What filter should you use to include Delegated Tasks in a task report? | Community
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MattMc2
Level 5
June 7, 2023
Solved

What filter should you use to include Delegated Tasks in a task report?

  • June 7, 2023
  • 3 replies
  • 1333 views

Hi community, I have a task dashboards for our users that filters for tasks assigned to them using a wildcard filter ($$USER.ID). Unfortunately, delegated tasks are not appearing. What filter do I need to include tasks that have been delegated to the user?

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Best answer by KellieGardner

Unless someone has figured this out and I haven't seen it, it's not possible to report on delegated tasks and it's not something I've found in the API explorer.

 

There has been an idea for this for a while. 

 

https://experienceleaguecommunities.adobe.com/t5/workfront-ideas/allow-delegated-tasks-to-pull-into-lists-reports/idi-p/540693

3 replies

KellieGardner
Community Advisor and Adobe Champion
KellieGardnerCommunity Advisor and Adobe ChampionAccepted solution
Community Advisor and Adobe Champion
June 8, 2023

Unless someone has figured this out and I haven't seen it, it's not possible to report on delegated tasks and it's not something I've found in the API explorer.

 

There has been an idea for this for a while. 

 

https://experienceleaguecommunities.adobe.com/t5/workfront-ideas/allow-delegated-tasks-to-pull-into-lists-reports/idi-p/540693

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    MattMc2Author
    Level 5
    June 8, 2023

    Darn, thanks Kellie!

    skyehansen
    Community Advisor and Adobe Champion
    skyehansenCommunity Advisor and Adobe Champion
    June 8, 2023

    I saw a "delegationToID" field in the user object on the API explorer... have you experimented with this at all, to see what it does? 

    KellieGardner
    Community Advisor and Adobe Champion
    KellieGardnerCommunity Advisor and Adobe Champion
    Community Advisor and Adobe Champion
    June 8, 2023

    I have and it doesn't seem possible to use it to get task data. 

    M
    MattMc2Author
    Level 5
    June 8, 2023

    I did not have any luck with it either.

    skyehansen
    Community Advisor and Adobe Champion
    skyehansenCommunity Advisor and Adobe Champion
    June 12, 2023

    I went ahead and submitted an idea for you to upvote if you like:

    https://experienceleaguecommunities.adobe.com/t5/workfront-ideas/allow-effective-reporting-on-delegated-assignments-and-approvals/idi-p/598645

     

    I did ask Support if there was a way to report, but it feels like there really isn't. For your filter above, the exists statement I have below could work with some tweaking, but it would fail if anyone ever cancelled a delegation.

     

    The workaround is likely to either delegate it to a made up user or for a made up time, but these are both "missing stair" workarounds -- they only work if your user knows to do this. 

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      MattMc2Author
      Level 5
      June 12, 2023

      Thanks, Skye! Upvoted!

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