How to display task status on a Proof Approval report | Community
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Y
YinMe
Level 2
January 4, 2024
Question

How to display task status on a Proof Approval report

  • January 4, 2024
  • 1 reply
  • 666 views

We have a task level custom field named "Sub Milestone" (internal reference is DE:tasks:Sub Milestone). We would like to create a Proof Approval report, with a column to display the status of the task where DE:tasks:Sub Milestone=MARKETING APPROVED. I'd really appreciate any suggestions on how to accomplish that.

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1 reply

KellieGardner
Community Advisor
KellieGardnerCommunity Advisor
Community Advisor
January 5, 2024

I've never been able to get project or task information on a document version report. The fields aren't available in the API so I think it's safe to assume it's not really an option.

 

For this reason, I've had to create document reports instead of document version reports. 

 

In the document report I'm able to access document, document version, project/task/issue information depending on where the document was loaded and it works great for our use case.

 

 

Y
YinMeAuthor
Level 2
January 8, 2024

Appreciate your reply!

I double-checked the report, and it is actually a "Proof Approval" report, not Document Version. Sorry about the confusion! So, in that case, is there a solution to my inquiry? (I've updated the original post.)

JohnMitchellWF
JohnMitchellWF
Level 2
May 7, 2025

Hi Kevin,

 

Just found this while looking for something else.


Here is an example of pulling in a linked task name to a proof approval report. You can replace namekeyargkey.3=name with something like a DE: field or another system field on the task to pull in Task info.

displayname=Task Link
linkedname=documentVersion
namekey=view.relatedcolumn
namekeyargkey.0=documentVersion
namekeyargkey.1=document
namekeyargkey.2=task
namekeyargkey.3=name
querysort=documentVersion:document:task:name
usewidths=true
valuefield=documentVersion:document:task:name
valueformat=HTML
width=150

 

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