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SOLVED

Proof report with project status filter

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Level 2

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

1 Accepted Solution

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Correct answer by
Community Advisor

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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4 Replies

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Level 3

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. 

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Level 7

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

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Level 2

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

Avatar

Correct answer by
Community Advisor

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