
      Level 3
      June 23, 2020

      Sorry I'm not much help now. As I understand it, as long as the person has a review license, they should still be able to open it up in Proof. I'm not an expert and couldn't really say why it wouldn't work. Good luck!

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