Reporting on Parent task with a child task assigned to certain users | Community
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EricaLo
Level 3
February 4, 2020
Question

Reporting on Parent task with a child task assigned to certain users

  • February 4, 2020
  • 3 replies
  • 886 views
Hi all, I'm trying to create a report that displays a parent task and its due date if a graphic designer is assigned to a child task. For example, in a project, if there is a parent task (these are our deliverables, which are not assigned to anyone) named Postcard , and a graphic designer is assigned to any of the child tasks under Postcard, I want to be able to run a report that shows the deliverable name (Postcard), the due date for this postcard, and which graphic designer is assigned. Please note that I don't want each individual child task to display, only the Parent (deliverable) name, its due date, and the graphic designer assigned to a child task. Our graphic designers are often assigned to two or even three tasks within one Parent task deliverable, and the graphic design leader would like a condensed down report that only shows each designer's assigned deliverables. Hoping someone has a solution! Erica Lorenzo Writer-Editor BKD,LLP

3 replies

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BarryBu2
Level 8
February 17, 2020
Dear Erica, There's a couple of steps here. You can put a filter on your task report based on number of children (greater than 0 or not null) to only show parent tasks. You may be able to filter more (e.g. if you have 15 'setup' tasks, maybe task number >15 AND number of children >0, or maybe parent task name = 'Deliverables' AND number of children >0) So once that's worked out, (yippee) we've got the tasks we want information on working, just not the information. To see information about a 'child' of an object in Workfront, you use a collection report. A project has a collection of tasks, for example, Or a team has a collection of users in the team. The API Explorer tells us a task has a collection called 'children'. To do a collection report, you add a column and convert it to text mode. To list everyone assigned to a child task, we would use the following: valueformat=HTML textmode=true type=iterate listdelimiter= displayname=Assignees listmethod=nested( children ).lists valueexpression={ assignedTo}.{name} That would get everyone assigned to a child task. To further limit this to just graphic designers, we would modify the last line: displayname=Graphic Designer(s) listdelimiter= listmethod=nested(children).lists textmode=true type=iterate valueexpression=IF({role}.{name}='Graphic Designer', {assignedTo}.{name}) valueformat=HTML Note that the term Graphic Designer between the single quotes needs to be an exact match to the job role name (including use of capital letters). As it stands, it will add a blank line for each sub-task that doesn't have a graphic designer, and a name for each task that does. If you have a lot of sub-tasks that aren't graphic designers, you may prefer a slight variant: displayname=Graphic Designer(s) listdelimiter= listmethod=nested(children).lists textmode=true type=iterate valueexpression=IF({role}.{name}='Graphic Designer', CONCAT(' :',{assignedTo}.{name})) valueformat=HTML This will put all the entries on one line, and if there happens to be more than one graphic designer, separate them with a : and a space (many thanks to Doug Den Hoed for picking up that tip in one of his many, many valuable posts). Barry Buchanan - WMA Work Management Australia
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    EricaLoAuthor
    Level 3
    February 25, 2020
    Wow, thank you so much for this suggestion, I will definitely try this out! Erica Lorenzo Writer-Editor BKD,LLP
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    EricaLoAuthor
    Level 3
    February 26, 2020

    Hi Barry, I just tried out your solution and it's almost perfect! The only issue I have is that deliverables without a graphic designer assigned also display. Is there a way to hide or delete all deliverables that don't have a graphic designer assigned? I've uploaded a screenshot of my current report for your reference. Thanks again for your assistance!

    Erica Lorenzo Writer-Editor BKD,LLP

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    AChristo127
    January 10, 2025

    HI EricaLo,
    I feel like I am trying to achieve what you are describing to show a report which will show me just the parent tasks and not all the child tasks.  I was trying to follow BarryBu2's instructions but I'm not as familiar with what he described.  I was wondering if you had any other advice to achieve the parent tasks only showing up on the report?

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