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CoreyBeavers
November 10, 2020
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Can I filter a task report using a program custom field value?

  • November 10, 2020
  • 2 replies
  • 558 views

Hello,

We have a custom field at the program level called "Product Category". I have a task report that I'd like to apply a filter to, so that the only tasks that are displayed in this report are those within projects within programs where program.Product Category = [somevalue]. Since I cannot access program level fields from a task report in the field picker, is there a way to utilize this field as a filter somehow in text mode?

Thank you!

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    Best answer by NicholeVargas

    @Corey Beavers‚ This can be done, however, you must use EXISTS in text mode. So, if you were to create a task report, select the Filters tab and then switch to text mode and paste the following:

    EXISTS:1:$$OBJCODE=PROJ

    EXISTS:1:DE:program:Product Category="Some Value"

    EXISTS:1:ID=FIELD:projectID

    If you have any questions, let me know!

    2 replies

    NicholeVargas
    Adobe Employee
    NicholeVargasAdobe EmployeeAccepted solution
    Adobe Employee
    November 18, 2020

    @Corey Beavers‚ This can be done, however, you must use EXISTS in text mode. So, if you were to create a task report, select the Filters tab and then switch to text mode and paste the following:

    EXISTS:1:$$OBJCODE=PROJ

    EXISTS:1:DE:program:Product Category="Some Value"

    EXISTS:1:ID=FIELD:projectID

    If you have any questions, let me know!

      C
      CoreyBeaversAuthor
      November 18, 2020

      Thank you, Nichole. That did the trick!

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