Workfront

Heather_Kulbacki · 12/13/19

I need some help pulling issues into an Issue report when the project they are in is Pending Approval. I've tried all the available filters... no luck. I submitted a ticket (because I couldn't figure out why one issue wasn't pulling into my report - we just recently started using a project approval for some things) and they tell me that you can't pull in an issue while the project is pending approval. So I'm hoping someone here has found a text mode way to do that. This is what I currently have for filters, I just switched my standard filters over to text mode to copy this: DE:Campaign_Mod=notblank OR:1:entryDate=2019-09-01T08:45:00:000 OR:1:entryDate_Mod=gt OR:1:enteredBy:homeGroupID=5b1980aa004614b6ee409871776180f1 5cf55ee4005fff07a6ff9b159081b1ee OR:1:enteredBy:homeGroupID_Mod=in The issues that I need to pull in would not be entered by anyone belonging to the home groups here. These issues would only apply to the "DE:Campaign_Mod=notblank" filter. I'm guessing I need another set of OR statements, something along: OR:2:DE:Campaign_Mod=notblank OR:2: this is where I need help: how do I say in text mode, the project the issue sits in has an active approval I tried this, no luck here either: OR:2:DE:Campaign_Mod=notblank OR:2:project:approvalProcess:isActive=true OR:2:project:approvalProcess:isActive_Mod=eq Heather Kulbacki Thermo Fisher Scientific Inc.

Doug_Den_Hoed__AtAppStore · 12/13/19

Hi Heather, I suggest you try filtering for Issues whose Project Status contains ":A", which is the suffix Workfront appends in such cases (eg PLN:A, CUR:A, etc). Regards, Doug Doug Den Hoed - AtAppStore

Heather_Kulbacki · 12/13/19

Hi Doug, That looked like a sure fire win, but I tried both of these, still no luck OR:2:DE:Campaign_Mod=notblank OR:2:project:status=RTS:A OR:2:project:status_Mod=in When I switch back to standard filters from text mode. The above even translates correctly with Project >> Status, Equal, Ready to Start - Pending Approval

Doug_Den_Hoed__AtAppStore · 12/13/19

Hmm...curious, Heather. In that case, I'd suggest you confirm the "can't pull" theory by creating an Issue report that attempts to retrieve (by ID) an Issue that is on a Project that is Pending Approval. Now rows = no joy, but would explain it, and serve as Exhibit B of your impending Help Ticket. Regards, Doug Doug Den Hoed - AtAppStore

Heather_Kulbacki · 12/13/19

It gets curiouser, Doug As you suggested, I created an issue report that filters by only this particular issue's ID - it pulls into that report. So then I swapped that filter out for Project >> Status, Equal, Ready to Start - Pending Approval and this particular issue again pulls in So thennnn I added the Issue >> Campaign is not blank filter and again this particular issues pulls in Seems odd that it will pull into one issue report, but not another. Sounds like ticket time!

Heather_Kulbacki · 12/13/19

I solved it! Couldn't have done it without you Doug! Once I had the right filter, the issue still wasn't pulling into the original report because that report was being run with the access rights of a particular person (not an admin) and she didn't have access to the project this issue was sitting in. Normally she'd get inherited access when the project was added to a portfolio, but that hadn't happened yet and it's likely that could be the case with other projects of this type moving forward when the report is needed. So I gave her access to this project and gave her whole group access to future projects from the Template! Lesson learned: open and double check every little piece in the report editing area!