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MATTHEW450
MATTHEW450
Level 2
August 21, 2023
Solved

A report on dual assigned tasks/requests

  • August 21, 2023
  • 4 replies
  • 1570 views

I'm working on a report that is meant to isolate tasks for a user that they have not reported hours when they are not the primary assignee. My logic goes; If the task is assigned to $$USER.ID, and there are reported hours on the task, and the hours are not owned by $$USER.ID

The issue I am running into is that this only works as a task/request report, not an hours report. I need to use an EXISTS filter to isolate the hour owner, but I'm still struggling to comprehend how to use it

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Best answer by Doug_Den_Hoed__AtAppStore

 

Hi @matthew450,

 

I just created a report called "My Outstanding Tasks To Which I Have Not Yet Booked Time" that uses the filter below, which -- noting that I as I add time to any Task listed, it then drops off the report -- I invite you to try out to see if it meets your needs.

 

Kinda reminds me of the bumper sticker "Jesus is Coming. Look Busy."

 

Regards,

Doug

 

EXISTS:a:$$EXISTSMOD=NOTEXISTS EXISTS:a:$$OBJCODE=HOUR EXISTS:a:ownerID=$$USER.ID EXISTS:a:ownerID_Mod=eq EXISTS:a:taskID=FIELD:ID actualCompletionDate_Mod=isnull assignedToID=$$USER.ID assignedToID_Mod=in work=0H work_Mod=gt

 

4 replies

RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
August 21, 2023

assignedTo is for the primary assignee only. if you want secondary and tertiary assignees, you can use assignments.

MATTHEW450
MATTHEW450Author
Level 2
August 21, 2023

Yes, I was just outlining my logical process. That is not the issue, the issue is using an EXISTS filter to isolate whether I the user have reported hours on a task/request

KellieGardner
Community Advisor
KellieGardnerCommunity Advisor
Community Advisor
August 21, 2023

I'm thinking an assignment report might work better for this? You can use the filters mentioned above and a text mode filter for actual work completed.

 

actualWorkCompleted=0
actualWorkCompleted_Mod=eq
assignedToID=$$USER.ID
assignedToID_Mod=in
isPrimary=false
isPrimary_Mod=eq

 

 

you can add a column to an assignment report to see actual hours on assignments with this text mode:

 

displayname=Actual Hours
linkedname=direct
namekey=actualWorkCompleted
querysort=actualWorkCompleted
task=actualWork_Mod=gt
textmode=true
valuefield=actualWorkCompleted
valueformat=compound
viewalias=actualWorkCompleted

skyehansen
Community Advisor
skyehansenCommunity Advisor
August 23, 2023

I'm not clear on what you're asking. Do I read the question correctly that you would like an hours report showing tasks where the user was a tertiary user and did not report hours? And that you got it working in a task report, but for some reason a task report isn't appropriate for what you need? (why not?)

MATTHEW450
MATTHEW450Author
Level 2
August 25, 2023

The task report is what I'm looking for, but I need to use an EXISTS filter to filter in tasks where there are no hours owned by the user, but I do not know how to get that EXISTS filter to work

skyehansen
Community Advisor
skyehansenCommunity Advisor
August 25, 2023

A subset of the exists sample that Doug posted above might work. You obviously want to go with assignedToID_Mod=notin (the user is not the primary) and then I don't know what you want to do with the actualCompletionDate and work lines... maybe leave them out completely since they weren't a part of your original ask?

Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity AdvisorAccepted solution
Community Advisor
August 25, 2023

 

Hi @matthew450,

 

I just created a report called "My Outstanding Tasks To Which I Have Not Yet Booked Time" that uses the filter below, which -- noting that I as I add time to any Task listed, it then drops off the report -- I invite you to try out to see if it meets your needs.

 

Kinda reminds me of the bumper sticker "Jesus is Coming. Look Busy."

 

Regards,

Doug

 

EXISTS:a:$$EXISTSMOD=NOTEXISTS EXISTS:a:$$OBJCODE=HOUR EXISTS:a:ownerID=$$USER.ID EXISTS:a:ownerID_Mod=eq EXISTS:a:taskID=FIELD:ID actualCompletionDate_Mod=isnull assignedToID=$$USER.ID assignedToID_Mod=in work=0H work_Mod=gt

 

    MATTHEW450
    MATTHEW450Author
    Level 2
    August 25, 2023

    This is what I'm looking for! I see it filtering in stuff the user has not reported hours on, which is great! And I spot checked to see those with hours were not owned by the user. Thank you so much, my manager has been wanting a report to do this for months. I knew what to do, just not how to do it

      Doug_Den_Hoed__AtAppStore
      Community Advisor
      Doug_Den_Hoed__AtAppStoreCommunity Advisor
      Community Advisor
      August 25, 2023

       

      My pleasure @matthew450,

       

      Out of curiosity, I'm interested in the motivation(s) for wanting to view such tasks, which I'm guessing might include:

       

      1. increasing task visibility so users are aware of (and act upon) tasks where they are EXPECTED to book some time
      2. encouraging time entry where users are ALLOWED to book some time (e.g. so you can then recoup those hours)
      3. establishing (by the proxy) that Those Who Should Participate then DID participate (i.e. by Entering Their time)
      4. all of the above
      5. something else

       

      Regards,

      Doug

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