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SamanthaIsin
SamanthaIsin
Level 7
Sep 23, 2020 8:50 PM UTC
Question

Show me your proof reports!

I'm super interested in seeing any kind of document approval reports people have created to manage their proofs! Here is a screenshot of the report we're currently using, but it's in need of some upgrades!

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    14 replies

    AdinaPi1
    Level 9
    Sep 24, 2020 5:24 PM UTC

    How do you add the thumbnail and status column (and what kind of report is this)?

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    SamanthaIsin
    SamanthaIsinAuthor
    Level 7
    Sep 25, 2020 2:34 PM UTC

    Thumbnail:

    displayname=Thumbnail

    linkedname=document

    namekey=view.relatedcolumn

    namekeyargkey.0=document

    namekeyargkey.1=documentthumbnail

    textmode=true

    tile.name=component.documentthumbnail

    valueformat=HTML

    viewalias=document:documentthumbnail

    Status columns:

    displayname=Pending Approvers

    listdelimiter=<p>

    listmethod=nested(proofApprovals).lists

    styledef.case.0.comparison.icon=false

    styledef.case.0.comparison.leftmethod=documentID

    styledef.case.0.comparison.lefttext=documentID

    styledef.case.0.comparison.operator=notblank

    styledef.case.0.comparison.operatortype=string

    styledef.case.0.comparison.righttext=

    styledef.case.0.comparison.trueproperty.0.name=fontstyle

    styledef.case.0.comparison.trueproperty.0.value=bold

    styledef.case.0.comparison.trueproperty.1.name=textcolor

    styledef.case.0.comparison.trueproperty.1.value=d30519

    styledef.case.0.comparison.truetext=

    textmode=true

    type=iterate

    valueexpression=IF({approverDecision}="pending"||{approverDecision}="Pending",CONCAT("•",{approver}.{name}))

    valueformat=HTML

    The pending approvers, approvers, etc. all come from the 'status' column.

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      amandak6593542
      Level 2
      Oct 21, 2020 7:23 PM UTC

      Hi Samantha- I am trying to add in the thumbnail and status icons to my proof reporting using the text html above, but it's showing up blank. Any ideas what could need adjusting? Thank you! I am new to workfront and appreciate the support.

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      KevinQu1
      Level 10
      Sep 24, 2020 11:17 AM UTC

      This is nice Samantha. Any chance you could list the fields used in each column?

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      MichaelGu
      Level 2
      Sep 24, 2020 7:58 AM UTC

      I am looking to add an "Open Proof" button shortly

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        SamanthaIsin
        SamanthaIsinAuthor
        Level 7
        Sep 24, 2020 2:18 PM UTC

        How soon will this be available? It would be extremely helpful.

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        MichaelGu
        Level 2
        Sep 24, 2020 7:57 AM UTC

        Hi Samantha,

        Here is one that we have setup for use, very similar to yours really. what else are you thinking that it needs ?

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          SamanthaIsin
          SamanthaIsinAuthor
          Level 7
          Sep 24, 2020 2:22 PM UTC

          It depends on your use case - we typically have 10-15 people reviewing each proof so for us we had to know whose decisions were pending. Designers and proof managers were spending hours opening each proof and looking for a status on the proof.

          We have a monthly magazine and the project manager spends an hour each morning checking it's status and noting it in a spreadsheet. Then we spend a half an hour reviewing everything.

          If I can get this report perfected it will save over 15 collective hours per week. I wish I could see the deadline for each stage (since we usually have about 5) and mark the pending approvers with red text if they're past the deadline. Similar to what you would see in the proof details.

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          KierstenKollins
          KierstenKollins
          New Participant
          Sep 24, 2020 3:30 AM UTC

          Hi Samantha,

          I posted a question the other day in community to see if there is a way to pull the stage end time into a report like this to know when the route period has ended and the stage has locked. Have you happened to figure out a way to do that?

          Thanks,

          Kiersten

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          SamanthaIsin
          SamanthaIsinAuthor
          Level 7
          Sep 24, 2020 2:23 PM UTC

          No, I haven't, but it would be extremely valuable to us.

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