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Hi: We’ve tried to produce that report. There is an attribute on the Project that has the names of all of the approvers. I don’t know how to link that list of names to each step in a text mode report.
Here is a report that shows projects that are in an approval workflow. The Approvers and Status attribute has the step and specific approver for that step. I think to do the report you have to peel off the name from the Approvers and Status attribute.
Try this report below to see where the data is stored.
Hope this helps.
Eric
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Hi Narayan. To accomplish this cleanly, I think that the Approval Step object would be the best place to start, but it is not accessible from the Workfront Report Builder. However, if you can provide me a Power Search that returns what you would want to report on (filtered by $$USER.ID), we could accomplish it in a Magic Report. Regards, Doug
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Yes, this would be the same (or similar) to accessing the "My Work" approvals area. However, our users are working off of dashboards. So, we're setting this up in a report on that same interface. I did get some syntax for a task report, which would probably work out just fine for Issues or Projects as well. Here it is for anyone interested.
awaitingApprovalStepApproversMM:userID=$$USER.ID
awaitingApprovalStepApproversMM:userID_Mod=in
OR:1:awaitingApprovalStepApproversMM:roleID=$$USER.roleID
OR:1:awaitingApprovalStepApproversMM:roleID_Mod=in
OR:2:awaitingApprovalStepApproversMM:teamID=$$USER.homeTeamID $$USER.teamIDs
OR:2:awaitingApprovalStepApproversMM:teamID_Mod=in
OR:3:awaitingApprovalStepApproversMM:wildCard=$$PROJECT_OWNER
OR:3:awaitingApprovalStepApproversMM:wildCard_Mod=in
OR:3:projectOwnerID=$$USER.ID
OR:3:projectOwnerID_Mod=in
OR:4:awaitingApprovalStepApproversMM:wildCard=$$PROJECT_SPONSOR
OR:4:awaitingApprovalStepApproversMM:wildCard_Mod=in
OR:4:projectSponsorID=$$USER.ID
OR:4:projectSponsorID_Mod=in
OR:5:awaitingApprovalStepApproversMM:wildCard=$$MANAGER
OR:5:awaitingApprovalStepApproversMM:wildCard_Mod=in
OR:5:assignedTo:managerID=$$USER.ID
OR:5:assignedTo:managerID_Mod=in
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Are you sure that's what you want? Isn't it given you any approvals for the user, or anyone with the user's role, or anyone in the user's team? That seems a broad net to cast.
We take a slightly different approach, of listing every approval that's in flight and who it's currently with. More of a 'name and shame'. Our approvers are pretty adept at spotting their name in the list now. It's amazing how quickly some things move two hours before the weekly review.
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How do you get the name of the person the approval workflow is waiting on? What attribute are your reports looking at?
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I actually removed the Job Role, Home Team and Manager sections since it does cast too broad of a net. I'd also be interested to know other ways of identifying the approvals using the $$USER.ID wildcard.
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I'd just like to say ... I
the reporting forum! This thread was exactly the answer I needed to one of my questions. And my mind was blown when I saw that you can use wildcards in filters!!
Of course, this leads me to another related question ...
For the report I'm developing, I'd like to filter by the actual approval date so tasks that have been approved in the last 5 days show up on the report and everything older falls off. The problem I'm running into is that I can't find the "approval completion date" field in the API explorer
Does anyone know what it is called? I've gotta imagine that it's being logged in the system somewhere and that you should be able to call it up in a report, right?
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Hi: The approval date is stored in the NOTES object. You want to search the NOTEs object for AUDIT TEXT that has the phrase you are looking for.
WorkFront doesn’t keep a history of anything in an approval workflow, except in the NOTE object.
Does that help?
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This will work:
Note>Audit Text CONTAINS "was approved by"
Note>Entry Date BETWEEN $$TODAY-5d $$TODAY
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I use Issues > Approval and Status to display who it's currently with. Note that I don't filter on this - we effectively filter on the sponsor, so we have lists of (usually under 20) approvals and rely on people spotting if there's a recurring theme of who it's with.
Note we meet once a week and the approval list is on the agenda, so it is viewed and discussed regularly, not just shot into the aether as an automated report.
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