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Madalyn_Destafney
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Madalyn_DestafneyCommunity Advisor
Community Advisor
March 10, 2023
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Help with Shared Columns in Assignment Report

  • March 10, 2023
  • 2 replies
  • 1891 views

Need some help!
I have an assignment report with a column of issue assignments and a column with task assignments. For the life of me, I cannot share/merge these columns. I've tried adding 'sharecol=true' to the column on the left (the 2 columns are adjacent), and then have also tried adding blank column in between the 2 and adding below and then adding 'sharecol=true' to the left column. Neither approach is working. Ideas? I want the column to just pull who is assigned on the issue or task in one column. What am I missing?

value=<br>

valueformat=HTML

width=1

sharecol=true

  

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Best answer by William

If you only need/want to display all User assignments (ignore role-only and team assignments) of the parent task or issue in an assignment report: 

1. add below text mode to a new column in your assignment report: 

displayname=All Assignments listdelimiter=<div> listmethod=nested(task.assignments).lists textmode=true type=iterate valueexpression=CONCAT(IF(ISBLANK({assignedTo}.{ID}),"",{assignedTo}.{name})) valueformat=HTML


2. add below text mode to a separate new column just to the right of the above column:

listdelimiter=<div> listmethod=nested(opTask.assignments).lists textmode=true type=iterate valueexpression=CONCAT(IF(ISBLANK({assignedTo}.{ID}),"",{assignedTo}.{name})) valueformat=HTML


3. Save your report. 
4. Open/edit report
5. Add the below line of text to the (left-side) column from above:

sharecol=true

6. Save, you're all set. 

Doing the above should result in the below text mode in a single column, but the column numbers (4 and 5 below) are likely to be different based on how many columns are in your report: 

column.4.displayname=All Assignments column.4.listdelimiter=<div> column.4.listmethod=nested(task.assignments).lists column.4.sharecol=true column.4.textmode=true column.4.type=iterate column.4.valueexpression=CONCAT(IF(ISBLANK({assignedTo}.{ID}),"",{assignedTo}.{name})) column.4.valueformat=HTML column.5.displayname=All Assignments column.5.listdelimiter=<div> column.5.listmethod=nested(opTask.assignments).lists column.5.textmode=true column.5.type=iterate column.5.valueexpression=CONCAT(IF(ISBLANK({assignedTo}.{ID}),"",{assignedTo}.{name})) column.5.valueformat=HTML





2 replies

RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
March 11, 2023

I have an assignment report with a shared column for Name. The same priciples should apply. Here's the code:

column.2.displayname=Task/Issue column.2.sharecol=true column.2.textmode=true column.2.value= column.2.valueformat=HTML column.3.displayname= column.3.linkedname=task column.3.namekey=view.relatedcolumn column.3.namekeyargkey.0=task column.3.namekeyargkey.1=name column.3.querysort=task:name column.3.sharecol=true column.3.textmode=true column.3.valuefield=task:name column.3.valueformat=HTML column.4.sharecol=true column.4.textmode=true column.4.value= column.4.valueformat=HTML column.5.displayname= column.5.linkedname=opTask column.5.namekey=view.relatedcolumn column.5.namekeyargkey.0=opTask column.5.namekeyargkey.1=name column.5.querysort=opTask:name column.5.textmode=true column.5.valuefield=opTask:name column.5.valueformat=HTML

Here's the code for another shared column on the same report for project, Parent Task, owner and assignee. I'm sure you can get what you need from these:

