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RLepoudre
RLepoudre
Level 2
November 1, 2024
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Filtering a Project Report with Nested Lists

  • November 1, 2024
  • 1 reply
  • 660 views

So I have a project report that I have used nested lists to put certain task names that are the same across all projects as the columns of the report. 

My problem is figuring out how I can create a filter or prompt based on those tasks and when they are marked complete. 

Here is an example of the code being used in one of the columns of the report:

 

 

displayname=RFX listdelimiter=<div> listmethod=nested(tasks).lists type=iterate valueexpression=IF({name}="RFX", IF(CONTAINS("INP", {status}), "In Progress", IF(CONTAINS("CPL", {status}), "Complete", IF(CONTAINS("TIR", {status}), "Not Applicable", IF(CONTAINS("NEW", {status}), "", "")))), "") valueformat=HTML

 

 

In this case, I'd be looking to somehow create a filter or prompt where it filters by RFX tasks marked Complete within the past two weeks. 

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    Best answer by skyehansen

    From a TASK report, if I filter for task name contains RFX, status is Complete, and actual completion date in the past 2 weeks, here's the code I get:

    name=RFX
    name_Mod=cicontains
    status=CPL
    status_Mod=in
    actualCompletionDate=$$TODAY
    actualCompletionDate_Mod=between
    actualCompletionDate_Range=$$TODAY-2w

     

    Copy this code - this is what you'll be using in your project filter. The way I see it, you can go either way: a collections filter or an exists filter. Collections filters are documented here:

    https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/text-mode/reference-collections-report#reference-a-collection-in-the-filter-of-a-report

     

    You could start by trying to prepend your text mode (above) with "tasks:____" (omitting the quote marks and the underline)

     

    Similarly with exists filters, documented here:

    https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/text-mode/create-complex-text-mode-filters-using-exists-statements

     

    Start with using these two lines in your project report:

    EXISTS:a:$$OBJCODE=TASK

    EXISTS:a:projectID=FIELD:ID

     

    Then for your textmode block above, you could try and prepend each line with "EXISTS:a:_____"

    (omitting the quote marks and the underline)

     

    For the custom prompt, just follow the directions in this documentation:

    https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/create-manage-reports/add-prompt-report

    Take whatever textmode filter worked for you, and join it together in one giant line separating each phrase with ampersands.

    1 reply

    skyehansen
    Community Advisor and Adobe Champion
    skyehansenCommunity Advisor and Adobe ChampionAccepted solution
    November 1, 2024

    From a TASK report, if I filter for task name contains RFX, status is Complete, and actual completion date in the past 2 weeks, here's the code I get:

    name=RFX
    name_Mod=cicontains
    status=CPL
    status_Mod=in
    actualCompletionDate=$$TODAY
    actualCompletionDate_Mod=between
    actualCompletionDate_Range=$$TODAY-2w

     

    Copy this code - this is what you'll be using in your project filter. The way I see it, you can go either way: a collections filter or an exists filter. Collections filters are documented here:

    https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/text-mode/reference-collections-report#reference-a-collection-in-the-filter-of-a-report

     

    You could start by trying to prepend your text mode (above) with "tasks:____" (omitting the quote marks and the underline)

     

    Similarly with exists filters, documented here:

    https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/text-mode/create-complex-text-mode-filters-using-exists-statements

     

    Start with using these two lines in your project report:

    EXISTS:a:$$OBJCODE=TASK

    EXISTS:a:projectID=FIELD:ID

     

    Then for your textmode block above, you could try and prepend each line with "EXISTS:a:_____"

    (omitting the quote marks and the underline)

     

    For the custom prompt, just follow the directions in this documentation:

    https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/create-manage-reports/add-prompt-report

    Take whatever textmode filter worked for you, and join it together in one giant line separating each phrase with ampersands.

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