Filter project report on task

[KarenNe1]

I created a project report based on the project fields that I need.  However, I want to filter it by a certain task.  I created a custom column task name, but it brings up all tasks.  I want to filter on a specific task, though.  Here is what I have.

tasks:name="Add instructors"
tasks:name_Mod=cicontains

However, this isn't bringing anything up.  Am I missing more code?

[Richard_Le_]

Hi Karen,

Are you wanting the report to only show projects that contain a task with that name? If yes, you will need to use an Exists filter and the following would do it:

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=TASK
EXISTS:a:name=Add instructors
EXISTS:a:name_Mod=cicontains
EXISTS:a:projectID=FIELD:ID

Best Regards,

Rich.

[KarenNe1]

Thanks Rich.  Unfortunately, that didn't work.  I'm still getting all of the tasks assigned to the project.  Any other thoughts?

[Richard_Le_]

Can you clarify what it is you’re trying to achieve?

Are you trying to display all projects that contain a task with the name “Add instructors”. The code I have supplied as a text mode filter (not in a column) will work. 

Or are you trying to show this task name in a column within your report. In which case you will need different text mode to work in your report view (I.e. not a filter). Let me know if that’s what you need and I’ll give you some example code. 

Best Regards,

Rich. 

[KarenNe1]

Ah.  I see the problem.  I'm thinking of this the wrong way.  So, what I want is for the projects where the "Add instructors" task is less than 100% to get pulled.  Can that be done?

Let me know if I'm still not making sense.

[Richard_Le_]

Ahh, I've got you. You need an extra line of code in what I supplied to filter for tasks that are not yet complete then, this will do the trick:

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=TASK
EXISTS:a:actualCompletionDate_Mod=isnull
EXISTS:a:name=Add instructors
EXISTS:a:name_Mod=cicontains
EXISTS:a:projectID=FIELD:ID

Let me know if that works for you. 

[KarenNe1]

Nope.  That didn't work either.  I'm trying another way to create what I am trying to do.  I created a task report this time and created some custom columns.  That seems to be working.  The only problem that I'm having is that I want to add a column to show the project owner.  This is what I've tried.  I'm sure that I have the coding wrong because it's not working.  Mind you this is a task report and I'm trying to get the project owner name.

displayname= Project Owner
linkedname=owner
namekey=view.relatedcolumn
namekeyargkey.0=owner
namekeyargkey.1=name
querysort=owner
textmode=true
valuefield=project:owner
valueformat=customReferenceObjectAsString

[Richard_Le_ · Accepted solution]

Hi Karen,

To display the project owner name in a task report, the following text mode in a column would do it:

displayname= Project Owner
linkedname=project
querysort=project:ownerID
textmode=true
valuefield=project:owner:name
valueformat=HTML

Regards,

Rich 

[KarenNe1]

Thank you sooooo much!  That worked perfectly!

[KarenNe1]

Can I ask you another question.  I created a filter on this task report to pull all the projects that I own.  The filter is pulling some of the projects but not all.  This is what I have.

project:ownerID=650c57bb000954990d240fd9b15eb7e2
project:ownerID_Mod=in

Am I missing something?

[Richard_Le_]

That filter should work. Do you have other filter rules set up other than what you have pasted into your question?

[KarenNe1]

Ah!  Good point.  The other filters that I have were getting in the way.