Hi Jason. Welcome back!
That profile pic is pretty sweet!
A saved search with a specific column set is the way to go. I use a template to create the ECOs then use a saved search with only the columns I need in the column set.
Then set the saved search to find only the filenames, category, "document number" variable, or whatever criteria you use for specifying the ECO file as an "ECO". I use "document number" variable then search for all "document number" variables with a value of "ECO-"
You can export it to excel if you want at that point.
Ha...thanks on the Profile Pic. My wife and I took a pic of our Pup with those glasses, and I laugh so hard every time I see it. Hopefully it will do the same for others.
Your suggestion is even simpler than I had thought....awesome...
Do you know if it would be possible to use Dispatch to possibly kick off a weekly export that is conditionally formatted the so it is easy to see which ones are still open? I will also have to figure out how to pullin the legacy data that is not formatted correctly.....hmm...
My apologies on the very slow response times. I am not clear on these notification settings on the forums, this one just showed up this morning! I don't think dispatch can be configured to kick off a weekly export but a custom task using the API could do the trick.
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