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SamanthaIsin
SamanthaIsin
Level 7
September 23, 2020
Question

Show me your proof reports!

  • September 23, 2020
  • 5 replies
  • 2205 views

I'm super interested in seeing any kind of document approval reports people have created to manage their proofs! Here is a screenshot of the report we're currently using, but it's in need of some upgrades!

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    5 replies

    KierstenKollins
    Community Advisor
    KierstenKollinsCommunity Advisor
    Community Advisor
    September 24, 2020

    Hi Samantha,

    I posted a question the other day in community to see if there is a way to pull the stage end time into a report like this to know when the route period has ended and the stage has locked. Have you happened to figure out a way to do that?

    Thanks,

    Kiersten

    SamanthaIsin
    SamanthaIsinAuthor
    Level 7
    September 24, 2020

    No, I haven't, but it would be extremely valuable to us.

      M
      MichaelGu
      Level 2
      September 24, 2020

      Hi Samantha,

      Here is one that we have setup for use, very similar to yours really. what else are you thinking that it needs ?

        L
        Leah28850075mvkt
        Level 5
        September 25, 2020

        How do you get those status icons column?

          M
          MichaelGu
          Level 2
          September 24, 2020

          I am looking to add an "Open Proof" button shortly

            SamanthaIsin
            SamanthaIsinAuthor
            Level 7
            September 24, 2020

            How soon will this be available? It would be extremely helpful.

            K
            KevinQu1
            Level 10
            September 24, 2020

            This is nice Samantha. Any chance you could list the fields used in each column?

            A
            AdinaPi1
            Level 9
            September 24, 2020

            How do you add the thumbnail and status column (and what kind of report is this)?

            SamanthaIsin
            SamanthaIsinAuthor
            Level 7
            September 25, 2020

            Thumbnail:

            displayname=Thumbnail

            linkedname=document

            namekey=view.relatedcolumn

            namekeyargkey.0=document

            namekeyargkey.1=documentthumbnail

            textmode=true

            tile.name=component.documentthumbnail

            valueformat=HTML

            viewalias=document:documentthumbnail

            Status columns:

            displayname=Pending Approvers

            listdelimiter=<p>

            listmethod=nested(proofApprovals).lists

            styledef.case.0.comparison.icon=false

            styledef.case.0.comparison.leftmethod=documentID

            styledef.case.0.comparison.lefttext=documentID

            styledef.case.0.comparison.operator=notblank

            styledef.case.0.comparison.operatortype=string

            styledef.case.0.comparison.righttext=

            styledef.case.0.comparison.trueproperty.0.name=fontstyle

            styledef.case.0.comparison.trueproperty.0.value=bold

            styledef.case.0.comparison.trueproperty.1.name=textcolor

            styledef.case.0.comparison.trueproperty.1.value=d30519

            styledef.case.0.comparison.truetext=

            textmode=true

            type=iterate

            valueexpression=IF({approverDecision}="pending"||{approverDecision}="Pending",CONCAT("•",{approver}.{name}))

            valueformat=HTML

            The pending approvers, approvers, etc. all come from the 'status' column.

              A
              amandak6593542
              Level 2
              October 21, 2020

              Hi Samantha- I am trying to add in the thumbnail and status icons to my proof reporting using the text html above, but it's showing up blank. Any ideas what could need adjusting? Thank you! I am new to workfront and appreciate the support.

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