column.6.displayname=Project/Parent Task/Owner column.6.linkedname=project column.6.namekey=view.relatedcolumn column.6.namekeyargkey.0=project column.6.namekeyargkey.1=name column.6.querysort=project:name column.6.sharecol=true column.6.textmode=true column.6.valuefield=project:name column.6.valueformat=HTML column.7.sharecol=true column.7.textmode=true column.7.value=<br><font color=tan><small><i>Parent Task: </i></small></font><small><bold><font color=darkseagreen> column.7.valueformat=HTML column.8.displayname= column.8.linkedname=direct column.8.namekey=view.relatedcolumn column.8.namekeyargkey.0=task column.8.namekeyargkey.1=backlogParent column.8.sharecol=true column.8.textmode=true column.8.valuefield=task:backlogParent column.8.valueformat=HTML column.9.displayname=Owner column.9.sharecol=true column.9.textmode=true column.9.value=<hr><font color=tan><i>Owner: </i></font><bold><font color=darkseagreen> column.9.valueformat=HTML column.10.displayname=Job Owner column.10.linkedname=project column.10.namekey=view.relatedcolumn column.10.namekeyargkey.0=project column.10.namekeyargkey.1=Owner Name column.10.querysort=project:owner:name column.10.sharecol=true column.10.textmode=true column.10.usewidths=true column.10.valuefield=project:owner:name column.10.valueformat=HTML column.10.width=50 column.11.displayname=Owner column.11.sharecol=true column.11.textmode=true column.11.value=<font color=tan><i> | Assignee: </i></font><bold><font color=darkseagreen> column.11.valueformat=HTML column.12.displayname= column.12.linkedname=assignedTo column.12.namekey=view.relatedcolumn column.12.namekeyargkey.0=assignedTo column.12.namekeyargkey.1=name column.12.querysort=assignedTo:name column.12.sortOrder=1 column.12.sortType=asc column.12.textmode=true column.12.valuefield=assignedTo:name column.12.valueformat=HTML
    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity AdvisorAuthor
    Community Advisor
    March 13, 2023

    Hi there! Appreciate this, but not exactly what I'm after. I'm not trying to share task/issue name columns, I'm trying to share task/issue assignment users columns. And the 2nd snippet of text mode looks to be only pulling one object's assigned to, I need both objects and assignment users/all those assigned, not just assigned to/primary assignment. 

    If this helped you, please mark correct to help others : )
    William
    Community Advisor
    WilliamCommunity Advisor
    Community Advisor
    March 12, 2023

    I am presuming that your goal is to pull in all assignees of the task or request from which the assignment was created, and not just the assignment assignee? (e.g. if three users are assigned to one task, that generates three assignment records with one assignee each) The assignment-specific assignee can be displayed without sharing columns, using Assigned To >> Name in the view builder. 

    I suspect you are trying to share Task >> Assignments and Request >> Assignments into a single column, so that every row in the assignment report has a value displaying all assignees of the parent of the assignment - whether it's a task or request - in one column instead of two.

    The reason that doesn't work with the typical sharecol=true is because some fields can't be shared in columns. Whenever you see a line that begins with tile.name= that is an indicator that the column can't be shared. These columns have extra functionality embedded in the view that prohibits them from being shared.

    To replicate them as closely as possible into shareable columns, you need to combine eight! columns. You can get by with fewer depending on the workflow. (E.g., if a team will never be assigned to these objects, you can probably skip the columns that bring in team assignment.)

    column 0: displays a collection of user assignments by jumping up to the task, then pulling all assignments assigned to a user. 
    column 1: displays a collection of user assignments by jumping up to the request, then pulling all assignments assigned to a user.
    column 2: injects a line break after the last user from column 0 or 1.
    column 3: displays a collection of role-only assignments by jumping up to the task, then pulling all role-only assignments.
    column 4: displays a collection of role-only assignments by jumping up to the request, then pulling all role-only assignments.
    column 5: injects a line break after the last role from column 3 or 4.
    column 6: displays the team assignment by referencing the task team assignment.
    column 7: displays the team assignment by referencing the request team assignment. 

    For any row in the report, results will only be returned by columns 0, 3, and 6 or 1, 4, and 7.

    here is the full text mode: 

     

    column.0.displayname=All Assignments column.0.listdelimiter=<div> column.0.listmethod=nested(task.assignments).lists column.0.sharecol=true column.0.textmode=true column.0.type=iterate column.0.valueexpression=CONCAT(IF(ISBLANK({assignedTo}.{ID}),"",{assignedTo}.{name})) column.0.valueformat=HTML column.1.listdelimiter=<div> column.1.listmethod=nested(opTask.assignments).lists column.1.sharecol=true column.1.textmode=true column.1.type=iterate column.1.valueexpression=CONCAT(IF(ISBLANK({assignedTo}.{ID}),"",{assignedTo}.{name})) column.1.valueformat=HTML column.2.sharecol=true column.2.textmode=true column.2.value=<p> column.2.valueformat=HTML column.3.listdelimiter=<div> column.3.listmethod=nested(task.assignments).lists column.3.sharecol=true column.3.textmode=true column.3.type=iterate column.3.valueexpression=CONCAT(IF(ISBLANK({assignedToID}),{role}.{name},"")) column.3.valueformat=HTML column.4.listdelimiter=<div> column.4.listmethod=nested(opTask.assignments).lists column.4.sharecol=true column.4.textmode=true column.4.type=iterate column.4.valueexpression=CONCAT(IF(ISBLANK({assignedToID}),{role}.{name},"")) column.4.valueformat=HTML column.5.sharecol=true column.5.textmode=true column.5.value=<p> column.5.valueformat=HTML column.6.sharecol=true column.6.textmode=true column.6.valueexpression={task}.{team}.{name} column.6.valueformat=HTML column.7.textmode=true column.7.valueexpression={opTask}.{team}.{name} column.7.valueformat=HTML

