Expand my Community achievements bar.

SOLVED

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

Avatar

Level 10

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

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

1 Accepted Solution

Avatar

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.

View solution in original post

2 Replies

Avatar

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.

Avatar

Level 10

Anthony for the win. Thanks, fella!