Reporting: Finding Proofs I Recently Commented On / Total Number of Comments Per Version | Community
Skip to main content
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
  • 12285 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 : )
      RandyRoberts
      Community Advisor
      RandyRobertsCommunity Advisor
      Community Advisor
      September 29, 2023

      Thanks for this Madalyn, It's pretty useful if filtered down to a manageable level (we have over 20,000 comments in the past month alone!).

      I wonder if there's a way to filter by only the latest proof? In reality, the older version comments probably don't matter much and won't be searched for.

      I can easily filter by a specific version number, but the latest version will vary between proofs.

      skyehansen
      Community Advisor
      skyehansenCommunity Advisor
      September 29, 2023

      @randyroberts do you want to play around with this code? It's not the latest proof, but it's the most current version? (I'm not quite sure if it's giving an accurate result but figure you can test and see)

       

       

      EXISTS:a:$$EXISTSMOD=NOTEXISTS EXISTS:a:$$OBJCODE=DOCV EXISTS:a:documentID=FIELD:documentID EXISTS:a:isCurrentVersion=false EXISTS:a:isCurrentVersion_Mod=eq

       

      Terms & ConditionsAccessibility statement

      Loading footer...