‚Hello. We're trying to do a piece on analysis that shows what decisions are made by specific teams on proofs. However we can only seem to get this info by individually looking at each proof. Reporting shows the overall proof status which is not what we want/need to know. Any ideas?
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Hi Claire - On a proof approval report, you get each individual user's decision. And after months of working with Product, you know can even see Not Relevant decisions by an approver if you use the "Only one decision required" feature, which we use a lot.
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‚Unfortunately this doesn't work for us. Looking at 'Brand Copy Approval' as the approver you can see from the report that for the CACS proof there is an Approver Decision of pending but if you look at the associated workflow Brand Copy Approval have approved
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Just wanting to make sure... are you looking at the right version? I have made the mistake before of saying "Oh, the decision is incorrect" and found out that there was a 2nd version of the document and in the report I was looking at the Version 1 decision which was pending since a new version was uploaded before the approver could make a decision.
If you are looking at the right version, I would definitely put in a ticket. I have a bunch of approver reports I'm looking at and they are all correct.
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Hi Claire,
If you have confirmed that the versions match and that there is a discrepancy between the decision status on the proof itself vs the decision status on the proof approval report, please submit a ticket. We are working through various scenarios currently where these get out of sync and want to be sure we can address your situation.
Thanks!
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Hi Monique - Unfortunately, I can't get it to work when I put it on a Project or Portfolio in the Layout template. The object is too far away. You have to do an EXIST filter. So like, if I wanted it for a specific project, I'd have to add
EXISTS:a:$$OBJCODE=DOCU
EXISTS:a:project:ID=5df26c8a001e2fb05c22f288fba9ea71
EXISTS:a:project:ID_Mod=in
EXISTS:a:versions:ID=FIELD:documentVersionID
Hi Christine - Since you want just current projects, I'm assuming you are looking more for a "My Pending Approvals" type report so...
For my "My Proof Approvals" report, I use native fields Document Name, Version, and Requester Name. Then I use
Project
displayname=Project
querysort=documentVersion:document:project:name
shortview=true
textmode=true
valuefield=documentVersion:document:project:name
valueformat=HTML
Version Uploaded
displayname=Version Uploaded
linkedname=documentVersion
namekey=view.relatedcolumn
namekeyargkey.0=documentVersion
namekeyargkey.1=entryDate
querysort=documentVersion:entryDate
shortview=true
sortOrder=1
sortType=asc
textmode=true
valuefield=documentVersion:entryDate
valueformat=atDate
For filter, I use the below which is for Current projects, where the approver's decision is pending, the approver is the person looking at the report, the version is after April 9, 2019 (when necessary filters were added), the proof is still awaiting a decision, and only the most recent version is showing.
EXISTS:a:$$OBJCODE=DOCU
EXISTS:a:project:status=CUR
EXISTS:a:project:status_Mod=in
EXISTS:a:versions:ID=FIELD:documentVersionID
approverDecision=Pending
approverDecision_Mod=cieq
approverID=$$USER.ID
approverID_Mod=in
documentVersion:entryDate=2019-04-09T23:45:00:000
documentVersion:entryDate_Mod=gt
isAwaitingDecision=true
isAwaitingDecision_Mod=eq
isCurrentDocumentVersion=true
isCurrentDocumentVersion_Mod=eq
Now, if you want to see all approvals for Current Projects, you will want to delete some of the filters I put in that code since since that just shows pending. If you want to tell me what sort of filters you are looking for, I can help with the mode.
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Hey Anthony, thank you for sending the above!
I guess what I'm looking for is a similar report to the Task Assignment Breakdown that you shared earlier.
Basically, I want to see all pending proofs that are part of a particular portfolio OR owned by certain users (whatever is easier to filter by) and a breakdown of who has approved or which stage has approved and which stages are still pending. This can all be in one field like the Task Assignment Breakdown or as separate line items.
Let me know if that makes sense?
Thank you thank you!
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So, if you want to keep decisions that have already been made, I would recommend this filter. The sad part is that portfolio is too far away so the only way to get it for a specific portfolio is to hardcode the ID number. (I also kept just the Current Version's decisions. If you need to see all version's decisions, you just need to remove the bottom two lines
EXISTS:a:$$OBJCODE=DOCU
EXISTS:a:project:portfolioID=[Enter the portfolio ID]
EXISTS:a:project:portfolioID_Mod=in
EXISTS:a:versions:ID=FIELD:documentVersionID
EXISTS:b:$$OBJCODE=DOCU
EXISTS:b:project:status=CUR
EXISTS:b:project:status_Mod=in
EXISTS:b:versions:ID=FIELD:documentVersionID
documentVersion:entryDate=2019-04-09T23:45:00:000
documentVersion:entryDate_Mod=gt
isCurrentDocumentVersion=true
isCurrentDocumentVersion_Mod=eq
Question for you: does your team use automated workflows (i.e. more than one stage)? Are are those stages pretty much in the same order?
The reason I ask, we have a document version report called "Proofs in My Portfolio." You put in the portfolio you want via a prompt and then it shows you all the proofs in that portfolio and the active stage(s). So for my example below, I know the first proof is only in the first stage since Edit is first. And for the second one, I know it is in the last stage and that Edit and Account have made a decision. Copy is either doing the changes for a new version or they haven't marked it Approved since the other two stages approved it. If that will help, let me know and I'll send you the details.
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Hey Anthony!
We do use automated workflows, but sometimes we run all of the stages in parallel so that we don't hinder the approval process.
I actually made another post here that might clarify what I'm trying to do: https://one.workfront.com/s/question/0D50z00006Px3EaCAJ/proof-approval-report-show-all-decisions-unt...
Basically I'm trying to create a report that shows the following:
Thank you!
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The only thing I couldn't get was the stage name with the approver. But try this out and see if that gets you close. :)
Columns:
Approver -> Name
Approver Decision
Version
Version Uploaded (sorting by this as well)
displayname=Version Uploaded
linkedname=documentVersion
namekey=view.relatedcolumn
namekeyargkey.0=documentVersion
namekeyargkey.1=entryDate
querysort=documentVersion:entryDate
shortview=true
sortOrder=1
sortType=asc
textmode=true
valuefield=documentVersion:entryDate
valueformat=atDate
Requester -> Name
Groupings
group.0.name=
group.0.valuefield=documentVersion:document:project:name
group.0.valueformat=string group.1.name= group.1.valuefield=documentVersion:document:name
group.1.valueformat=string
textmode=true
Filters
EXISTS:a:$$OBJCODE=DOCU
EXISTS:a:project:portfolioID=[PACKING PORTFOLIO ID] EXISTS:a:project:portfolioID_Mod=in
EXISTS:a:versions:ID=FIELD:documentVersionID
EXISTS:b:$$OBJCODE=DOCU
EXISTS:b:project:status=CUR EXISTS:b:project:status_Mod=in EXISTS:b:versions:ID=FIELD:documentVersionID
documentVersion:entryDate=2019-04-09T23:45:00:000 documentVersion:entryDate_Mod=gt documentVersion:proofDecision=pending documentVersion:proofDecision_Mod=cieq
isCurrentDocumentVersion=true
isCurrentDocumentVersion_Mod=eq
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