Document Report that Shows Documents Awaiting My Approval in WorkfrontProof

Forum|Forum|8 years ago
October 24, 2017
24 replies
3085 views

Hello -- we are trying to mostly do away with the use of the Standalone WorkfrontProof product and purely work out of Workfront itself as not to bounce back and forth between two systems. A key for us doing this is building a Document Report that shows documents awaiting my approval in WorkfrontProof --- if I'm one of the users in the established workflow that needs approve the document. However, I can't figure out how to accomplish this. So far I've only been successful in creating a report that shows the Documents that users have put in WorkfrontProof via Workfront that are pending approval from other users (or approved). Does anyone know if it is possible to build a document report that shows documents awaiting the user's approval in WorkfrontProof that were entered via Workfront? And if so, how? Thanks! Matt May Stream Companies

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imgrund

Adobe Employee

Hi - Coming in 18.2! Although, I did find out it will not be retroactive. So only completed proof approvals after the 18.2 release View this on Workfront > Anthony Imgrund FCB

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JillAc

Level 10

Ah ha! Just a few more weeks ...

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CatherineKe

Level 5

I'm looking for a variation of this ability. I have a report utilizing $$USER.ID that shows proofs that are waiting on an approval, but would like it to also include proofs where the user is designated only as a Reviewer (not Reviewer & Approver). Is this possible? Cathy Kenny Tire Rack

imgrund

Adobe Employee

I can't think of a way. Unfortunately the object type is "proof approval" so is only created when they a person needs to approve. :( Instead of an approval, it should almost be like the Assignment object. Like "proof assignment" so that you can get more info from the proof itself (instead of just the document version in Workfront) but then also have it include people who are just reviewers. I'm in meetings all day today, but I'll check idea exchange and see if there is something already there. If not, I'll create some thing and post it here. :) Anthony Imgrund FCB

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SuryaLa1

Level 2

Hi Jill, Were you able to figure out how Proof Approval report can be filtered to show proofs associates to projects with "Current" status? Thanks! Surya Laani Scholastic

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StephanieBa

Level 2

Hi, I found this EXISTS code in a previous thread and added it to our proof approval report. It filters out jobs which are not in "current" status, and also jobs in which ANY decision is pending. Groupings: group.0.linkedname=document group.0.namekey=view.relatedcolumn group.0.namekeyargkey.0=document group.0.namekeyargkey.1=ID group.0.valuefield=documentVersion:document:name group.0.valueformat=string textmode=true Filters: EXISTS:a:$$OBJCODE=DOCU EXISTS:a:project:status=CUR EXISTS:a:project:status_Mod=in EXISTS:a:versions:ID=FIELD:documentVersionID approverDecision=pending approverDecision_Mod=cinotcontains documentVersion:proofedByUserID=$$USER.ID documentVersion:proofedByUserID_Mod=in isCurrentDocumentVersion=true isCurrentDocumentVersion_Mod=eq I hope this is helpful! Stephanie Bayard Oticon, Inc.

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SuryaLa1

Level 2

Hi Stephanie, That worked! Thank you so much for sharing this!! Surya Laani Scholastic

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KarenTo

Level 2

Hi Anthony, did you find a way to show a proofs that I need to review (but not approve)? Thanks! Karen Towler Tesco Bank