Community Advisor

Question

Proof Approval Report for Active (Current & Planning) Projects

Forum|Forum|4 years ago
May 11, 2021
4 replies
2187 views

Working on yet another tricky Text Mode Report and hit a wall. We're creating a Proof Approval Report and want to only show Proofs where the project status is Current or Planning. I know this will need to use EXISTS but running into an issue because Proof Approval needs to connect with Document Version and then Doc Version connects to Document and then we can jump to Project. I've never done an EXISTS with two jumps. Does anyone know how to accomplish this?

approverID=$$USER.ID

approverID_Mod=in

isAwaitingDecision=true

isAwaitingDecision_Mod=eq

Here's what doesn't work:

EXISTS:1:$$OBJCODE=DOCV

EXISTS:1:ID=FIELD:documentVersionID

EXISTS:1:FIELD:documentVersionID=FIELD:documentID

EXISTS:1:project:status=CUR PLN

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MoniqueEvans

Author

Community Advisor

Hopefully we can get some help on this one @Shraddha Khedkar‚

imgrund

Adobe Employee

Hi Monique,

Unfortunately the Proof Approval is too far.

Originally, I had a compliance report that showed Completed Projects with Pending Proofs so that the PM would clean those up. BUT... I recently figured out how to filter a Document Version Report to not only show Current Projects, but also if the viewer was an approver. Not sure all the info you need but that code is

Object Type: DOCUMENT VERSION

EXISTS:1:$$OBJCODE=DOCU

EXISTS:1:ID=FIELD:documentID

EXISTS:1:project:status=CUR

EXISTS:1:project:status_Mod=in

EXISTS:2:$$OBJCODE=PRFAPL

EXISTS:2:approverID=$$USER.ID

EXISTS:2:documentVersionID=FIELD:ID

isCurrentVersion=true

isCurrentVersion_Mod=eq

proofDecision=pending

proofDecision_Mod=cieq

proofID_Mod=notblank

If you want to keep a proof approval report, here is the filter I used for the Document Version Compliance Report that showed pending proofs on Completed Projects.

Object Type: DOCUMENT VERSION

EXISTS:1:$$OBJCODE=DOCU

EXISTS:1:ID=FIELD:documentID

EXISTS:1:project:status=CPL

EXISTS:1:project:status_Mod=in

isCurrentVersion=true

isCurrentVersion_Mod=eq

proofDecision=pending

proofDecision_Mod=cieq

proofID_Mod=notblank

C

CatherineKe

Level 5

@Anthony Imgrund‚ I used your code above to create a document report, showing proofs that are pending a decision on Completed projects:

Filters:

EXISTS:1:$$OBJCODE=DOCU

EXISTS:1:ID=FIELD:documentID

EXISTS:1:project:status=CPL

EXISTS:1:project:status_Mod=in

isCurrentVersion=true

isCurrentVersion_Mod=eq

proofDecision=pending

proofDecision_Mod=cieq

proofID_Mod=notblank

I used the report to clean up some old proofs on completed projects, but I'm left with 30 items that continue to show on the report with a Pending status (Document Version>>Proof Decision) I can't get the pending status to update, even though when I go into each individual proof it appears to that all decisions have been made.

Any idea what I might be missing? Or, if I can somehow force the proof decision to be approved?

C

CatherineKe

Level 5

Hi @Anthony Imgrund‚

Sorry, I mis-spoke - it is a Document Version report.

Most of the pending proofs on this report are from July-December 2019, although I do have a few that were created in 2020 and one from 2021.

I will reach out to support about this issue. Thanks so much for your insight.

C

CatherineKe

Level 5

@Monique Evans‚, @Anthony Imgrund‚

I'm going to piggy back on this thread to see if you have any suggestions for what we are trying to get to.

We have a Proof Approval report, which is filtered to show the current version of the document, where the Approver ID is the current user, and the Proof Approval is awaiting decision:

isCurrentDocumentVersion=true

isCurrentDocumentVersion_Mod=eq

approverID=$$USER.ID

approverID_Mod=in

isAwaitingDecision=true

isAwaitingDecision_Mod=eq

The report shows the Document Name, Project Name, Project Priority and other columns (version, proof creator, proof creation date, etc.)

We would really like to include our Business Value that has been assigned to the project, which is a field in a custom form attached to the project, but understand we cannot do that as the Business Value is too far away.

Here's the question - Is there another way to accomplish this? For instance, could we get a report of Projects (project report) that has a proof that I need to approve, with the assigned Business Value shown?

Ideally we would like to order it by the project priority, and then the business value.

SHOWING the business value that is assigned to the project (with the proof that needs approved) is the most important aspect, though.

MoniqueEvans

Author

Community Advisor

Hi Cathy,

Unfortunately, I don't think that's possible. You cannot jump from "Proof Approval" to "Project" so that information would have to live on the document somehow. You might be able to achieve this by using a calculated custom form on the document that pulls from the project level.

C

CeCeWa

Level 2

Hi Monique. I'm doing this same thing and curious where you ended up. Did you go with doc version report or did you settle on another route?

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