Status Changes on Project

New Participant

Well spotted, Adam: thank you! I've listened to my recording again and nearly had it -- "We're looking in Note Text...well I'm stumped" -- but tripped myself up by watching the data in the Audit Text column in the report, when I ought to have been watching (and filtering on) the Note Text column. Laura, as Adam pointed out, this shold in fact be "Note > Note Text" when looking for phrases a user types in (such as "Today I updated my status report"). Audit Text is for monitoring phrases that Workfront puts in automatically (such as "Status Changed from Planning to Current"...when that ACTION really occurs). Would you please refer to the attached file I've added, try again, and let us know if that does the trick (or conversely, sticking with Audit Text, but then changing the Status to trigger the Audit Note)? Regards, Doug

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EXP_-_AdamMi

Level 2

Hi Laura,

I was looking at this and it looks like you are wanting to filter by the Note>> Note Text contains status. This filter will pull in your example from the video with Doug. When using the Note>> Audit Text field this will only look at the updates where the system made an automated note. ie User A changed the status to Complete - Pending Approval.

Give this new filter a try and it should give you what you are looking for.

Adam

Level 7

Hi Doug! That was great! Thanks for the house call. Now fingers crossed it can be fixed :) P.S. Nice to know I'm not going crazy!

New Participant

Hi Laura. Thanks for having me in for the Housecall -- we might start a new trend! As discussed, I've attached the 2016-08-31DougHousecallWithLauraStatusChangeFoundOnUpdateFeedButNotInNotes.mp4 video, which seems to prove that Status changes are being recorded in the Updates Tab (via the JOURNAL object), but NOT in the Notes Tab as they've historically done. That would be unfortunate, since only the latter can be accessed by the Workfront Report Builder. For those following this thread, Laura kindly agreed to share the video with the community: any comments, workarounds, or ramifications come to mind? Regards, Doug

New Participant

Well that settles it, Laura: it's time for a housecall. I invite you (and anyone who's following in real time that would like to help out and/or learn) to join me at https://global.gotomeeting.com/join/210157101 -- I've got 15 minutes or so to spare, so let's see if that's enough to get to the bottom of this one. Regards, Doug

Level 7

Well I was thinking about this yesterday. We have custom statuses but at the end of the day they all equate to the system statuses, don’t they, so if you’re saying what I think then when I changed the status of my test project, it didn’t change it to a different system status. However, I just went back to the sandbox and changed the test project to the system ‚Äòon hold’ status and it’s still not showing on my report. UGH!

New Participant

Curious, Laura: if the "contains" didn't find the status change note you are expecting, the simplest explanation is because It's Not There. Is it possible that the Project you are expecting to see has in fact never changed Status? Regards, Doug

Level 7

Hi Doug, Thanks good advice. I have fiddled around with the filters as you suggest but I cannot get the one project that I know should show to be listed in the report. Not sure where to go from here except ask WF :)

New Participant

Anthony, great explanation; thanks!

Cory, perhaps May is when someone turned Track Changes "on" in your environment, which would fit what you are (not) seeing before that date.

Laura, when in doubt (as from back in my SQL days) I often reduce my WF filter restrictions until I DO see the results, then gradually add back other conditions until I spot the one responsible for hiding what I expect to see. I call this technigue "burning down" the filter (as in forest fire).

In your case, may I suggest you start with only the "Note Text contains" portion, and build up from there?

Regards,

Doug