How can I add a task status filter to a project report | Community
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JohnWe16
Level 2
April 28, 2021
Solved

How can I add a task status filter to a project report

  • April 28, 2021
  • 3 replies
  • 888 views

I created a report that listed all the active projects a user is assigned to in Workfront. I want to filter out the projects where the users has completed their tasks. I only want to see the project a user is assigned to with incomplete tasks.

I'm attaching a screen capture of the report filters that I currently have. I can't figure out how to get task status as a filter.

Thank you for any help you can provide me!

John Weiss

Workfront Admininstrator

Follett Products, LLC

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    Best answer by imgrund

    Hi - I think I might have something to help you :)

    First, can you take out the Project Users ID filter you have there? Then go to Switch to Text mode and paste the below underneath the stuff that will appear in the text mode already (i.e. your project filters)

    EXISTS:1:$$OBJCODE=ASSGN

    EXISTS:1:assignedToID=$$USER.ID

    EXISTS:1:assignedToID_Mod=in

    EXISTS:1:projectID=FIELD:ID

    EXISTS:1:task:status=CPL

    EXISTS:1:task:status_Mod=notin

    That should do the trick for you :)

    NOTE: If you need it for a specific users, you will need to replace $$USER.ID with their Workfront ID number. Otherwise, it will show you the projects for whoever is looking at the report.

    3 replies

    E
    ElizabethBo1
    April 28, 2021

    I'm not sure if you can if it's a project report. But interested to see if there is a way.

    K
    Community Advisor
    KatherineLaCommunity Advisor
    Community Advisor
    April 28, 2021

    It can be done but only by using text-mode to assist.

    This will get you a general overview: https://one.workfront.com/s/document-item?bundleId=workfront-classic&topicId=Content%2FReports_and_Dashboards%2FReports%2FText_Mode%2Funderstand-common-uses-text-mode.html&_LANG=en

    The chart on this page I believe has a sample of something very close to what you're describing: https://one.workfront.com/s/document-item?bundleId=workfront-classic&topicId=Content%2FReports_and_Dashboards%2FReports%2FText_Mode%2Fedit-text-mode-in-filter.htm&_LANG=en

    imgrund
    Adobe Employee
    imgrundAdobe EmployeeAccepted solution
    Adobe Employee
    April 29, 2021

    Hi - I think I might have something to help you :)

    First, can you take out the Project Users ID filter you have there? Then go to Switch to Text mode and paste the below underneath the stuff that will appear in the text mode already (i.e. your project filters)

    EXISTS:1:$$OBJCODE=ASSGN

    EXISTS:1:assignedToID=$$USER.ID

    EXISTS:1:assignedToID_Mod=in

    EXISTS:1:projectID=FIELD:ID

    EXISTS:1:task:status=CPL

    EXISTS:1:task:status_Mod=notin

    That should do the trick for you :)

    NOTE: If you need it for a specific users, you will need to replace $$USER.ID with their Workfront ID number. Otherwise, it will show you the projects for whoever is looking at the report.

      J
      JohnWe16Author
      Level 2
      April 29, 2021

      Hi Anthony,

      That worked great. Thank you so much. Even though we've been using Workfront since the beginning of 2020, I struggle with creating reports. This community thread has been so helpful.

      Thanks again and have great day.

      John Weiss

      Workfront Admin

      Follett Products, LLC.

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