Filtering Out Projects Based on Status on Proof Approval Report

[lauram26269131]

I'm working on a Proof Approval report for my proofreaders to see what proofs need their approvals. I'm getting a lot of proofs showing up on their report that are on completed projects. Which is a separate issue, but I really want to remove them from this report.

I want to only show proofs that are open that are on Current/Active projects. I can pull a column view to see the project status, but when I apply the filter below. I'm getting the "Whoops! Something went wrong. Please contact Workfront so we can figure out what went wrong and fix it." error message.

documentVersion:document:project:status=CUR

documentVersion:document:project:status_Mod=in

I'm not sure if it's too many jumps for this type of report.

[NicholeVargas]

@Laura Manley Currently, report filters can only jump 2 tables within the API, so as you've noticed, an error message is being received. The way around this would be to group your results by project status, following that same format, so that you can easily get a visual of which proofs are tied to Current or Active projects. If you have any questions, let me know! Nichole Vargas Customer Programs Specialist, Workfront

[jessica_shultz]

Hi Laura,

We had the same issue with our proof report too! We now use an EXISTS statement to filter on Current projects. The only issue is that if this filter breaks, it is no longer supported to be fixed.

EXISTS:a:$$OBJCODE=DOCU

EXISTS:a:project:status=CUR

EXISTS:a:project:status_Mod=in

EXISTS:a:versions:ID=FIELD:documentVersionID

We also have an idea on the Idea Exchange if you want to upvote to add more filters to the proof approval report.

https://experience.workfront.com/s/idea/0870z0000004VtAAAU/detail

Hope this helps!

Thanks,

[lauram26269131]

Thank you! This did work for us and I voted on that idea. Laura Manley Stream Companies

[ByronNa]

So Jessie, if you add that to the filter text mode string it should filter down to just Projects in Current status? I added it but I'm not seeing any results. Could it be conflicting with my grouping by project status? Byron Nash INSP, LLC.

[ByronNa]

I got it to work. I had several OR statements and needed to add these lines to each one. Byron Nash INSP, LLC.

[jessica_shultz]

Hi Brian, Great! I'm glad you got it to work. Thanks, Jessie Shultz Mercy Health