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MattMa2
Level 5
October 24, 2017
Question

Document Report that Shows Documents Awaiting My Approval in WorkfrontProof

  • October 24, 2017
  • 24 replies
  • 3099 views
Hello -- we are trying to mostly do away with the use of the Standalone WorkfrontProof product and purely work out of Workfront itself as not to bounce back and forth between two systems. A key for us doing this is building a Document Report that shows documents awaiting my approval in WorkfrontProof --- if I'm one of the users in the established workflow that needs approve the document. However, I can't figure out how to accomplish this. So far I've only been successful in creating a report that shows the Documents that users have put in WorkfrontProof via Workfront that are pending approval from other users (or approved). Does anyone know if it is possible to build a document report that shows documents awaiting the user's approval in WorkfrontProof that were entered via Workfront? And if so, how? Thanks! Matt May Stream Companies
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24 replies

JillAc
Level 10
February 4, 2020
Thank you, that appears to be exactly right. Now if we could find a way to remove old proofs from Home that never got approved but are long done and gone ... Jill Ackerman
    imgrund
    imgrund
    Employee
    February 4, 2020
    Here is the text mode for my report. 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 isAwaitingDecision=true isAwaitingDecision_Mod=eq isCurrentDocumentVersion=true isCurrentDocumentVersion_Mod=eq Anthony Imgrund FCB
    JillAc
    Level 10
    February 4, 2020
    This filter below isn't working for me. Can anybody figure out the text mode to filter on this. I'm in the Proof Approvals type of report. MY PROOFS ASSIGNED TO ME for approval Show LATEST PROOF only PROOF is NOT APPROVED PROJECT STATUS=CURRENT Thanks!
    JillAc
    Level 10
    January 31, 2020
    No I have not figured it out yet, will try this new solution posted and see if that works. I just got another request for this today. Not being able to delete Proofs that are hanging around in My Approvals is driving some people crazy.
    KarenTo
    Level 2
    January 30, 2020
    Cheers for letting me know pal. Karen Towler Tesco Bank
    imgrund
    imgrund
    Employee
    January 30, 2020
    Unfortunately, no. :( Anthony Imgrund FCB
    KarenTo
    Level 2
    January 30, 2020
    Hi Anthony, did you find a way to show a proofs that I need to review (but not approve)? Thanks! Karen Towler Tesco Bank
    SuryaLa1
    Level 2
    January 30, 2020
    Hi Stephanie, That worked! Thank you so much for sharing this!! Surya Laani Scholastic
    StephanieBa
    Level 2
    January 29, 2020
    Hi, I found this EXISTS code in a previous thread and added it to our proof approval report. It filters out jobs which are not in "current" status, and also jobs in which ANY decision is pending. Groupings: group.0.linkedname=document group.0.namekey=view.relatedcolumn group.0.namekeyargkey.0=document group.0.namekeyargkey.1=ID group.0.valuefield=documentVersion:document:name group.0.valueformat=string textmode=true Filters: EXISTS:a:$$OBJCODE=DOCU EXISTS:a:project:status=CUR EXISTS:a:project:status_Mod=in EXISTS:a:versions:ID=FIELD:documentVersionID approverDecision=pending approverDecision_Mod=cinotcontains documentVersion:proofedByUserID=$$USER.ID documentVersion:proofedByUserID_Mod=in isCurrentDocumentVersion=true isCurrentDocumentVersion_Mod=eq I hope this is helpful! Stephanie Bayard Oticon, Inc.
    SuryaLa1
    Level 2
    January 29, 2020
    Hi Jill, Were you able to figure out how Proof Approval report can be filtered to show proofs associates to projects with "Current" status? Thanks! Surya Laani Scholastic
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