I'm trying to make a document Proof Approval report...but I only want to see documents within a specific Portfolio/Program. When I go to group this proof approval report, or filter my view, it won't let me know keep it native to any sort of grouping. Only...
Any help would be greatly appreciated. TY
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Deborah - would you mind sharing which type of report you are using? Is it a Document Approval or Proof Approval report? This could be done through text mode, if you can just let me know which report type. Thanks!
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Deborah - if you created a Proof Approval report, you can use the following text mode filter to include only Proofs within a specific portfolio. You'll just want to swap out (insert ID here) with the actual ID of your portfolio, which can be found in the URL.
EXISTS:1:$$OBJCODE=PROJ EXISTS:1:documents:currentVersionID=FIELD:documentVersionID EXISTS:1:portfolioID=<INSERT ID HERE>
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