Filter a Proof Approval Report by Two Portfolios Using Text Mode

Question

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!

skyehansen · Accepted Answer

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 · Answer

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

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