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KarenNe2
Level 2
April 4, 2024
Solved

Filter project report on task

  • April 4, 2024
  • 12 replies
  • 2149 views

I created a project report based on the project fields that I need.  However, I want to filter it by a certain task.  I created a custom column task name, but it brings up all tasks.  I want to filter on a specific task, though.  Here is what I have.

 

tasks:name="Add instructors"
tasks:name_Mod=cicontains

 

However, this isn't bringing anything up.  Am I missing more code?

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    Best answer by Richard_Le_

    Nope.  That didn't work either.  I'm trying another way to create what I am trying to do.  I created a task report this time and created some custom columns.  That seems to be working.  The only problem that I'm having is that I want to add a column to show the project owner.  This is what I've tried.  I'm sure that I have the coding wrong because it's not working.  Mind you this is a task report and I'm trying to get the project owner name.

     

    displayname= Project Owner
    linkedname=owner
    namekey=view.relatedcolumn
    namekeyargkey.0=owner
    namekeyargkey.1=name
    querysort=owner
    textmode=true
    valuefield=project:owner
    valueformat=customReferenceObjectAsString


    Hi Karen,

     

    To display the project owner name in a task report, the following text mode in a column would do it:

     

    displayname= Project Owner
    linkedname=project
    querysort=project:ownerID
    textmode=true
    valuefield=project:owner:name
    valueformat=HTML

     

    Regards,

    Rich 

    12 replies

    Richard_Le_
    Community Advisor
    Richard_Le_Community Advisor
    Community Advisor
    April 4, 2024

    Hi Karen,

     

    Are you wanting the report to only show projects that contain a task with that name? If yes, you will need to use an Exists filter and the following would do it:

     

    EXISTS:a:$$EXISTSMOD=EXISTS
    EXISTS:a:$$OBJCODE=TASK
    EXISTS:a:name=Add instructors
    EXISTS:a:name_Mod=cicontains
    EXISTS:a:projectID=FIELD:ID

     

    Best Regards,

    Rich.

     

    K
    KarenNe2Author
    Level 2
    April 4, 2024

    Thanks Rich.  Unfortunately, that didn't work.  I'm still getting all of the tasks assigned to the project.  Any other thoughts?

    Richard_Le_
    Community Advisor
    Richard_Le_Community Advisor
    Community Advisor
    April 4, 2024

    Can you clarify what it is you’re trying to achieve?

     

    Are you trying to display all projects that contain a task with the name “Add instructors”. The code I have supplied as a text mode filter (not in a column) will work. 

     

    Or are you trying to show this task name in a column within your report. In which case you will need different text mode to work in your report view (I.e. not a filter). Let me know if that’s what you need and I’ll give you some example code. 

    Best Regards,

    Rich. 

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