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How can I filter by a filter a Proof Approval report by a Custom Field at the project level?

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Level 4

Here's what I have in my filters right now, and it's just throwing an error.

documentVersion:document:project:DE:Destination=DestA DestB DestC

documentVersion:document:project:DE:Destination_Mod=in

isAwaitingDecision=true

isAwaitingDecision_Mod=eq

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1 Accepted Solution

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Correct answer by
Level 10

Hi - with the current reporting tool (which is getting an update in the future), the document object type is too far away from a Proof Approval Object to do filtering on that.

By any chance, can you get what you need from a Document Version report? Like, is seeing "Proofs on DestA, DestB, or DestC projects" okay? Or do you need a line item for each approver?

If you don't need a line item for each approver and just want which proofs, try this code in a Document Version report...

EXISTS:1:$$OBJCODE=DOCU

EXISTS:1:ID=FIELD:documentID

EXISTS:1:DE:project:Destination=DestA

EXISTS:1:DE:project:Destination_Mod=in

EXISTS:2:$$OBJCODE=DOCU

EXISTS:2:ID=FIELD:documentID

EXISTS:2:DE:project:Destination=DestA

EXISTS:2:DE:project:Destination_Mod=in

EXISTS:3:$$OBJCODE=DOCU

EXISTS:3:ID=FIELD:documentID

EXISTS:3:DE:project:Destination=DestA

EXISTS:3:DE:project:Destination_Mod=in

isCurrentVersion=true

isCurrentVersion_Mod=eq

proofDecision=pending

proofDecision_Mod=cieq

proofID_Mod=notblank

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2 Replies

Avatar

Correct answer by
Level 10

Hi - with the current reporting tool (which is getting an update in the future), the document object type is too far away from a Proof Approval Object to do filtering on that.

By any chance, can you get what you need from a Document Version report? Like, is seeing "Proofs on DestA, DestB, or DestC projects" okay? Or do you need a line item for each approver?

If you don't need a line item for each approver and just want which proofs, try this code in a Document Version report...

EXISTS:1:$$OBJCODE=DOCU

EXISTS:1:ID=FIELD:documentID

EXISTS:1:DE:project:Destination=DestA

EXISTS:1:DE:project:Destination_Mod=in

EXISTS:2:$$OBJCODE=DOCU

EXISTS:2:ID=FIELD:documentID

EXISTS:2:DE:project:Destination=DestA

EXISTS:2:DE:project:Destination_Mod=in

EXISTS:3:$$OBJCODE=DOCU

EXISTS:3:ID=FIELD:documentID

EXISTS:3:DE:project:Destination=DestA

EXISTS:3:DE:project:Destination_Mod=in

isCurrentVersion=true

isCurrentVersion_Mod=eq

proofDecision=pending

proofDecision_Mod=cieq

proofID_Mod=notblank

Avatar

Level 4

Thank you Anthony, I was able to make a Document Version report work! I did have to adjust the code above a bit, so it ended up more like this:

EXISTS:1:$$OBJCODE=DOCU

EXISTS:1:ID=FIELD:documentID

EXISTS:1:DE:project:Destination=DestA DestB DestC

EXISTS:1:DE:project:Destination_Mod=in

isCurrentVersion=true

isCurrentVersion_Mod=eq

proofDecision=pending

proofDecision_Mod=cieq

proofID_Mod=notblank