Filter Project Document Approvals by Project Portfolio

[ty-simpson]

Good morning -

I'm trying to get a report that shows Document Approvals for documents on a project filtered by the project's portfolio. I haven't quite mastered text mode filtering yet. 

[Richard_Le_ · Accepted solution]

Hey,

In a Document Approval report, the following text mode filter would do it:

EXISTS:1:$$EXISTSMOD=EXISTS
EXISTS:1:$$OBJCODE=DOCU
EXISTS:1:ID=FIELD:documentID
EXISTS:1:project:portfolioID=**INSERT PORTFOLIO ID HERE**
EXISTS:1:project:portfolioID_Mod=in

Just replace **INSERT PORTFOLIO ID HERE** with the ID of your portfolio and this should work.

If you need to filter to a specific project within that portfolio, the code would look like this:

EXISTS:1:$$EXISTSMOD=EXISTS
EXISTS:1:$$OBJCODE=DOCU
EXISTS:1:ID=FIELD:documentID
EXISTS:1:project:portfolioID=**INSERT PORTFOLIO ID HERE**
EXISTS:1:project:portfolioID_Mod=in
EXISTS:1:projectID=**INSERT PROJECT ID HERE**
EXISTS:1:projectID_Mod=in

And obviously just insert the project ID where indicated

Best Regards,

Rich.

[ty-simpson]

This worked! Thank you so much! 

As a follow up - is there a way to do something similar with a Proof Approval report?

[Richard_Le_]

Sure.

I haven't fully tested, but this should work in a proof approval report:

EXISTS:1:$$EXISTSMOD=EXISTS
EXISTS:1:$$OBJCODE=DOCU
EXISTS:1:currentVersionID=FIELD:documentVersionID
EXISTS:1:project:portfolioID=**INSERT PORTFOLIO ID**
EXISTS:1:project:portfolioID_Mod=eq

Best Regards,

Rich.