We need to use a document report to add custom status notes for proofs but want to be able to pull in Proof Approval > Approver ID similar to a proof approval report.
It doesn't work copying over in text mode and we can't locate anything similar except for adding proofs based on that project's sponsor or owner.
Does anyone have any suggestions? Our goal is to allow our teams to add notes stating who the proof is with for review or other information inline without having to click into each proof. We can't add the custom form that is editable inline to a Proof Approval report.
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Does it have to be a document report? A doc approval report might give you what you're looking for.
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Thanks so much for the idea! Unfortunately, that report type doesn't let us track documents turned into proofs.
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I have some text mode that might help. But it is for a document version object type (because the hierarchy is proof approval, document version, document, and then etc. etc.)
It is Proofs Pending Your Approval on Current Projects
EXISTS:1:$$OBJCODE=DOCU
EXISTS:1:ID=FIELD:documentID
EXISTS:1:project:status=CUR
EXISTS:1:project:status_Mod=in
EXISTS:2:$$OBJCODE=PRFAPL
EXISTS:2:approverID=$$USER.ID
EXISTS:2:documentVersionID=FIELD:ID
isCurrentVersion=true
isCurrentVersion_Mod=eq
proofDecision=pending
proofDecision_Mod=cieq
proofID_Mod=notblank
If that doesn't work, the issue you are running into is that approvers are on document versions. So you will need to look at the options in Current Version when looking at a document report. (And since a proof can have multiple approvers, not sure you can get to it via the wizard.
I'd like to help but our company doesn't use Proof approvals (we use document approvals). The following appears to work (in our system) and has the right syntax for a proof approval, so you can try it in your system if you like! I'm curious to know if it would work.
(this is a column in a view)
displayname=Approvers
listdelimiter=<br>
listmethod=nested(currentVersion.proofApprovals).lists
textmode=true
type=iterate
valueexpression=CONCAT({approver}.{name}," | ",{approverDecision})
valueformat=HTML
That does work on a document report Skye. Thanks for the suggestion!
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This is amazing! I've been looking for a solve for this forever. Thank you.
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