How do I get my Document Approval Report to only show a group of projects inside a specific portfolio/program? | Community
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DeborahBaker
DeborahBaker
Level 2
July 4, 2022
Question

How do I get my Document Approval Report to only show a group of projects inside a specific portfolio/program?

  • July 4, 2022
  • 2 replies
  • 1757 views

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...

  • Proof Approval
  • Approver
  • Document Version
  • Requester

Any help would be greatly appreciated. TY

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2 replies

NicholeVargas
Adobe Employee
NicholeVargasAdobe Employee
Adobe Employee
August 2, 2022

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! 

    NicholeVargas
    Adobe Employee
    NicholeVargasAdobe Employee
    Adobe Employee
    August 10, 2022

    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>

     

      P
      Pat_Paterson
      Level 4
      November 8, 2024

      How would this code work if we needed to add multiple portfolios?

      NicholeVargas
      Adobe Employee
      NicholeVargasAdobe Employee
      Adobe Employee
      November 12, 2024

      @pat_paterson You can still use that same filter, but when pasting in your portfolio IDs, separate them by a tab. For example: 

      EXISTS:1:$$OBJCODE=PROJ EXISTS:1:documents:currentVersionID=FIELD:documentVersionID EXISTS:1:portfolioID=5f57dce2001061c3d1af8b99f16f3fa4 aecf4d568ba9db8fe0539260720a5552 aecf4d568a30db8fe0539260720a5552

       

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