How to display custom form data in column in proof approval report

[Richard__Carlson]

I'm trying to create a nice proof approval report for some people who have to deal with a lot of proofs here. I would like to add a column which indicates the corresponding deliverable type, we hope that this would help users self assign priority on approvals based on the deliverable info. The thinking is that some types of deliverables will always take priority over others. I know that text mode is the way, but so far I've been unable to come up with something that works, my text mode attempt is below - I suspect that the querysort line isnt correctly referring to the form. In this example we have an existing project custom form named Deliverable Type. valuefield=project:Deliverable Type querysort=DE:project:Deliverable Type valueformat=customDataLabelsAsString displayname= linkedname=project namekey=view.relatedcolumn namekeyargkey.0=project namekeyargkey.1=Deliverable Type Richard Carlson Behr Paint Company Santa Ana, CA

[AnthonyIm]

Hi - proof approvals are a lot further down the chain. valuefield=documentVersion:document:project:Deliverable Type querysort=DE:documentVersion:document:project:Deliverable Type valueformat=customDataLabelsAsString displayname=Deliverable Type Not sure if you are familiar with the API explorer, but I love it to figure out how different objects are related to each other. For referencing (one-to-one relationships), you can go to the object in the API Explorer (Proof Approvals) and go to the Reference tab and see that Project is not an option. It let's you see all the options and then you can build your text code from there. 🙂 (URL: https://experience.workfront.com/s/api-explorer ) Anthony Imgrund FCB

[Richard__Carlson]

@Anthony Imgrund Yes! Thank you so much that was perfect. With your help I was able to pull this together for a demonstration in the nick of time! If you're going to Leap I owe you a drink. I had been aware of the API explorer before but I was a little uncertain as to how to properly make use of it. Using your suggestion as a guide I can now see how to you can use it to determine the object path . Give a man a fish, feed him for a day - teach him to fish, feed him for a lifetime. Thanks again! Richard Carlson Behr Paint Company Santa Ana, CA