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MoniqueEvans
Community Advisor
MoniqueEvansCommunity Advisor
Community Advisor
July 9, 2019
Question

Project Report with In Progress Task Collection

  • July 9, 2019
  • 3 replies
  • 1416 views

I want to update my project status reports to include the task name and all assignees (not just primary) for all the tasks that are currently in progress.

I found the text mode for the task collection but I'm having trouble modifying the expression to an "IF statement" so that it only shows if the status is In Progress instead of every project task. Also having trouble getting the assignment list to show instead of the primary assigned to.

Any geniuses out there that can help me out?

Also, does anyone else have any similar reports that show other helpful information?

valueformat=HTML

textmode=true

type=iterate

listdelimiter=<p>

displayname=Tasks Names - Primary Assignee

listmethod=nested(tasks).lists

valueexpression=CONCAT({name},' - ',{assignedTo}.{name}," - ",{status})

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    3 replies

    imgrund
    Adobe Employee
    imgrundAdobe Employee
    Adobe Employee
    July 10, 2019

    Hi Monique -

    I'm not sure about the showing all assignees part. I've never done a collection inside a collection so not sure how you'd do that.

    For the second question, if you just want In Progress, you can do valueexpression=IF({status}="INP",CONCAT({name},' - ',{assignedTo}.{name}," - ",{status}),"")

    Now, if you want tasks are just not done (so includes New, In Progress, and other custom statuses you might have), we use a filter for actual completion date. valueexpression=IF(ISBLANK{actualCompletionDate},CONCAT({name},' - ',{assignedTo}.{name}," - ",{status}),"")

      A
      Anonymous
      July 10, 2019

      Here's some code for the current task. Unfortunately assignments are a collection on tasks, and we haven't figured out how to double loop. AssignedTo is just the accountable individual on the task. There is an assignmentListString that you can see if you switch a task report assignments column to text mode, but so far I've only gotten it to work as part of a valuefield and not a valueexpression in a project collection. Maybe one of y'all can play with that and get it working.

      Current Task - Show which task is currently being worked in the project

      displayname=Current Task

      listdelimiter=< div >

      listmethod=nested(tasks).lists

      textmode=true

      type=iterate

      valueexpression=IF({numberOfChildren}=0,IF({canStart},IF(CONTAINS("CPL",{status}),"",CONCAT({name}," "))))

      valueformat=HTML

      Current Task - With Planned Completion Date

      valueexpression=IF({numberOfChildren}=0,IF({canStart},IF(CONTAINS("CPL",{status}),"",CONCAT({name}," - ",{plannedCompletionDate}))))

      listdelimiter=< div >

      listmethod=nested(tasks).lists

      valueformat=HTML

      displayname=Current Task

      textmode=true

      type=iterate

      A
      AlexandraHu
      Level 2
      April 2, 2020

      Hi Melinda,

      Thanks for sharing this code. Does the code for the current task only work in a project report or would this also work in a task report? I am having trouble getting it to work in a task report I am running.

      Thank you!

      Alex Huie

      A
      AdamMi
      Level 3
      April 2, 2020

      Hey Alex,

      The text mode that Melinda has above is for a Project report. It does not make much sense in a task report as each result on the report will be an individual task. In my mind it would make more sense to filter the results of the report to only return the results that meet your criteria and then add the 'Name' and 'Planned Completion Date' columns to the report. You can use the below Filter textmode to do this:

      numberOfChildren=0 numberOfChildren_Mod=eq canStart=true canStart_Mod=eq status=CPL status_Mod=in

      MoniqueEvans
      Community Advisor
      MoniqueEvansCommunity AdvisorAuthor
      Community Advisor
      July 10, 2019
      This is awesome Melinda, "can start" never even crossed my mind as another condition in the statement! I started with the assignmentListString but it always turned out blank so either it doesn't work or I did something screwy. Thanks for chiming in, between you and Anthony there is going to be 400 people very happy with me! Monique Evans Stanley Black & Decker, Inc.
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