Reporting Question - Tasks Assigned to Me when Im not primary assignee - Text Mode | Community
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Alexa_M_PSU
Level 2
January 6, 2023
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Reporting Question - Tasks Assigned to Me when Im not primary assignee - Text Mode

  • January 6, 2023
  • 1 reply
  • 683 views

Hi All! Does anyone know of a way to utilize text mode to build a task report that includes a wildcard filter for tasks that are "assigned to" $$USER.... even the user is not the primary assignee?

Currently I am only seeing a way to use the wild card with the Assigned To field in a Task or Issue report: this field displays the Owner of the task or the issue, or the Primary Assignee.

The individual wants to be able to see all of the tasks they are assigned to by status (not just the tasks they are the primary assignee) with more detail than what they can get from their Work List. I would prefer not to build user specific reports in our instance so that we can re-use reports for other staff as well if the need arises. 

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Best answer by Madalyn_Destafney

Hi there, I don't think you need text mode for this. If you use the 'assignment users' name task report filter, instead of 'assigned to,' that pulls in all those assigned to a task, regardless if they are the primary assignee or not. Then you'd use $$USER.ID.

So assignment users > name = $$USER.ID as part of your filters should give you what you need : )

Then in your report groupings, you'd group by status.

1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
January 6, 2023

Hi there, I don't think you need text mode for this. If you use the 'assignment users' name task report filter, instead of 'assigned to,' that pulls in all those assigned to a task, regardless if they are the primary assignee or not. Then you'd use $$USER.ID.

So assignment users > name = $$USER.ID as part of your filters should give you what you need : )

Then in your report groupings, you'd group by status.

If this helped you, please mark correct to help others : )