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C
ChrisWi1
October 11, 2018
Question

Custom Proofing Approval Report

  • October 11, 2018
  • 12 replies
  • 1927 views

Hi WF Community, I want to create a proofing approval report with the following characteristics and don't know where to start. I've tried a few of my old tricks but they don't seem to work with this new report type. Any ideas on how I can accomplish these goals?

View (columns needed):

-Proof Name

-Proof Owner

-Proof Deadline Time Stamp

-Project/Task/Issue Name the Proof was generated in

-Link to the WF Project/Task/Issue the Proof was generated in (bonus if you can make the column above a clickable link and we can remove this column)

-Stage the Proof is In

-Comments Added when the Proof was Generated

Grouping:

-By Project Category (aka Project Type)

Filters:

-Only show proofs where the proof creator's home team ID = user's home team ID.

Additional Formatting:

-Conditional Red Text, Bold, Red Background on entire row if proof deadline is within an hour or past due

-Conditional Red Text, Bold, Red Background on entire row if document name contains "urgent" Christopher Wirth Stream Companies

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12 replies

S
SkyeHa
Level 10
October 11, 2018
This is just a comment that the Proof deadline (the last time I looked at it) is a text field, so hence not sortable by normal time-based constraints like a past-due time. -skye
E
exp_-RobLa
Level 2
November 24, 2018

This will get you to display the project the proof is on:

displayname=Project Name

linkedname=documentVersion

namekey=view.relatedcolumn

namekeyargkey.0=documentVersion

namekeyargkey.1=documentID

querysort=documentVersion:document:project:name

textmode=true valuefield=documentVersion:document:project:name

valueformat=HTML

Rob Lawrence Workfront

S
SkyeHa
Level 10
February 5, 2019
I had a chat with someone in Proof this morning, and rumor is the Proof deadline text field is being changed to a date field for R19.1 -- just in case anyone is interested. Haven't had a chance to test it yet. -skye
S
SeanSa1
Level 4
February 11, 2019
I don't suppose any of you have figured out how to get a link to the proof in a Proof Approval report column? Sean
ChristineZhu
ChristineZhu
Level 3
April 26, 2019
Hi @Rob Lawrence , could you also provide code for how to group proofs by Project? Thank you! Christine Zhu Chobani
imgrund
Adobe Employee
imgrundAdobe Employee
Adobe Employee
April 29, 2019
Hi - yeah, you can only go to the document in a proof approval report as the Proof URL is not stored in Workfront at the moment. I remember seeing something in the Idea Exchange about that, but I can't find it. Anthony Imgrund FCB
E
exp_-RobLa
Level 2
May 21, 2019

Hi @Christine Zhu ,

group.0.displayname=Project Name

group.0.linkedname=documentVersion

group.0.namekey=view.relatedcolumn

group.0.namekeyargkey.0=documentVersion

group.0.namekeyargkey.1=documentID group.0.querysort=documentVersion:document:project:name

group.0.valuefield=documentVersion:document:project:name

group.0.valueformat=HTML

textmode=true

Rob Lawrence Workfront

K
KevinQu1
Level 10
August 29, 2019

Hi @Rob Lawrence , @Skye Hansen sent me to this thread, which has been helpful to get the project name pulled over. I tried your grouping trick (Post #8 above) however and it listed all of the proofs under a grouping called "Project Name: No Value"

Is there something I'm missing or has there been some sort of changes?

And actually, what would be ideal is grouping "by Project by Document Name"...

THANKS! Kevin Quosig

E
exp_-RobLa
Level 2
August 29, 2019

Hi @Kevin Quosig , Looks like there was an issue with the value format, this should resolve it:

group.0.displayname=Project Name

group.0.linkedname=documentVersion

group.0.name=Project Name

group.0.namekey=view.relatedcolumn

group.0.namekeyargkey.0=documentVersion

group.0.namekeyargkey.1=documentID group.0.querysort=documentVersion:document:project:name group.0.valuefield=documentVersion:document:project:name

group.0.valueformat=string

textmode=true

Rob Lawrence Workfront

E
exp_-RobLa
Level 2
August 29, 2019
try this for adding document name below: group.0.displayname=Project Name group.0.linkedname=documentVersion group.0.name=Project Name group.0.namekey=view.relatedcolumn group.0.namekeyargkey.0=documentVersion group.0.namekeyargkey.1=documentID group.0.querysort=documentVersion:document:project:name group.0.valuefield=documentVersion:document:project:name group.0.valueformat=string group.1.descriptionkey=document.name group.1.link.linkproperty.0.name=ID group.1.link.linkproperty.0.valuefield=documentID group.1.link.linkproperty.0.valueformat=string group.1.link.lookup=link.view group.1.link.value=nested(documentVersion).nested(document).val(objCode) group.1.namekey=document.name group.1.querysort=documentVersion:document:name group.1.valuefield=documentVersion:document:name group.1.valueformat=HTML group.1.width=100 textmode=true Rob Lawrence Workfront
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