I have created a Document Approval report for users to see all the documents that they have been requested to approve. It shows the document name, who sent it to them, the date it was requested and a document thumbnail. I have filter that shows only document approvals that are pending.
I am wanting to add the column of Proof Deadline from the Document Approval Report so users can see the deadline that was set in the workflow section of the document. I have tried to use the API Explorer and the reference fields for Document Version, but my text mode skills are a little rusty and I am having trouble using the correct syntax. From the training. I remember when creating text mode statements, you reference related objects by inputting the reference name, colon, and field camel case for the second object.
My text looks like this:
displayname=
linkedname=document:documentVersion
namekey=view.relatedcolumn
namekeyargkey.0=documentVersion
namekeyargkey.1=proofDeadlineDate
querysort=documentVersion:proofDeadlineDate
textmode=true
valuefield=documentVersion:proofDeadlineDate
valueformat=atDate
Please let me know what I am doing wrong or is it even possible to do?
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Hi - for referencing (when you can use the colon), it needs to be with something the object has a one-to-one relationship with.
You were close, but a document can have multiple versions. Usually that would mean that we would have to use a collection, but documents are special. They have the ability to reference currentVersion.
Try this...
displayname=Proof Deadline
querysort=currentVersion:proofDeadlineDate
textmode=true
valuefield=currentVersion:proofDeadlineDate
valueformat=atDate
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@Anthony Imgrund‚
Thank you for the suggestion. I appreciate time you took to look at my issue. I tried your syntax, but unfortunately it did not return any data. I am testing this in Preview, but that should not matter, correct?
Please let me know if you have any other suggestions.
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Hi Joseph, just to confirm, you are using a document report and the current version of the proof has a deadline?
Here is what I see...
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That code didn't work for me either. I'm using a Document Version report. Can you update it for that type of report?
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