Report that pulls tasks on projects converted from issues by user | Community
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trafficpella
New Member
July 26, 2024
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Report that pulls tasks on projects converted from issues by user

  • July 26, 2024
  • 3 replies
  • 743 views

We accept work through Issues submitted by users who only use Workfront to submit work, communicate about their work and review proofs. I would like to build a report that shows the planned dates for reviews of projects they submitted only. Keep in mind that these users are not assigned tasks in Workfront. I tried using a task report, but I am unable to filter by the user who submitted the converted issue, so the report shows every project that the user has access to, which is not useful. If I use a Project report, I am unable to filter by task name.

 

I need a solution that makes it easy for our Stakeholders to see a quick glance at the days they need to be prepared to review new materials without needing to review our entire task list. Has anyone discovered a solution that could solve this?

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Best answer by KellieGardner

Assuming I'm understanding the question... You want a report that will show review tasks of projects that resolve an issue submitted by a specific user? 

 

You should be able to run a task report and filter it by Project Issue Originator with this text mode

 

project:convertedOpTaskOriginatorID=*input user id*
project:convertedOpTaskOriginatorID_Mod=in

 

you can use a wildcard as well so it will pull in details based on the user viewing the report $$USER.ID

 

 

 

3 replies

GrahamJarrett
GrahamJarrett
Level 4
July 26, 2024

I think you need to provide a bit more context as to where these reviews are stored or identified. If they are on tasks then you may wish to consider having a field on the project that is updated via Fusion

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe Champion
July 26, 2024

I recommend you book time with a remote consultant.

 

There's are a number of fields on the project that all start with "converted" that would be helpful as one line of inquiry. For example -- convertedOpTaskOriginatorID (this would be the person that submitted the request) -- you could look into using this somehow in either a project or a task report.

 

I assume you're talking about task reports because there's a review task on the project, so a project report looking for projects with incomplete review tasks that are converted from issues submitted by a specific user, is not entirely out of the question.

KellieGardner
Community Advisor and Adobe Champion
KellieGardnerCommunity Advisor and Adobe ChampionAccepted solution
Community Advisor and Adobe Champion
July 26, 2024

Assuming I'm understanding the question... You want a report that will show review tasks of projects that resolve an issue submitted by a specific user? 

 

You should be able to run a task report and filter it by Project Issue Originator with this text mode

 

project:convertedOpTaskOriginatorID=*input user id*
project:convertedOpTaskOriginatorID_Mod=in

 

you can use a wildcard as well so it will pull in details based on the user viewing the report $$USER.ID

 

 

 

T
trafficpellaAuthor
New Member
July 31, 2024

This solution seems to be on the right track - thank you! However, I can only get it to work when putting in a specific user ID. If I replace the user ID with $$USER.ID, the report displays no results. Do you have any ideas??

 

I'm using a task report, and this is the current code I have:

name=Stakeholder
name_Mod=cicontains
project:convertedOpTaskOriginatorID=$$USER.ID
project:convertedOpTaskOriginatorID_Mod=in
project:status=CUR
project:status_Mod=in
status=CPL
status_Mod=notin

 

The intention is to show a list of Stakeholder Review Tasks that do not have a complete status (i.e are either in progress or upcoming/New) for requests (converted to projects) originally entered by the logged-in user.

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