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Pat_Paterson
Level 4
November 16, 2023
Question

project owner filter on a proof approval report

  • November 16, 2023
  • 1 reply
  • 948 views

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.

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1 reply

R
Community Advisor
Richard_Le_Community Advisor
Community Advisor
November 16, 2023

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.

    P
    Pat_PatersonAuthor
    Level 4
    November 16, 2023

    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!

      R
      Community Advisor
      Richard_Le_Community Advisor
      Community Advisor
      November 16, 2023

      Awesome, I could help.

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