Unable to report on specific approver actions in 51ºÚÁϲ»´òìÈ Workfront
51ºÚÁϲ»´òìÈ Workfront reports don’t natively support isolating actions taken by specific approvers in multi-stage approval workflows. This limitation affects visibility into individual approval statuses and sequence-specific tracking.
To fix this, use text mode and calculated columns to extract and display approver-specific data for targeted workflow stages.
Description description
Environment
- Workfront
- Approval workflows reporting functionality
Issue/Symptoms
- You cannot independently report on a specific approval sequence (for example, Sequence Number 5) within the workflow.
- The
Approval Completion Datefield, might be misleading, as it can indicate completion even if earlier approval stages were rejected. - Difficult to isolate and display the status of a single approver’s action for a particular stage in the workflow.
Resolution resolution
To address this issue, follow these steps:
-
Use text mode in 51ºÚÁϲ»´òìÈ Workfront reports to reference the
approverStatusescollection at the issue level. This collection contains data about approvals and their respective stages. -
Create a calculated column that evaluates whether the desired approver has approved the specified stage. For example:
- Reference the name of the approval step associated with the desired approver (for example,
Tudor CEO (E.P.)). - Use conditional logic within text mode to display appropriate statuses such as
Awaiting Approval,Approved,Rejected, orWaiting for Approval Stage.
- Reference the name of the approval step associated with the desired approver (for example,
-
Test and validate your calculated column by applying it to your report and ensuring it accurately reflects the status of approvals for the specified stage.
Note: While this solution provides a functional workaround, further customization or optimization (for example, using switch statements) might require consulting services, as this falls outside standard support scope.
This approach enables isolating and displaying information about specific approvers’ actions within complex approval workflows effectively.
Related reading
- Create a custom report in the Workfront guide.
- Unified Approvals overview in the Workfront guide.
- Canvas Dashboards overview in the Workfront guide.