Expand my Community achievements bar.

Join us LIVE in San Francisco on November 14th for Experience Makers The Skill Exchange. Don't miss out on this free learning event!

project owner filter on a proof approval report

Avatar

Level 4

Hi All,

Creating a proof approval report, but I need the report to use a project owner filter (this isn't an option when creating filters for this type of report). Looking for assistance on how to generate the correct code in the filter to only bring back proof approvals on a particular project owner's projects.

4 Replies

Avatar

Community Advisor

Hi Seth,

 

I haven't fully tested this, but in theory this text mode should work as a filter on a proof approval report:

 

EXISTS:1:$$OBJCODE=PROJ
EXISTS:1:documents:currentVersionID=FIELD:documentVersionID
EXISTS:1:ownerID=INSERT PROJECT OWNERID HERE

 

Let me know how you get on.

 

Best Regards,

Rich.

Avatar

Level 4

Thanks Richard, 

This is a good start.  However, it's still pulling in projects from different owners and projects that have already been completed.  Any way to remove those?

Avatar

Level 4

I got it to work.  ended up using this code:

EXISTS:1:$$OBJCODE=PROJ
EXISTS:1:documents:currentVersionID=FIELD:documentVersionID
EXISTS:1:ownerID=$$USER.ID
isAwaitingDecision=true
isAwaitingDecision_Mod=eq
isCurrentDocumentVersion=true
isCurrentDocumentVersion_Mod=eq

 

Thanks for the assistance Richard!