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How to filter Proof Approval Type report by using Project Custom fields?

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How to filter Proof Approval Type report by using Project Custom fields?

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Community Advisor

@sethuanand2626 

 

It seems in reporting you cannot traverse from a document version to parent objects beyond the document:

The hierarchy is 

  • portfolio
    • program
      • project
        • document
          • document version

Say you have project field "customProjectField"

You'll need to create a calculated field at the document, and make it show the project custom field:

docuCustomField = {project}.{DE:customProjectField}

 

Then in your report you can create a column 

valuefield=document:docuCustomField
valueformat=HTML
displayname=Field showing projectCustomField
linkedname=direct
namekey=document:docuCustomField