Reporting: Finding Proofs I Recently Commented On / Total Number of Comments Per Version | Community
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AndrewGr1
AndrewGr1
Level 3
September 29, 2023
Question

Reporting: Finding Proofs I Recently Commented On / Total Number of Comments Per Version

  • September 29, 2023
  • 1 reply
  • 12283 views

Hello,

 

Has anyone found a way to build a report to find all of the past proofs that $$USER.ID has opened or commented on? We don't use proofing workflows at the moment. We just have an open proof that goes through the company via tasks. So I can do task reports to try and find these instead, but was wondering if there was anything that I could filter by or add a column for in document reports to show if someone opened or commented on a proof?

It would also be great to report on the number of comments from each proof version if anyone knows if that's possible, either natively through Workfront, or if you can give a rough breakdown of how I could ask someone with more technical knowledge on how to access this information via API, that would also be appreciated. 

 

Thanks in advance for any advice. 

 

 

    1 reply

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    September 29, 2023

    Hi there, I have a report that can help you with at least the commenting portion. You could add a filter to what I have to bring in specific people, or just generate the report and then an in-report search for specific names to jump to their comments if needed.

    This is actually a Note report pulling notes that contain 'proof comment' since all proof comments have that verbiage in front - mine is showing comments from 'past week' grouped by comment date then proof but of course you can change this timeframe. So if a proof had 4 comments in the past week, each comment is a line item in the report but it allows you to view multiple proofs' comments at once. You could filter it to pull pending proofs from specific users or a different timeframe. I've found this helpful since there is no other native report.


    Columns - the 'comment' column is Note >> Note Text


    Filters:

     

    Groupings:
    group.0.groupdatesby=DY
    group.0.linkedname=direct
    group.0.name=Comment Date
    group.0.notime=false
    group.0.valuefield=entryDate
    group.0.valueformat=atDateAsDayString
    group.1.iscollapsed=true
    group.1.linkedname=project
    group.1.name=
    group.1.namekeyargkey.0=project
    group.1.namekeyargkey.1=name
    group.1.valuefield=project:name
    group.1.valueformat=string
    textmode=true

    Hope this helps or at least gets some other ideas going!

    If this helped you, please mark correct to help others : )
      AndrewGr1
      AndrewGr1Author
      Level 3
      September 29, 2023

      Very helpful start, @madalyn_destafney. Thank you!

       

      I would love to hear if you know how to use text mode code or a standard way of getting the direct proof link to the document proof instead of having to navigate to the document via the Document: Name link and then hit Open Proof - two clicks instead of one.

      These are the columns I am using right now:

      Document: NameProject: NameOwner: NameNote TextEntry Date

       

      I have it sorted by Entry Date (Descending).

       

      Filters:
      Note > Note Text > Contains > proof comment

      Note > Entry Date > Between > $$TODAYb-1m > $$TODAYem

      Note > Owner ID > Equal > $$USER.ID

       

      Once finalized, I will probably add a copy of the report with a prompt for the Owner ID in case someone wants to find results for others. 

      Another thing that might be helpful is knowing how to filter out by document type. I was trying to figure that out earlier to just see Adobe Acrobat (PDF) and ZIP files but couldn't find the field to do that. 

      I greatly appreciate your assistance since AI doesn't seem to be very helpful yet with giving answers for Workfront. 

      AndrewGr1
      AndrewGr1Author
      Level 3
      September 29, 2023

       

      Hi folks,

       

      @andrewgr1, the file extension (e.g. PDF, ZIP) is stored in the documentVersion.ext property and makes for a nice prompt, on a Document Version report. The ID of the proof is also stored in documentVersion.proofID, so with a little valueexpression finessing, it might be possible to concatinate it into a url that could then go directly to the doc; some assembly required.

       

      @skyehansen, the isCurrentVersion is only part of api-unsupported, which is why you are able to use it in the exists, but won't see it in other versions (e.g. v15.0) 

       

      @randyroberts, in addition to the isCurrentVersion trick @skyehansen provided, you might also find the document.currentVersionID of use in an EXISTS join (same concept).

       

      Regards,

      Doug 


      Thanks, @doug_den_hoed__atappstore  and @randyroberts for your assistance.

       

      After messing around with a lot of trial and error, it looks like I have a working custom column for the proof link:

      Note Report - Custom Column Using Text Mode for the Proof Link

       

      displayname=Proof Link

      textmode=true

      shortview=true

      valueexpression=CONCAT("https://COMPANYNAME.my.workfront.com/document/", {documentID}, "/proof/", {proofID}, "/view")

      valueformat=HTML

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