I am working on a filter for a report that links the Project with the Request (Issue). I want to be able to see on a Projects report the Primary Contact from the resolved Request. I have looked at the help articles and think I can link the 2 objects with either an Exists Statement or a Collections text mode, but I am running into blocks with both types of text mode.
For the Exists Statement I can't figure out what my "Linking Object" is. I know my "Original Object" is Project and my "Target Object" is Request (Issue) but I can't figure out what is the "Linking Object". I just want to be able to filter and have the Primary Contact from the request see the converted project. Below is my attempt at the text mode:
EXISTS:A:$$OBJCODE=PROJ
EXISTS:A:ID=FIELD:projectID
EXISTS:A:OPTASK:enteredByID=5dd43aa800d6a09a4223c41a60509147
For the Collections, I can't figure out the fields that I need to see the Primary Contact. I have looked at the API Explorer and can't seem to find a field in the collections tab that deals with the Request (Issues) Primary Contact. Here is my attempt at the text mode for the collections:
OPTASK:enteredByID=5dd43aa800d6a09a4223c41a60509147
OPTASK:ID_Mod=cicontains
Any help or insight would be greatly appreciated.
Thanks!
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If you were to create a new column and paste in the following text mode (collection), that should pull in the name of the primary contact on the resolving issue. Feel free to edit the displayname= line to rename your column
displayname=Column Name Here
listdelimiter=<p>
listmethod=nested(resolvables).lists
textmode=true
type=iterate
valuefield=owner:name
valueformat=HTML
If you have any questions, let me know!
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Thanks! This is really helpful!
Is there any way to turn this into a filter? We use Dashboards to help manage work and I was wanting a wildcard for the logged in user who submitted the request to only see projects that resulted from their submitted requests.
Thanks again!
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Thats great Nichole, but if we see the same scenario in other way. For example we have list submitted request, and which of the request converted to project and the owner name. Then what will be the text code...
Regards
Kundan
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Thats great Nichole, but if we see the same scenario in other way. For example we have list submitted request, and which of the request converted to project and the owner name. Then what will be the text code.
At the moment I created a Issue report to pull all requests and to see which of the request is converted to a project. Please help in this regard.
Regards
Kundan
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Yes, absolutely. If you were to take the text mode column I had provided and turn that into a filter with a wildcard, it would look like the following. You will not be able to select this from the UI so you will need to switch into text mode.
resolvables:ownerID=$$USERID
resolvables:ownerID_Mod=eq
If you have any questions, let me know!
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If you are running an issue/request report and would like to see which objects have a resolving project, you can either add the filter for Resolve Project ID > Is Not Blank, or add the column for Resolve Project: Name. Both of these are built into the standard UI.
To see the resolving project owner name, you will need to create that column in text mode:
displayname=Resolving Project Owner Name
textmode=true
valuefield=resolveProject:owner:name
valueformat=HTML
Again, feel free to rename the line displayname= to change the name of your column.
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