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
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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.
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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.
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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.
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
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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.
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