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JHulet
Level 3
October 31, 2023
Solved

Proof Name and Status View in Project and Tasks view

  • October 31, 2023
  • 2 replies
  • 982 views

I am trying to build a view in both project reports, tasks reports and within projects...where you can see the proof name and its status at a glance.

 

I used the below text mode and was able to achieve it but I want to go a step further. This text mode pulls all documents and if its a proof it also shows the proof status (ie pending, approved, etc). I only want to pull it in if its a proof and then show the proof's status. Is that possible?

 

displayname=Documents and Proof Status
listdelimiter=<br>
listmethod=nested(documents).lists
textmode=true
type=iterate
valueexpression=CONCAT({name}," - ",{currentVersion}.{proofDecision})
valueformat=HTML

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Best answer by ajdifonzo

Hi JH48, 

 

here is one option to show only proofs that checks for the proofID. 

 

displayname=Documents and Proof Status
listdelimiter=<br>
listmethod=nested(documents).lists
textmode=true
type=iterate
valueexpression=IF(ISBLANK({currentVersion}.{proofID}),"",CONCAT({name}," - ",{currentVersion}.{proofDecision}))
valueformat=HTML

2 replies

ajdifonzo
ajdifonzoAccepted solution
Level 3
October 31, 2023

Hi JH48, 

 

here is one option to show only proofs that checks for the proofID. 

 

displayname=Documents and Proof Status
listdelimiter=<br>
listmethod=nested(documents).lists
textmode=true
type=iterate
valueexpression=IF(ISBLANK({currentVersion}.{proofID}),"",CONCAT({name}," - ",{currentVersion}.{proofDecision}))
valueformat=HTML

    skyehansen
    Community Advisor
    skyehansenCommunity Advisor
    November 1, 2023

    so, your thinking should be aligning with the below:

    1) if you only want to pull it in "if it's a proof", then you should be thinking in terms of a filter.

    2) Since you are filtering on something that has multiples (i.e. a project can have multiple documents) you should be thinking in terms of either a collections filter, or exists statement.

     

    Some sample code [for a project report] would look like this:

    EXISTS:a:$$OBJCODE=DOCU EXISTS:a:projectID=FIELD:ID EXISTS:a:currentVersion:proofID_Mod=notblank

    Line 1 states: There exists a document

    Line 2 states: where the document's Project ID is the same as the ID of the project that will be displayed on your project report

    Lines 1 and 2 tee up your filter, and line 3 is the actual filter:

    Line 3 states: the current version's proof ID is not blank. (in other words, the current version is a proof)

     

    I hope that makes sense.

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