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ChrisWi1
New Participant
October 11, 2018
Question

Custom Proofing Approval Report

  • October 11, 2018
  • 12 replies
  • 1935 views

Hi WF Community, I want to create a proofing approval report with the following characteristics and don't know where to start. I've tried a few of my old tricks but they don't seem to work with this new report type. Any ideas on how I can accomplish these goals?

View (columns needed):

-Proof Name

-Proof Owner

-Proof Deadline Time Stamp

-Project/Task/Issue Name the Proof was generated in

-Link to the WF Project/Task/Issue the Proof was generated in (bonus if you can make the column above a clickable link and we can remove this column)

-Stage the Proof is In

-Comments Added when the Proof was Generated

Grouping:

-By Project Category (aka Project Type)

Filters:

-Only show proofs where the proof creator's home team ID = user's home team ID.

Additional Formatting:

-Conditional Red Text, Bold, Red Background on entire row if proof deadline is within an hour or past due

-Conditional Red Text, Bold, Red Background on entire row if document name contains "urgent" Christopher Wirth Stream Companies

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12 replies

ChristineZhu
ChristineZhu
Level 3
September 9, 2019

Hi Christopher,

Did you ever figure out how to display a column for the Stage that the proof is currently in as opposed to "Active Proof Stages?"

CC: @Rob Lawrence -

Christine Zhu Brand Operations Systems Manager 200 Lafayette St, 6<sup>th</sup> Floor New York, NY 10012 chobani.com This email may contain privileged or confidential information. If you are not the intended recipient of this e-mail, please delete it from your system and advise the sender immediately. Chobani accepts no liability for any damage caused by any virus transmitted by this email, or for errors or omissions in content.

KevinQu1
Level 10
August 29, 2019
My hat's off to you sir, that worked like a charm! Many happy Project Managers means a couple of happy admins. :-) Kevin Quosig
exp_-RobLa
Level 2
August 29, 2019
try this for adding document name below: group.0.displayname=Project Name group.0.linkedname=documentVersion group.0.name=Project Name group.0.namekey=view.relatedcolumn group.0.namekeyargkey.0=documentVersion group.0.namekeyargkey.1=documentID group.0.querysort=documentVersion:document:project:name group.0.valuefield=documentVersion:document:project:name group.0.valueformat=string group.1.descriptionkey=document.name group.1.link.linkproperty.0.name=ID group.1.link.linkproperty.0.valuefield=documentID group.1.link.linkproperty.0.valueformat=string group.1.link.lookup=link.view group.1.link.value=nested(documentVersion).nested(document).val(objCode) group.1.namekey=document.name group.1.querysort=documentVersion:document:name group.1.valuefield=documentVersion:document:name group.1.valueformat=HTML group.1.width=100 textmode=true Rob Lawrence Workfront
exp_-RobLa
Level 2
August 29, 2019

Hi @Kevin Quosig , Looks like there was an issue with the value format, this should resolve it:

group.0.displayname=Project Name

group.0.linkedname=documentVersion

group.0.name=Project Name

group.0.namekey=view.relatedcolumn

group.0.namekeyargkey.0=documentVersion

group.0.namekeyargkey.1=documentID group.0.querysort=documentVersion:document:project:name group.0.valuefield=documentVersion:document:project:name

group.0.valueformat=string

textmode=true

Rob Lawrence Workfront

KevinQu1
Level 10
August 29, 2019

Hi @Rob Lawrence , @Skye Hansen sent me to this thread, which has been helpful to get the project name pulled over. I tried your grouping trick (Post #8 above) however and it listed all of the proofs under a grouping called "Project Name: No Value"

Is there something I'm missing or has there been some sort of changes?

And actually, what would be ideal is grouping "by Project by Document Name"...

THANKS! Kevin Quosig

exp_-RobLa
Level 2
May 21, 2019

Hi @Christine Zhu ,

group.0.displayname=Project Name

group.0.linkedname=documentVersion

group.0.namekey=view.relatedcolumn

group.0.namekeyargkey.0=documentVersion

group.0.namekeyargkey.1=documentID group.0.querysort=documentVersion:document:project:name

group.0.valuefield=documentVersion:document:project:name

group.0.valueformat=HTML

textmode=true

Rob Lawrence Workfront

imgrund
imgrund
Employee
April 29, 2019
Hi - yeah, you can only go to the document in a proof approval report as the Proof URL is not stored in Workfront at the moment. I remember seeing something in the Idea Exchange about that, but I can't find it. Anthony Imgrund FCB
ChristineZhu
ChristineZhu
Level 3
April 26, 2019
Hi @Rob Lawrence , could you also provide code for how to group proofs by Project? Thank you! Christine Zhu Chobani
SeanSa1
Level 4
February 11, 2019
I don't suppose any of you have figured out how to get a link to the proof in a Proof Approval report column? Sean
SkyeHa
Level 10
February 5, 2019
I had a chat with someone in Proof this morning, and rumor is the Proof deadline text field is being changed to a date field for R19.1 -- just in case anyone is interested. Haven't had a chance to test it yet. -skye
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