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LeifBr4
New Participant
March 24, 2025
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Filter a Proof Approval Report by Two Portfolios Using Text Mode

  • March 24, 2025
  • 2 replies
  • 523 views

I am looking to filter a proof approval report by two different portfolios using text mode. The filter criteria should be:

  • GTE $$TODAY - 5
  • In a project in Portfolio ABC and Portfolio XYZ

Does anyone have the text mode prompts to achieve this? Thanks!

Best answer by skyehansen

You could try this one -- you would have to test the results thoroughly.

 

EXISTS:a:$$OBJCODE=DOCU EXISTS:a:currentVersionID=FIELD:documentVersionID EXISTS:a:project:portfolioID=XYZ ABC approvalDate_Mod=gte approvalDate=$$TODAY-5

(XYZ and ABC are separated by a tab space above)

2 replies

skyehansen
skyehansenAccepted solution
New Participant
March 24, 2025

You could try this one -- you would have to test the results thoroughly.

 

EXISTS:a:$$OBJCODE=DOCU EXISTS:a:currentVersionID=FIELD:documentVersionID EXISTS:a:project:portfolioID=XYZ ABC approvalDate_Mod=gte approvalDate=$$TODAY-5

(XYZ and ABC are separated by a tab space above)

    Sven-iX
    Sven-iX
    New Participant
    March 24, 2025

    You mean the document is in either ABC or XYZ? 

     

    use the power of OR:1 - dummy (non-tested) code as example. First get the first block working then copy/paste and adjust the second block

    approvalDate_Mod=gte approvalDate=$$TODAY-5 document:portfolioID=ABC OR:1:approvalDate_Mod=gte OR:1:approvalDate=$$TODAY-5 OR:1:document:portfolioID=ABC

     

    L
    LeifBr4Author
    New Participant
    March 24, 2025

    Yes. The document can be in a project that is in the portfolio. That part is important because the document is not in the portfolio but rather in the project that is in the portfolio. Make sense?

     

    Portfolio > Project > Document

    Sven-iX
    Sven-iX
    New Participant
    March 24, 2025

    right - then you have to filter on document:project:portfolio

     

    and still do the OR:1 block

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