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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

Level 2
November 24, 2018

This will get you to display the project the proof is on:

displayname=Project Name

linkedname=documentVersion

namekey=view.relatedcolumn

namekeyargkey.0=documentVersion

namekeyargkey.1=documentID

querysort=documentVersion:document:project:name

textmode=true valuefield=documentVersion:document:project:name

valueformat=HTML

Rob Lawrence Workfront

Level 10
October 11, 2018
This is just a comment that the Proof deadline (the last time I looked at it) is a text field, so hence not sortable by normal time-based constraints like a past-due time. -skye