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M
MegFl
New Participant
April 13, 2023
Solved

Proof report with project status filter

  • April 13, 2023
  • 3 replies
  • 1286 views

Is there a way to see current proofs list pending approval on only active (in progress) projects?

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Best answer by Sheri_Whitten

Yes, but I don't filter for only Active projects because I make a decision of "Acknowledged - Correcting Proof Workflow" on proofs attached to projects that are complete and I make sure the proof email notification goes to the project manager. It's really cut down on how much I have to force close proofs 😉 The textmode I use in my Proof Approval report to see the project status is:

 

displayname=Status
enumclass=com.attask.common.constants.ProjectStatusEnum
enumtype=PROJ
linkedname=documentVersion
namekey=view.relatedcolumn
namekeyargkey.0=documentVersion
namekeyargkey.1=document
namekeyargkey.2=project
namekeyargkey.3=status
querysort=documentVersion:document:project:status
textmode=true
type=enum
valuefield=documentVersion:document:project:status
valueformat=HTML

3 replies

S
Sheri_WhittenAccepted solution
New Participant
April 17, 2023

Yes, but I don't filter for only Active projects because I make a decision of "Acknowledged - Correcting Proof Workflow" on proofs attached to projects that are complete and I make sure the proof email notification goes to the project manager. It's really cut down on how much I have to force close proofs 😉 The textmode I use in my Proof Approval report to see the project status is:

 

displayname=Status
enumclass=com.attask.common.constants.ProjectStatusEnum
enumtype=PROJ
linkedname=documentVersion
namekey=view.relatedcolumn
namekeyargkey.0=documentVersion
namekeyargkey.1=document
namekeyargkey.2=project
namekeyargkey.3=status
querysort=documentVersion:document:project:status
textmode=true
type=enum
valuefield=documentVersion:document:project:status
valueformat=HTML

    SuryaLakhani
    SuryaLakhani
    New Participant
    April 14, 2023

    Hi,

    If you are using Proof Approval report this should work:

     

    EXISTS:a:$$OBJCODE=DOCU
    EXISTS:a:project:status=CUR
    EXISTS:a:project:status_Mod=in
    EXISTS:a:versions:ID=FIELD:documentVersionID
    isAwaitingDecision=true
    isAwaitingDecision_Mod=eq

      E
      EAdams
      New Participant
      April 13, 2023

      I have one that is a document report that shows open projects that have proofs that are waiting a decision and one that shows closed projects that are waiting a decision as well. I like the closed one as then I can clean up proofs. 

      It's a document report. This is the filter:

      EXISTS:1:$$OBJCODE=DOCV
      EXISTS:1:documentID=FIELD:ID
      EXISTS:1:proofApprovals:isAwaitingDecision=true
      EXISTS:1:proofApprovals:isAwaitingDecision_Mod=eq
      currentVersionID_Mod=notblank
      project:statusEquatesWith=CUR
      project:statusEquatesWith_Mod=in

       

      For closed projects you would change the project:statusEquaresWith=CUR to CPL

       

      I wish there was a way to see who is reviewing a proof as this only will show approvals. 

        Lyndsy-Denk
        Lyndsy-Denk
        New Participant
        April 17, 2023

        Fabulous! Do I infer correctly that, by using DOCV rather than DOCU, this text mode looks at all document versions?

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