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Proof documents I've submitted

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Level 2
I've created a report that shows me all the Proof Documents that I've created. Anyone know if there is a way to exclude Documents that have either been locked or archived? Also, is there a way to create a report that shows the date or when someone approved/made a decision? Thanks, Jen Buher Tractor Supply Company
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3 Replies

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Level 4
Hi Jen, Here is the text mode we use on our Proofs I Submitted for Approval report. It filters on current projects, current document version, and the user id. So when a user is logged in and looking at this report they are only seeing the current version of a document that is attached to a current project that they submitted for approval. EXISTS:a:$$OBJCODE=DOCU EXISTS:a:project:status=CUR EXISTS:a:project:status_Mod=in EXISTS:a:versions:ID=FIELD:documentVersionID isCurrentDocumentVersion=true isCurrentDocumentVersion_Mod=eq requester:ID=$$USER.ID requester:ID_Mod=in I don't know how to show the date that someone approved a proof, but we group by the proof creation date and then by doucment name. We use multiple stages and that way it keeps all of the same document grouped together. group.0.groupdatesby=DY group.0.linkedname=direct group.0.namekey=proofCreationDate group.0.notime=false group.0.valuefield=proofCreationDate group.0.valueformat=atDateAsDayString group.1.displayname=Document Name group.1.linkedname=document group.1.namekey=view.relatedcolumn group.1.namekeyargkey.0=document group.1.namekeyargkey.1=name group.1.valuefield=documentVersion:document:name group.1.valueformat=string textmode=true I hope this helps. Thanks, Jessie Dantin Mercy Health

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Level 10
Hi Jessie, can you tell me what type of report it is you're adding the Exists Mod text below into? Thanks, narayan

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Level 4
It's the proof approval report. Thanks, Jessie Dantin Mercy Health