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Canvas document approval reports (for new doc approvals)

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https://experienceleague.adobe.com/en/docs/workfront/using/product-announcements/product-releases/re...

 

For those who were not aware, there will be a phased rollout of Unified Approvals to all customers over the next six months. (There has been an opt-in opportunity over the past year, so I know some of you have already adopted.)

 

For those who have not yet adopted, my understanding is that Unified Approvals and Document Approvals are two different objects. The reports that you create for document approvals will not cease working immediately upon transition because for a while, you'll have two different types of document approvals in the system -- your new unified ones and your old doc approval ones. However, you will notice that new approvals will not show up on these reports.

 

With that in mind, I'd like to open up a discussion space below. (I'll move it into the discussion area on Monday, just that most folks tend to look in the questions area first so I would like to get some eyes on this before moving over)

 

For those that have already adopted unified approvals:

- can you talk us through some of your highly used unified approval reports? (feel free to talk through details on how you make them, what columns you add, etc.) Especially valuable -- talking through some of the advantages you've been able to reap with the new doc approvals functionalities like selecting reviewer vs approver, or deadlines.

- any transition tips for the admins?

- Usage of the Home widgets -- how is this going? Pain points or ideas for us to upvote?

 

My own handy tip: if you report on document approvals, I feel like it's pretty imperative that you add canvas dashboards to your system ASAP, so you can start upskilling in this new type of report building.

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Transition tip: How many document approval reports do I have?

 

This is a report report, filtering on "report type = DOCAPL" -- you can do this in the standard mode, or just copy/paste the text mode below 

uiObjCode=DOCAPL
uiObjCode_Mod=cieq

 

* Intermediate: look for Doc Approval views, filters and groupings in your setup area

*Advanced reporting note: remember to check your other object report filter definitions (or independent filter filter definitions) for "DOCAPL"

 

This type of review is to build an overview of what your instance is currently using doc approval reporting for -- filters, views, groupings, and charts. Be very strict -- if it hasn't been looked at in over a year (or 6 months, to be honest) I would recommend you just immediately delete the report.

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