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Arnab4
Level 3
December 13, 2022
Solved

ProofHq Dashboard

  • December 13, 2022
  • 1 reply
  • 3959 views

How external users can see all their proofs and the deadline in proofhq dashboard

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    Best answer by HollySe

    This can be achieved natively by using a Proofing Report. Your filters will want to be something like the following:

    Proof Approval> Awaiting Decision = True

    Approver>Name = $$USER.ID

     

    Columns can be adjusted to include a link to the document and deadline date. 

     

    Add it to a dashboard and pin to the Dasboards view of your external user's layout template.

     

    Hope that helps!

    1 reply

    HollySe
    HollySeAccepted solution
    Level 3
    December 13, 2022

    This can be achieved natively by using a Proofing Report. Your filters will want to be something like the following:

    Proof Approval> Awaiting Decision = True

    Approver>Name = $$USER.ID

     

    Columns can be adjusted to include a link to the document and deadline date. 

     

    Add it to a dashboard and pin to the Dasboards view of your external user's layout template.

     

    Hope that helps!

    A
    Arnab4Author
    Level 3
    January 13, 2023

    Hi , thanks for proof report suggestion, I need to add some more filter in this report

     1. each report should only show proofs from the owner of the proofs

    2.Proofs that are related to a completed project, should not be shown on the list

     

    This two point i need to add using filter, can you suggest what filter should i use?

    A
    Arnab4Author
    Level 3
    January 18, 2023

    Proofs should always have a decision made on them as a best practice. I would advise project owners to go back to the items on your list from closed projects and make decisions on those proofs so they fall off the report. 


    right now all complete project and non-complete projects proof approval decision is pending, after use this new filter i see 1-2 proofs are showing from complete projects and other proofs are showing from non-complete projects, why this problem happens?

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