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AndrewKo
AndrewKo
Level 2
May 24, 2018
Question

Filtering Collections

  • May 24, 2018
  • 4 replies
  • 760 views

I am trying to create a project report that filters out all tasks without a milestone and show all the milestone tasks and their percent complete.

The field I created:

displayname=Milestone Tracking

listdelimiter=<br>

listmethod=collected(tasks).list

textmode=true

type=iterate

valueexpression=CONCAT({milestone}.{name},"| ",{percentComplete},"%")

valueformat=HTML

and the filter:

tasks:milestoneID=0

tasks:milestoneID_Mod=notblank

For each project, I return all tasks instead of milestone tasks. Does anyone know how to filter out non-milestone tasks correctly?

Thank you,

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4 replies

N
NRYNR
Level 10
May 24, 2018

My approach is a little different. Instead, I only filter on projects that have a milestone path ID.

milestonePathID=59a821d6001d691642ee19889233333d

milestonePathID_Mod=in

Then, as columns in the report, I grab the data. For example:

displayname=Plan

listdelimiter=<p>

listmethod=nested(tasks).lists

textmode=true

type=iterate

valueexpression=IF({milestone}.{name}="Plan",CONCAT({percentComplete},"%"))

valueformat=HTML

displayname=Build

listdelimiter=<p>

listmethod=nested(tasks).lists

textmode=true

type=iterate

valueexpression=IF({milestone}.{name}="Plan",CONCAT({percentComplete},"%"))

valueformat=HTML

displayname=Approval

listdelimiter=<p>

listmethod=nested(tasks).lists

textmode=true

type=iterate

valueexpression=IF({milestone}.{name}="Approval",CONCAT({percentComplete},"%"))

valueformat=HTML

    AndrewKo
    AndrewKoAuthor
    Level 2
    May 24, 2018
    Thank you Narayan, that worked nicely! [Andrew] [Koprowski] [Workfront Administrator] [Jackson National Life]
    N
    NRYNR
    Level 10
    May 24, 2018

    Excellent. Now you can build milestone reports and pull in whatever you wish off those milestone tasks. Pretty useful. Also, I forgot one thing...

    Use the <div> listdelimiter instead. I hear it provides the best view of all in dashboards and in exports.

    B
    BenettaPe
    Level 9
    March 4, 2020
    Narayan, I hope this still works in 2020. As i need this type of project report today. Going to try it. Benetta Perry APS
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