Wanted to create a report that would list the users pending approvals. The report worked as planned but when we moved to the 2018.2 release the report only worked for me (Sys Admin) and not the users, see below. The report should only list proofs that the user needs to act on (review the proof). For example, if there were three stages and the user was in the last stage that proof would only appear in the report when their stage becomes active.
When the user completes their review that proof would not appear in the list.
Current report for Sys Admin
Proof reviewed, so it's no longer listed. Working correctly.
Here is what the users see. That same report now shows all proofs, whether or not they need to proof or not.
No Group Settings
Filter Settings
Not much custom editing to fields, mostly changing the display name.
Text Mode copy for Document Name
descriptionkey=document.name
link.linkproperty.0.name=ID
link.linkproperty.0.valuefield=documentID
link.linkproperty.0.valueformat=string
link.lookup=link.view
link.value=nested(documentVersion).nested(document).val(objCode)
namekey=document.name
querysort=documentVersion:document:name
valuefield=documentVersion:document:name
valueformat=HTML
width=100
Text Mode for Proof Deadline
displayname=Proof Deadline
linkedname=documentVersion
namekey=view.relatedcolumn
namekeyargkey.0=documentVersion
namekeyargkey.1=proofDeadline
querysort=documentVersion:proofDeadline
textmode=true
valuefield=documentVersion:proofDeadline
valueformat=HTML
Text Mode for Proof Creator
link.linkproperty.0.name=ID
link.linkproperty.0.valuefield=proofedByUserID
link.linkproperty.0.valueformat=string
link.lookup=link.view
link.value=nested(documentVersion).nested(proofedByUser).val(objCode)
namekey=proofedByUser
querysort=documentVersion:proofedByUser:name
valuefield=documentVersion:proofedByUser:name
valueformat=HTML
width=100
Text mode for Active stage
displayname=Active Stage
linkedname=documentVersion
namekey=view.relatedcolumn
namekeyargkey.0=documentVersion
namekeyargkey.1=activeProofStages
querysort=documentVersion:activeProofStages
textmode=true
valuefield=documentVersion:activeProofStages
valueformat=HTML
Text Mode for Proof Approval Status
displayname=Proof Approval Status
linkedname=documentVersion
namekey=view.relatedcolumn
namekeyargkey.0=documentVersion
namekeyargkey.1=proofApprovalStatus
namekeyargkey.2=proofApprovalStatusLabel
querysort=documentVersion:proofApprovalStatus:proofApprovalStatusLabel
textmode=true
valuefield=documentVersion:proofApprovalStatus:proofApprovalStatusLabel
valueformat=HTML Any insights and how to fix is greatly appreciated. Stephen Jonas Manager, Communications Resources & Programs Hawaii Medical Service Association
