Reporting text mode help - only showing projects that do not have a certain task | Community
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AGraz1
August 18, 2022
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Reporting text mode help - only showing projects that do not have a certain task

  • August 18, 2022
  • 3 replies
  • 1255 views

Hi All!  We have a Task custom field that is a checkbox indicator for Go Live Task.  (This indicator is checked in project tasks to indicate which is the Go Live one for tracking purposes.)  I'm ideally looking to have a report that only shows Projects that do not have any Tasks in it with the Go Live Indicator checked.

 

The purpose is for Project Managers to be able to catch if they've missed identifying this key data point in any of their projects.

 

Any ideas on how to achieve this?

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Best answer by skyehansen

If an exists filter is the answer, it will probably look something like this:

 

EXISTS:a:$$EXISTSMOD=NOTEXISTS

EXISTS:a:$$OBJCODE=TASK

EXISTS:a:projectID=FIELD:ID

EXISTS:a:DE:<what is your task custom field name?>=<what is the answer that populates when it is checked?>

 

The first three lines should be correct as-is -- you're looking for something that is task-related, and will not exist, in your project report. The fourth line is what you would need to fill out, with the name of your field and answer you're not looking for. (remember to preface that name with a "DE:")

3 replies

Jason_JB
Jason_JB
Level 5
August 18, 2022

I'm replying primarily because I have this need, too.  We use a custom field w/ a pick list of "special tasks", but same concept.

 

A couple notes from digging I've done:

S
Stacey_Robertson
Level 5
August 18, 2022

Could you create a project custom form field that either calculates from that task field or fusion could read the task and mark the field on the project custom form.  Then you could check projects for that field being empty?

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe ChampionAccepted solution
August 18, 2022

If an exists filter is the answer, it will probably look something like this:

 

EXISTS:a:$$EXISTSMOD=NOTEXISTS

EXISTS:a:$$OBJCODE=TASK

EXISTS:a:projectID=FIELD:ID

EXISTS:a:DE:<what is your task custom field name?>=<what is the answer that populates when it is checked?>

 

The first three lines should be correct as-is -- you're looking for something that is task-related, and will not exist, in your project report. The fourth line is what you would need to fill out, with the name of your field and answer you're not looking for. (remember to preface that name with a "DE:")

    A
    AGraz1Author
    August 19, 2022

    Thanks, Skye!  I have tried the following and it is still pulling in some projects that have tasks with the Go Live indicator checked as Yes.  Did I make a mistake in what you were advising?

     

    Full text for filters:

     

    DE:project:Project Setup Workflow=WF Workflow January 2022
    DE:project:Project Setup Workflow_Mod=in
    EXISTS:a:$$EXISTSMOD=NOTEXISTS
    EXISTS:a:$$OBJCODE=TASK
    EXISTS:a:DE:Go Live Indicator=DE:Yes
    EXISTS:a:projectID=FIELD:ID
    owner:managerID=$$USER.ID
    owner:managerID_Mod=in
    status=AIY CUR YTE RPL
    status_Mod=in

    skyehansen
    Community Advisor and Adobe Champion
    skyehansenCommunity Advisor and Adobe Champion
    August 19, 2022

    Yes. (Sorry, was that too blunt? 😂 But yes all the same)

     

    "DE:" is Workfront syntax for "this is a custom field". It's only needed when you are calling out the field's name, not the field's answer. You would have just had Yes on the other side of the equals sign, not DE:Yes.

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