Filter report based on marking my part done on a task | Community
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NickVa7
Level 9
August 19, 2020
Solved

Filter report based on marking my part done on a task

  • August 19, 2020
  • 7 replies
  • 1967 views

Hi WF Community,

Is it possible for a user to filter a task report to omit tasks where they marked their part as Done on the task? This is different than changing the Status field to complete. There's a Done button on tasks, and when multiple assignees belong to a task, each of them can use the Done button to mark their part done. This doesn't change the Status field value.

Thanks.

Nick

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    Best answer by Doug_Den_Hoed__AtAppStore

    Hi Nick,

    This sounds like it might be a good fit for an Assignment report. @Anthony Imgrund‚ is the King of That Hill, and has shared many examples you could search; (or might even offer direct suggestion).

    Regards,

    Doug

    7 replies

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity AdvisorAccepted solution
    Community Advisor
    August 19, 2020

    Hi Nick,

    This sounds like it might be a good fit for an Assignment report. @Anthony Imgrund‚ is the King of That Hill, and has shared many examples you could search; (or might even offer direct suggestion).

    Regards,

    Doug

    N
    NickVa7Author
    Level 9
    August 19, 2020

    Thanks, Doug. You pointed me in the right direction - Assignment report. I can accomplish what I need there. I was hoping that the user could create a custom view/filter on an existing task report, via a collection, but the isDone field on Assignments isn't available in collections. Oh well.

    Cheers.

    Nick

    imgrund
    Adobe Employee
    imgrundAdobe Employee
    Adobe Employee
    August 19, 2020

    Hi - if you want to do a collection column on a task report (i.e. Assignees Still Working), you can. You just use the status filter in Assignment object type. You don't want it to equal to Done.

    Note: The name does stay if you close the task for them. The agency that uses the view doesn't mind as it let's them know someone else closed it, but if that is an issue for you, you might want to add an IF statement about task status not equaling Complete

    displayname=Assignees Still Working

    listdelimiter=<br>

    listmethod=nested(assignments).lists

    textmode=true

    type=iterate

    valueexpression=IF({status}="DN","",{assignedTo}.{name})

    valueformat=HTML

      Doug_Den_Hoed__AtAppStore
      Community Advisor
      Doug_Den_Hoed__AtAppStoreCommunity Advisor
      Community Advisor
      August 19, 2020

      Superb, Anthony: thanks! That one's going in the vault!

      Regards,

      Doug

      N
      NickVa7Author
      Level 9
      September 2, 2020

      Thanks again, Anthony. I tried that out and it worked.

      However, I'm wondering if I can create a filter on that task report that omits tasks if the logged in user viewing the report (Assignment Users ID = $$USER.id) has marked it as Done? This would declutter the report for folks who don't need to see tasks they marked as Done, but that other assignees are still working on.

      imgrund
      Adobe Employee
      imgrundAdobe Employee
      Adobe Employee
      September 2, 2020

      When using an assignment report, you get an assignment status field and you can say when status is not equal to Done. However, I'm not sure you can do that on a task report.

      What you want is to filter off an item in a collection of items and I'm sure how or if you can do that.

      N
      NickVa7Author
      Level 9
      September 2, 2020

      Thanks for your contribution, Anthony.

      C
      ChloeRo
      Level 4
      November 29, 2021

      Hi all!

      I came across this post last week because I was looking for the same solution that Nick was. I think I just figured out how to use a task report but filter out anything that the specific user had already marked as "Done with My Part". I took my existing task report filters, then added a chunk of EXISTS code. Here's what I came up with:

      --------------

      EXISTS:a:$$EXISTSMOD=EXISTS

      EXISTS:a:$$OBJCODE=ASSGN

      EXISTS:a:assignedToID=$$USER.ID

      EXISTS:a:assignedToID_Mod=in

      EXISTS:a:status=AA AD

      EXISTS:a:status_Mod=in

      EXISTS:a:taskID=FIELD:ID

      --------------

      I'd highly recommend you test it in your own environment to validate that the filter works the way you want it to, but it seems to be working for us. Hopefully it'll help some future reporter down the road who is trying to accomplish the same thing.

      I tried to recreate the task report as an assignment report, but ultimately didn't want to do that because the assignment report didn't allow for inline editing whereas the task report did.

      (As a reminder, you will likely need to delete the space between the statuses "AA" and "AD" in the code and replace it with a tab once you copy and paste the code into the filter.)

        H
        HannahMa1
        Level 2
        February 3, 2023

        This is fantastic, Chloe! Thank you.

         

        Tested this and confirmed it works. For faster validation, I added this code into my View for a column showing "Assignees Still Working":

        displayname=Assignees Still Working
        listdelimiter=<br>
        listmethod=nested(assignments).lists
        textmode=true
        type=iterate
        valueexpression=IF({status}="DN","",{assignedTo}.{name})
        valueformat=HTML

         

        The code to filter out assignments where the user has marked "Done w/ my part" on an issue report is the exact same as Chloe's example, but with "opTaskID" replacing "TaskID".

         

        EXISTS:a:$$EXISTSMOD=EXISTS
        EXISTS:a:$$OBJCODE=ASSGN
        EXISTS:a:assignedToID=$$USER.ID
        EXISTS:a:assignedToID_Mod=in
        EXISTS:a:opTaskID=FIELD:ID
        EXISTS:a:status=AA AD
        EXISTS:a:status_Mod=in

          N
          NickVa7Author
          Level 9
          November 29, 2021

          Thanks for this, Chloe. It's been a while since I've had to visit this item, but when I find a cycle I'm going to circle back and see if I'm still looking for a solution.

          Madalyn_Destafney
          Community Advisor
          Madalyn_DestafneyCommunity Advisor
          Community Advisor
          May 2, 2023

          Hi there! Looks like you got some help with this, you're not the first person to post about this. There was no Idea to be able to do this more easily, so I've created one here to please upvote! https://experienceleaguecommunities.adobe.com/t5/workfront-ideas/filter-out-completed-done-with-my-part-tasks-in-task-report/idi-p/590722#M22051

          If this helped you, please mark correct to help others : )
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