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Level 3
December 13, 2022
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  • December 13, 2022
  • 1 reply
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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!

Arnab4Author
Level 3
December 14, 2022

Hi,

 

 

Thanks for helping me. I tried with this filter for create proof approval report.

Proof Approval> Awaiting Decision = True

Approver>Name = $$USER.ID

 

 

but final result is not display any data . i am not sure what happens

Arnab4Author
Level 3
December 14, 2022

How can i adjusted a column like deadline date and can you tell me process of external users layout template?