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M
MegFl
Level 2
April 13, 2023
Solved

Proof report with project status filter

  • April 13, 2023
  • 3 replies
  • 1286 views

Is there a way to see current proofs list pending approval on only active (in progress) projects?

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Best answer by Sheri_Whitten

Yes, but I don't filter for only Active projects because I make a decision of "Acknowledged - Correcting Proof Workflow" on proofs attached to projects that are complete and I make sure the proof email notification goes to the project manager. It's really cut down on how much I have to force close proofs 😉 The textmode I use in my Proof Approval report to see the project status is:

 

displayname=Status
enumclass=com.attask.common.constants.ProjectStatusEnum
enumtype=PROJ
linkedname=documentVersion
namekey=view.relatedcolumn
namekeyargkey.0=documentVersion
namekeyargkey.1=document
namekeyargkey.2=project
namekeyargkey.3=status
querysort=documentVersion:document:project:status
textmode=true
type=enum
valuefield=documentVersion:document:project:status
valueformat=HTML

3 replies

E
EAdams
Level 2
April 13, 2023

I have one that is a document report that shows open projects that have proofs that are waiting a decision and one that shows closed projects that are waiting a decision as well. I like the closed one as then I can clean up proofs. 

It's a document report. This is the filter:

EXISTS:1:$$OBJCODE=DOCV
EXISTS:1:documentID=FIELD:ID
EXISTS:1:proofApprovals:isAwaitingDecision=true
EXISTS:1:proofApprovals:isAwaitingDecision_Mod=eq
currentVersionID_Mod=notblank
project:statusEquatesWith=CUR
project:statusEquatesWith_Mod=in

 

For closed projects you would change the project:statusEquaresWith=CUR to CPL

 

I wish there was a way to see who is reviewing a proof as this only will show approvals. 

    Lyndsy-Denk
    Community Advisor
    Lyndsy-DenkCommunity Advisor
    Community Advisor
    April 17, 2023

    Fabulous! Do I infer correctly that, by using DOCV rather than DOCU, this text mode looks at all document versions?

    SuryaLakhani
    SuryaLakhani
    April 14, 2023

    Hi,

    If you are using Proof Approval report this should work:

     

    EXISTS:a:$$OBJCODE=DOCU
    EXISTS:a:project:status=CUR
    EXISTS:a:project:status_Mod=in
    EXISTS:a:versions:ID=FIELD:documentVersionID
    isAwaitingDecision=true
    isAwaitingDecision_Mod=eq

      S
      Community Advisor
      Sheri_WhittenCommunity AdvisorAccepted solution
      Community Advisor
      April 17, 2023

      Yes, but I don't filter for only Active projects because I make a decision of "Acknowledged - Correcting Proof Workflow" on proofs attached to projects that are complete and I make sure the proof email notification goes to the project manager. It's really cut down on how much I have to force close proofs 😉 The textmode I use in my Proof Approval report to see the project status is:

       

      displayname=Status
      enumclass=com.attask.common.constants.ProjectStatusEnum
      enumtype=PROJ
      linkedname=documentVersion
      namekey=view.relatedcolumn
      namekeyargkey.0=documentVersion
      namekeyargkey.1=document
      namekeyargkey.2=project
      namekeyargkey.3=status
      querysort=documentVersion:document:project:status
      textmode=true
      type=enum
      valuefield=documentVersion:document:project:status
      valueformat=HTML

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