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Richard_Carlson
Community Advisor
Richard_CarlsonCommunity Advisor
Community Advisor
October 29, 2019
Question

Proof Approval Report -> Group by Portfolio

  • October 29, 2019
  • 3 replies
  • 1032 views
Hello! I need some help pulling this together. I was able to create a proof approval report from another thread in here, that's fine - I want to take it a step further and have it grouped by portfolio but I don't quite know how to pull it off. What's the relationship between proof approval and portfolio that I can pull together in a text mode grouping? Richard Carlson
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3 replies

K
KirstenHe
Level 6
October 29, 2019
Hey Richard, I think proof approvals and portfolios are too far away from each other for this to work. I tried the following, but didn't have any success: textmode=true group.0.displayname=Portfolio group.0.valuefield= documentVersion:document:portfolio:name group.0.valueformat=HTML I also tried this with no luck: textmode=true group.0.displayname=Portfolio group.0.valuefield= documentVersion:document:portfolioID group.0.valueformat=HTML Hopefully someone knows a little more about custom groupings than I do! Kirsten Heikkinen
Richard_Carlson
Community Advisor
Richard_CarlsonCommunity AdvisorAuthor
Community Advisor
October 29, 2019
Thanks for your reply Kristen! I was thinking that instead of presenting reviewers with just a list of outstanding proofs I could instead have it grouped by portfolio, if a certain portfolio is hot generally there's a bunch of projects in it which would be a nice thing to have sort of grouped together. Richard Carlson
Richard_Carlson
Community Advisor
Richard_CarlsonCommunity AdvisorAuthor
Community Advisor
October 31, 2019
To close the loop just in case someone searches this in the future... It seems like there is a way, here's the textmode code: group.0.displayname=Portfolio group.0.linkedname=documentVersion group.0.namekey=view.relatedcolumn group.0.valuefield=documentVersion:document:project:portfolio:name group.0.valueformat=string textmode=true Richard Carlson
    LanggCass
    LanggCass
    Level 2
    March 14, 2023

    You put this here a while ago, but this finally solved my issue! THANK YOU!

     

    This is what I used for grouping by Project Owner

     

    group.0.displayname=Owner Name
    group.0.linkedname=documentVersion
    group.0.namekey=view.relatedcolumn
    group.0.valuefield=documentVersion:document:project:owner:name
    group.0.valueformat=string
    textmode=true

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