If every task has a custom form, the easiest way forward would be to create a "recursive" calculated field called Parent Billing Milestone. Here's the pseudo-code: If this task has the Billing Milestone field as Yes, Then Yes Else If the Parent has the Parent Billing Milestone as Yes Then Yes Else No It may take a few recalcs if you have deep task hierarchies, but then you'll have a structure in place, if you need to enforce deep hierarchies, you could add a few Else If Parent.Parent.Parent Billing Milestones to each calculation level. On Mon, Sep 19, 2016 at 9:58 AM Brandon Keller, CTS < reportingforum@communitylists.workfront.com> wrote: > What I'm trying to do is filter for tasks in which no parent has a custom > field completed. I'm very comfortable with text view. > > Context: > > We have a custom data field "Billing Milestone" (empty or "Yes"). We check > off specific tasks as "Yes" to indicate they are billing milestones. Keep > in mind that most of these tasks are parent tasks. None of the children > have the custom data "Yes." Just the parent task has that. > > Now what I want to do is grab all of the task not under a billing > milestone. > > Any ideas? New approaches welcome too. Thank you! > > -----End Original Message----- >