Filtering tasks/requests by being an approver on the task/request | Community
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MATTHEW450
MATTHEW450
Level 2
October 17, 2023
Question

Filtering tasks/requests by being an approver on the task/request

  • October 17, 2023
  • 1 reply
  • 843 views

I'm looking to figure out a report where I can filter it by whether the viewing user is an approver on a task/request. I'm assuming I can use some sort of EXISTS filter on a task/request report.

EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=APPROVAL EXISTS:a:ownerID=$$USER.ID EXISTS:a:ownerID_Mod=eq EXISTS:a:taskID=FIELD:ID

I'm not well versed in EXISTS filters yet, so any help will be greatly appreciated!

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1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
October 17, 2023

Hi there,

After messing around I think this should work for you, add this filter text mode to your task report. I also added in filter to only pull from projects in Current so you users aren't seeing some pending approvals from projects that have already moved on.

awaitingApprovals:userID=$$USER.ID
awaitingApprovals:userID_Mod=in
pendingApproval=true
pendingApproval_Mod=eq
project:status=CUR
project:status_Mod=in

Try it out and please mark correct to help others if this helped you : )
If you have issue approvals, you'll need to do this same thing in an issue report.

If this helped you, please mark correct to help others : )
MATTHEW450
MATTHEW450Author
Level 2
October 19, 2023

This isn't quite what I am looking for. I'm looking to isolate tasks/requests that were completed, filtered by whether the user was the approver. My assumption is that I should be able to filter by approval owner or something like that

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
October 23, 2023

Hi there, let me be sure I understand. You want a report showing completed task/request approvals where the approver is the same person who triggered the approval?

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