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. 

      V
      vijaysanghavi
      May 31, 2024

      Correct. Here are my filters:
      noteText=proof comment
      noteText_Mod=cicontains


      And what's odd is that the proofID is missing for comments from the same exact proof as the next entry. The comments are from the same person on the same proof on the same version on the same date.They all have document IDs but random entries are missing the proofID. 


      Hi @andrewgr1 

       

      Did you find an answer for missing Proof IDs? I am currently facing the same issue while working with the Note and Document Version reports.

       

      Thanks in advance!

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