How to filter a project report based on task status where a task level custom attribute is of a certain value? | Community
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YinMe
Level 2
August 1, 2023
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How to filter a project report based on task status where a task level custom attribute is of a certain value?

  • August 1, 2023
  • 1 reply
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We have a task level custom field named "Sub Milestone" (internal reference is DE:tasks:Sub Milestone). We would like to create a project report to find any projects where DE:tasks:Sub Milestone=MARKETING APPROVED and that task's status is completed (CPL). I'd really appreciate any suggestions on how to accomplish that.

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Best answer by skyehansen

can I interest you in this link?

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

 

you're already 25% of the way there with your first line. You just needed the "DE:tasks:Sub Milestone_Mod=in" line, and then 2 more lines for the status, "tasks:status=CPL" and "tasks:status_Mod=in"

 

Reporting on collections is super easy because for the most part you can steal all of your text mode from a task report and just put it into a project report and append "tasks:" to the front of every system line, or after the "DE:" for every custom field line. Then for the most part, your task report turns into the validation report for your project report (group by project ID, and run a quick count between the two reports)

1 reply

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe ChampionAccepted solution
August 2, 2023

can I interest you in this link?

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

 

you're already 25% of the way there with your first line. You just needed the "DE:tasks:Sub Milestone_Mod=in" line, and then 2 more lines for the status, "tasks:status=CPL" and "tasks:status_Mod=in"

 

Reporting on collections is super easy because for the most part you can steal all of your text mode from a task report and just put it into a project report and append "tasks:" to the front of every system line, or after the "DE:" for every custom field line. Then for the most part, your task report turns into the validation report for your project report (group by project ID, and run a quick count between the two reports)

    Y
    YinMeAuthor
    Level 2
    August 2, 2023

    Thank you for the answer! This resolves it!

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