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SOLVED

Filter Project Document Approvals by Project Portfolio

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Level 3

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. 

1 Accepted Solution

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Correct answer by
Community Advisor

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.

 

View solution in original post

3 Replies

Avatar

Correct answer by
Community Advisor

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.

 

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Level 3

This worked! Thank you so much! 

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

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Community Advisor

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.