Level 10

Question

report on tagged updates?

Forum|Forum|7 years ago
June 14, 2018
15 replies
2646 views

I don't think there's any way to flag an update other than by responding to it with something that you can search on, like hashtags. "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=2209ee74-8c6f-456f-92e7-a9b45f5175b5&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bm2209ee74-8c6f-456f-92e7-a9b45f5175b5" https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=2209ee74-8c6f-456f-92e7-a9b45f5175b5&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bm2209ee74-8c6f-456f-92e7-a9b45f5175b5 People periodically ask about stuff like this and my pushback is that updates aren't really where you leave directions about the task: those need to go back into either the task description or custom form field. I'm not sure if that's an option since I don't know your users and setup, but that's the ideal solution since any time some question comes up regarding the outcome of a task, I wouldn't want someone going through their updates looking for the historical record of how something came to be that way. If there's critical data, can the person creating the update, or the assigned user, use a task custom form field to update the new direction? Our project owners have a sort of journal entry field where they can date and describe direction changes for future reference, for example. -skye

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N

NRYNR

Level 10

Hi Skye, With the release in July, you'll be able to filter on collections. https://support.workfront.com/hc/en-us/articles/115000586214-Referencing-Collections-in-a-Report Until then, I don't see how you'd be able to do this. --Narayan

A

anna_kh

Hi Skye, Here's the text code you should use in a note type report to get the names of the tagged users:

displayname=Note Tag Name listdelimiter= listmethod=nested(tags).lists textmode=true type=iterate valuefield=user:name valueformat=HTML

Anna Khachatryan Workfront Customer Support

A

anna_kh

And for filter, here you go:

tags:userID=5763e84100118a65465e7681d2d7ffc9 tags:userID_Mod=in

Make sure to replace the ID with the relevant user you want to isolate the tagged comments by. Hope this helps Anna Khachatryan Workfront

S

SkyeHaAuthor

Level 10

@Anna Khachatryan you're amazing. Thank you so much for the fast response. The report works. :) -skye

A

anna_kh

Cool, I'm happy this helped ;) Anna Khachatryan Workfront

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melindal3825541

Level 5

I recently had a user want to go one step further and see the notes in the thread in which a user is tagged. So I'm tagged in Note 2, so I want to see that thread of 8 notes. Notes tagged to the current user and the other notes in the thread

EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=NTAG EXISTS:a:note:threadID=FIELD:threadID EXISTS:a:userID=$$USER.ID

This would be used on a Notes report. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource - 2018 Workfront Services Partner of the Year Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your work so you can run your business -

S

SkyeHaAuthor

Level 10

thanks @Melinda Layten , this is great! I ended up grouping it by thread ID to keep the conversations together but then I get this report with a bunch of thread IDs (random character strings). It's definitely workable, but is there a more elegant way of grouping that I missed? -skye

M

melindal3825541

Level 5

I used this:

group.0.descriptionkey=source group.0.namekey=source group.0.valuefield=sourceName group.0.valueformat=HTML textmode=true

That groups it by the object the thread is on. If you have several threads together on the same object they would be mixed together. You may be able to do a valueexpression with sourceName and like the last character or two of the thread ID if you have a lot of multithreading?? You'll also want to make sure the report is in ascending order by date to display the threads correctly. -- Melinda Layten, Senior Consultant Work Management Improvement Enterprise Integration CapabilitySource - 2018 Workfront Services Implementation Partner of the Year Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com - we simplify your work so you can run your business -

Christina_Jarosz

Level 9

This is a great thread! I have a user that's having trouble following what to do when there's multiple items due on a task. She is looking for an option to 'flag' an update - similar to how you would add a 'flag' in Outlook to follow-up. I can't seem to figure out a way to add that type of field (or custom field) based on something the user can inline edit. If it's by project, it will flag all the updates. It can't be by task - you can't inline edit. Has anyone ever come up with something like this? Christina Jarosz | Ascensus, LLC | Marketing & Communications

skyehansen

I don't think there's any way to flag an update other than by responding to it with something that you can search on, like hashtags. "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=2209ee74-8c6f-456f-92e7-a9b45f5175b5&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bm2209ee74-8c6f-456f-92e7-a9b45f5175b5" https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=2209ee74-8c6f-456f-92e7-a9b45f5175b5&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bm2209ee74-8c6f-456f-92e7-a9b45f5175b5 People periodically ask about stuff like this and my pushback is that updates aren't really where you leave directions about the task: those need to go back into either the task description or custom form field. I'm not sure if that's an option since I don't know your users and setup, but that's the ideal solution since any time some question comes up regarding the outcome of a task, I wouldn't want someone going through their updates looking for the historical record of how something came to be that way. If there's critical data, can the person creating the update, or the assigned user, use a task custom form field to update the new direction? Our project owners have a sort of journal entry field where they can date and describe direction changes for future reference, for example. -skye

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