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DeborahBaker
DeborahBaker
Level 2
March 20, 2023
Solved

Report: My Proofs Awaiting Approval

Question for the Community - Is there a way to add two things to the Proof Approval Report:

1. Thumbnail of Proof

2. Project Name of the document

 

Thank You, Deborah

Richard_Le_Accepted solution
New Participant
March 20, 2023

Hi Deborah,

 

Project name I can help you with, add a column to your proof approval report, switch to text mode and enter the following:

 

displayname=Project linkedname=document namekey=view.relatedcolumn namekeyargkey.0=documentVersion namekeyargkey.1=document namekeyargkey.2=project namekeyargkey.3=name querysort=documentVersion:document:project:name textmode=true valuefield=documentVersion:document:project:name valueformat=HTML

 

Pulling in a thumbnail is a bit more problematic in a proof approval report. The following text mode will work for some document formats, but not all (PDF's aren't supported for example):

 

displayname=Thumbnail image.valuefield=documentVersion:document:previewURL textmode=true type=image valuefield=documentVersion:document:previewURL valueformat=HTML

 

If thumbnails are imperative, I recommend exploring a Document Version report instead of a proof approval report. Thumbnails can be easily added to document version reports, and they can mostly replicate proof approval reports if you get the filters right.

 

Best Regards,

Rich. 

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3 replies

Richard_Le_Accepted solution
New Participant
March 20, 2023

Hi Deborah,

 

Project name I can help you with, add a column to your proof approval report, switch to text mode and enter the following:

 

displayname=Project linkedname=document namekey=view.relatedcolumn namekeyargkey.0=documentVersion namekeyargkey.1=document namekeyargkey.2=project namekeyargkey.3=name querysort=documentVersion:document:project:name textmode=true valuefield=documentVersion:document:project:name valueformat=HTML

 

Pulling in a thumbnail is a bit more problematic in a proof approval report. The following text mode will work for some document formats, but not all (PDF's aren't supported for example):

 

displayname=Thumbnail image.valuefield=documentVersion:document:previewURL textmode=true type=image valuefield=documentVersion:document:previewURL valueformat=HTML

 

If thumbnails are imperative, I recommend exploring a Document Version report instead of a proof approval report. Thumbnails can be easily added to document version reports, and they can mostly replicate proof approval reports if you get the filters right.

 

Best Regards,

Rich. 

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    DeborahBaker
    DeborahBakerAuthor
    Level 2
    March 21, 2023

    Greetings Rich,

    I tried the example above you suggested and I see what you mean about the thumbnail. Therefore, I switched it back to a Document Approval. However, there are a few columns I'm trying to pull in that are problematic.

    1. Project Name associated with the Document
    2. The Proof Version (1, 2, 3, etc.)
    3. Proof Deadline

    Any suggestions on Text mode for those three columns? 

    I appreciate your help very much! Have a great rest of your week.

     

    My Best,

    Deborah

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    Richard_Le_
    New Participant
    March 21, 2023

    No problem, Deborah,

     

    I haven't tried with a Document Approval report, I recommend using a Document Version report instead as it makes it a bit easier to access the fields you need and also to filter for proofs only.

     

    With a Document version report, most of the fields you want are available natively in the report builder (Document Version >> Proof Deadline / Document Version >> Version). For project name, the following text mode would do it:

     

    displayname=Project linkedname=document namekey=view.relatedcolumn namekeyargkey.0=document namekeyargkey.1=project namekeyargkey.2=name querysort=document:project:name textmode=true valuefield=document:project:name valueformat=HTML

     

    Hope that helps.

     

    Best Regards,

    Rich. 

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