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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

imgrund
Employee
October 28, 2019
I can't think of a way. Unfortunately the object type is "proof approval" so is only created when they a person needs to approve. :( Instead of an approval, it should almost be like the Assignment object. Like "proof assignment" so that you can get more info from the proof itself (instead of just the document version in Workfront) but then also have it include people who are just reviewers. I'm in meetings all day today, but I'll check idea exchange and see if there is something already there. If not, I'll create some thing and post it here. :) Anthony Imgrund FCB
Level 5
October 28, 2019
I'm looking for a variation of this ability. I have a report utilizing $$USER.ID that shows proofs that are waiting on an approval, but would like it to also include proofs where the user is designated only as a Reviewer (not Reviewer & Approver). Is this possible? Cathy Kenny Tire Rack
Level 10
June 13, 2018
Ah ha! Just a few more weeks ...
imgrund
Employee
June 13, 2018
Hi - Coming in 18.2! Although, I did find out it will not be retroactive. So only completed proof approvals after the 18.2 release View this on Workfront > Anthony Imgrund FCB
Level 10
June 12, 2018
Wow this posted in a weird way. I was responding to a very old thread about Proof Approver reports that had a partial answer to my issue. However my post didn't show the rest of the thread so my note sounds a little bonkers. May I rephrase? I am trying to make a "My Proofs" report. I have found the Proof Approver report but it only displays proofs awaiting a decision, not all proofs that I am on – ie I want to see a list of proofs associated with projects with "Current" Status or open issues, where I am a Reviewer/Approver. However I don't see a filter for this. The Approver ID filter is the only filter in my report so I would think it would show everything. Any ideas how I can make this report?
Level 10
June 11, 2018
Hi Opening up this thread because it partially answered what I was looking for. However, the Proof Approver report only seems to show Proofs that are awaiting approvals, not Proofs I have completed approving. I have only the Approver ID filter and none others so I can't understand what is limiting it from showing the approval history of all "my" proofs. Any direction on how to get this all in the same report would be great. Thanks! Jill Ackerman
MattMa2Author
Level 5
October 30, 2017
Awesome, Melinda! That worked. Appreciate the help. Matt May Stream Companies
Level 5
October 30, 2017
Ahh you found an interesting subtle bug/feature. For whatever reason the Document ID (And proof ID) in this object is the ID but not the actual object! So you can't directly reference up. The DocumentVersionID is the actual object. So to get the project name - displayname=Project Name querysort=documentVersion:document:project:name textmode=true valuefield=documentVersion:document:project:name valueformat=HTML -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your work so you can run your business -
MattMa2Author
Level 5
October 27, 2017
Follow-up questions. Is there a way in the Proof Approval Report to pull in source data. For example, the project the document that needs approval lives on, and/or task, and/or issue? This is what works in the report but doesn't work in the Document Version Report to pull what project the document is living on: valuefield=document:project:name I've tried a few way "report up" to this information, but I haven't had any luck in getting the source when it comes to this report type. ------------------ To give a little background on why we are even trying to create the report rather than just relying on the My Work approvals tab -- the tab doesn't allow for any kind of sorting or grouping. Some of our team members deal with a large number of awaiting proofs, so they need a way to sort and/or group to effectively manage the proofs in WorkfrontProof via Workfront. If there is just some other way I'm not thinking of (a different report maybe), I'm all ears. Thanks! Matt May Stream Companies
MattMa2Author
Level 5
October 27, 2017
Got it, Melinda. Thanks for pointing out my now obvious mistake. Is working now with the "Proof Approval" report . . . had accidentally selected the "Document Approval Report" Thank you for the help! Matt May Stream Companies