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ty-simpson
ty-simpson
Level 2
May 8, 2024
Solved

Filter Project Document Approvals by Project Portfolio

  • May 8, 2024
  • 1 reply
  • 705 views

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. 

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Best answer by Richard_Le_

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.

 

1 reply

R
Community Advisor
Richard_Le_Community AdvisorAccepted solution
Community Advisor
May 8, 2024

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
    ty-simpsonAuthor
    Level 2
    May 8, 2024

    This worked! Thank you so much! 

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

    R
    Community Advisor
    Richard_Le_Community Advisor
    Community Advisor
    May 8, 2024

    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.

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