     


    Breaking it out this way lists all assignees in the same general order that the tile does: first users, then roles, then team. What you don't get in this view are the small icons that indicate what type of object the assignee is.

    Hopefully this is what you were after. Good luck!



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      Madalyn_Destafney
      Community Advisor
      Madalyn_DestafneyCommunity AdvisorAuthor
      Community Advisor
      March 13, 2023

      Hi there! Thanks for this. I've pulled it into my report and I'm getting task assignments to work but not issues, here is my text mode after removing role & team, I only need users the task/issue is assigned to (all assignees not just primary assignee). Can you identify where I'm off? I'm after one column showing assignments, whether it's a task or issue (and do not need 1 row per assignee, if a task is assigned 3 people, I want that as 1 row in the report showing all 3 people assigned).

      column.2.displayname=Assignments
      column.2.listdelimiter=<div>
      column.2.listmethod=nested(opTask.assignments).lists
      column.2.sharecol=true
      column.2.textmode=true
      column.2.type=iterate
      column.2.valueexpression=CONCAT(IF(ISBLANK({assignedTo}.{ID}),"",{assignedTo}.{name}))
      column.2.valueformat=HTML
      column.3.sharecol=true
      column.3.textmode=true
      column.3.value=<p>
      column.3.valueformat=HTML
      column.4.listdelimiter=<div>
      column.4.listmethod=nested(task.assignments).lists
      column.4.sharecol=true
      column.4.textmode=true
      column.4.type=iterate
      column.4.valueexpression=CONCAT(IF(ISBLANK({assignedToID}),{role}.{name},""))
      column.4.valueformat=HTML
      column.5.listdelimiter=<div>
      column.5.listmethod=nested(opTask.assignments).lists
      column.5.textmode=true
      column.5.type=iterate
      column.5.valueexpression=CONCAT(IF(ISBLANK({assignedToID}),{role}.{name},""))
      column.5.valueformat=HTML

      If this helped you, please mark correct to help others : )
      William
      Community Advisor
      WilliamCommunity AdvisorAccepted solution
      Community Advisor
      March 13, 2023

      If you only need/want to display all User assignments (ignore role-only and team assignments) of the parent task or issue in an assignment report: 

      1. add below text mode to a new column in your assignment report: 

      displayname=All Assignments listdelimiter=<div> listmethod=nested(task.assignments).lists textmode=true type=iterate valueexpression=CONCAT(IF(ISBLANK({assignedTo}.{ID}),"",{assignedTo}.{name})) valueformat=HTML


      2. add below text mode to a separate new column just to the right of the above column:

      listdelimiter=<div> listmethod=nested(opTask.assignments).lists textmode=true type=iterate valueexpression=CONCAT(IF(ISBLANK({assignedTo}.{ID}),"",{assignedTo}.{name})) valueformat=HTML


      3. Save your report. 
      4. Open/edit report
      5. Add the below line of text to the (left-side) column from above:

      sharecol=true

      6. Save, you're all set. 

      Doing the above should result in the below text mode in a single column, but the column numbers (4 and 5 below) are likely to be different based on how many columns are in your report: 

      column.4.displayname=All Assignments column.4.listdelimiter=<div> column.4.listmethod=nested(task.assignments).lists column.4.sharecol=true column.4.textmode=true column.4.type=iterate column.4.valueexpression=CONCAT(IF(ISBLANK({assignedTo}.{ID}),"",{assignedTo}.{name})) column.4.valueformat=HTML column.5.displayname=All Assignments column.5.listdelimiter=<div> column.5.listmethod=nested(opTask.assignments).lists column.5.textmode=true column.5.type=iterate column.5.valueexpression=CONCAT(IF(ISBLANK({assignedTo}.{ID}),"",{assignedTo}.{name})) column.5.valueformat=HTML





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