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SOLVED

custom project fields on proof approval report

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Level 6

We have a field called Requested priority on our projects. Is there a way to show the value of a custom project field on a proof approval report. 

1 Accepted Solution

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Correct answer by
Community Advisor

Hi,

 

Using the following text mode in a column on your proof approval report should return the "Requested Priority" from the proof's associated project:

 

displayname=Requested priority
namekey=view.relatedcolumn
namekeyargkey.0=documentVersion
namekeyargkey.1=document
namekeyargkey.2=project
namekeyargkey.3=DE:Requested priority
textmode=true
valuefield=documentVersion:document:project:DE:Requested priority
valueformat=HTML

 

Best Regards,

Rich. 

View solution in original post

7 Replies

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Correct answer by
Community Advisor

Hi,

 

Using the following text mode in a column on your proof approval report should return the "Requested Priority" from the proof's associated project:

 

displayname=Requested priority
namekey=view.relatedcolumn
namekeyargkey.0=documentVersion
namekeyargkey.1=document
namekeyargkey.2=project
namekeyargkey.3=DE:Requested priority
textmode=true
valuefield=documentVersion:document:project:DE:Requested priority
valueformat=HTML

 

Best Regards,

Rich. 

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Level 6

Thanks! I was leaving out that last namekeyargkey.

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Level 1

Any idea how to get a column that pulls the project owner?

 

 

Thanks!

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Level 1

"Name" attribute under "Owner" field (not project)

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Community Advisor

Hi Richard! Found this thread looking for help on custom field filters on a proof approval report. Can you help me translate this into a filter? I can do the column text mode just fine but when I try to use EXISTS text mode in filters I can't crack it. I want to use this Region custom form field (project level) to filter in only pending proofs on Americas projects, for example.

displayname=Region
shortview=true
valuefield=documentVersion:document:project:DE:Region - DX Campaign Ops
valueformat=HTML

 

If this helped you, please mark correct to help others : )

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Community Advisor

Hey @Madalyn_Destafney,

 

Sure thing, this following text mode should do it. This will only return proof approvals where the overall decision is still pending on projects where DE:Region - DX Campaign Ops = "Americas"

 

EXISTS:1:$$EXISTSMOD=EXISTS
EXISTS:1:$$OBJCODE=DOCU

EXISTS:1:versions:ID=FIELD:documentVersionID
EXISTS:1:DE:project:Region - DX Campaign Ops=Americas
EXISTS:1:DE:project:Region - DX Campaign Ops_Mod=eq
EXISTS:1:currentVersion:proofDecision=pending

EXISTS:1:currentVersion:proofDecision_Mod=eq

 

Best Regards,

Rich.

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Community Advisor

Thanks Richard, I had figured it out shortly after posting this to you thanks to Kurt Jones in a separate thread. Forgot to come back here to say no need. Have a good one!

If this helped you, please mark correct to help others : )