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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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melindal3825541
Level 5
October 27, 2017
This would be a document approval report and not a proof approval report. -- 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
Hi Anthony -- while I agree about the My Work is the easiest place to go, some people like seeing this info on their dashboard in a report with all other reporting info. That said I tried what you suggested but it doesn't work for me or any of my users when comes to proofing documents via WorkfrontProof. It works if an approver is added on the document in Workfront here: However, it doesn't seem to pull from approvers that are part of the WorkfrontProof Workflow (we use a lot of pre-set / automated Workflows), and that's what we need to use here at our agency since we have very involved proofing processes. It's strange because the My Work area will show it: However, using the Proof Approval report with this filter, shows no results when the approver is only put in the Workfront Proof workflows: approverID=$$USER.ID approverID_Mod=in Matt May Stream Companies
imgrund
imgrund
Employee
October 25, 2017
Hi Matt, If you only care about ones that are pending approval, I would highly recommend that you build a Proof Approval report that has a filter Approver ID equals $$USER.ID. Proof Approval object types are only created when it is a specific persons turn to approve something. It is really nice. I will say though, since they added Proof Approvals to My Work's Approval tab, we have seem that area utilized as they can go directly to the proof from there. (In the Proof Approval report, they have to go to the document first and then hit "Proof"). Anthony Imgrund FCB
melindal3825541
Level 5
October 24, 2017
You want requester >> ID equal $$USER.ID on the proof approval report. -- 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 -
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