Report: My Proofs Awaiting Approval

[DeborahBaker]

Question for the Community - Is there a way to add two things to the Proof Approval Report:

1. Thumbnail of Proof

2. Project Name of the document

Thank You, Deborah

[Richard_Le_ · Accepted solution]

Hi Deborah,

Project name I can help you with, add a column to your proof approval report, switch to text mode and enter the following:

displayname=Project
linkedname=document
namekey=view.relatedcolumn
namekeyargkey.0=documentVersion
namekeyargkey.1=document
namekeyargkey.2=project
namekeyargkey.3=name
querysort=documentVersion:document:project:name
textmode=true
valuefield=documentVersion:document:project:name
valueformat=HTML

Pulling in a thumbnail is a bit more problematic in a proof approval report. The following text mode will work for some document formats, but not all (PDF's aren't supported for example):

displayname=Thumbnail
image.valuefield=documentVersion:document:previewURL
textmode=true
type=image
valuefield=documentVersion:document:previewURL
valueformat=HTML

If thumbnails are imperative, I recommend exploring a Document Version report instead of a proof approval report. Thumbnails can be easily added to document version reports, and they can mostly replicate proof approval reports if you get the filters right.

Best Regards,

Rich. 

[DeborahBaker]

Greetings Rich,

I tried the example above you suggested and I see what you mean about the thumbnail. Therefore, I switched it back to a Document Approval. However, there are a few columns I'm trying to pull in that are problematic.

1. Project Name associated with the Document
2. The Proof Version (1, 2, 3, etc.)
3. Proof Deadline

Any suggestions on Text mode for those three columns? 

I appreciate your help very much! Have a great rest of your week.

My Best,

Deborah

[Richard_Le_]

No problem, Deborah,

I haven't tried with a Document Approval report, I recommend using a Document Version report instead as it makes it a bit easier to access the fields you need and also to filter for proofs only.

With a Document version report, most of the fields you want are available natively in the report builder (Document Version >> Proof Deadline / Document Version >> Version). For project name, the following text mode would do it:

displayname=Project
linkedname=document
namekey=view.relatedcolumn
namekeyargkey.0=document
namekeyargkey.1=project
namekeyargkey.2=name
querysort=document:project:name
textmode=true
valuefield=document:project:name
valueformat=HTML

Hope that helps.

Best Regards,

Rich.