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SOLVED

Column Rule That Looks at More Than Just the Task Primary Assignee

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Level 9

Hi WF Community,

We're trying to create a custom view at the project level, while on a project, that highlights any tasks where the Assignments include the Client role.

Creating a column rule for this isn't hard; however, when doing so, it only highlights tasks where the Client role is the primary assignee, even though it's looking at the Assignment Users field.

Attached is a screen shot of our column rule on the task Assignments field.

Does anyone know if there is a way for us to apply this column rule so it looks at all assignment users, regardless of whether they are the primary assignee or not?

Thanks.

Nick

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1 Accepted Solution

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Correct answer by
Level 10

Hi - if you are only looking at a role, I think you should use Assignment Roles >> ID. Assignment Users looks at actual people. So unless you have users with the role "Client" then the condition won't work.

Like for us, we just have a role called Client. There aren't any users tied to it. So I have to use Assignment Roles >> ID for my formatting and filtering.

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2 Replies

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Correct answer by
Level 10

Hi - if you are only looking at a role, I think you should use Assignment Roles >> ID. Assignment Users looks at actual people. So unless you have users with the role "Client" then the condition won't work.

Like for us, we just have a role called Client. There aren't any users tied to it. So I have to use Assignment Roles >> ID for my formatting and filtering.