I have users who are primarily set up as Reviewers on proofs. These users are having a hard time tracking which proofs still need their comments. They only get email notifications, but they prefer to have a report they can reference.
I was able to build a report filtering Proof Approval properties and so this shows Reviewer & Approver role what is outstanding, but I can't figure out how to build something similiar for Reviewers.
Any ideas out there?
Thank you!
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Hi Kim,
This too is an issue for us. Sadly doing proof reporting in Workfront is very, very limited.
What I ended up doing is a document report, where the Current Version -> Proof ID is not empty, and the document's Shared Users.ID equals $$USER.ID
This will list all documents that a have a proof attached that current user is shared with - which usually means they have a proofing role - as adding a user to the proof as a reviewer gives them view permission (sharing).
It's annoying because there doesn't seem to be any way to get a proof link in a report - so users have to go to the document's landing page first (from the report) and then open the proof from there. At least it's something!
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A tech at Workfront helped me with this.
Feel free to copy and paste and use it if it works.
Filters Tab
EXISTS:b:$$OBJCODE=DOCU
EXISTS:b:project:status=DED
EXISTS:b:project:status_Mod=notin
EXISTS:b:versions:ID=FIELD:documentVersionID
OR:1:EXISTS:b:$$OBJCODE=DOCU
OR:1:EXISTS:b:project:status=DED
OR:1:EXISTS:b:project:status_Mod=notin
OR:1:EXISTS:b:versions:ID=FIELD:documentVersionID
OR:1:approverDecision=Pending
OR:1:approverDecision_Mod=cicontains
OR:1:documentVersion:proofProgress=decision
OR:1:documentVersion:proofProgress_Mod=cinotcontains
OR:1:proofCreationDate=12/31/2017
OR:1:proofCreationDate_Mod=gt
approverDecision_Mod=isblank
documentVersion:proofProgress=decision
documentVersion:proofProgress_Mod=cinotcontains
proofCreationDate=12/31/2017
proofCreationDate_Mod=gt
Groupings
Row Groupings
Requester>> Name
Column Groupings
Approver>> Name
Colunm Prevew
Document Name
Approver
Version
Proof Creator
Proof Creation Date
Approver Decision
Proof owner
*** hope this works. if not, I got nothing...
-Samantha
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