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How can I create a report that lists tasks with its details and all its notes

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Level 3
How can I create a report that lists tasks with its details and all its notes
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13 Replies

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Level 10
Create a "Note" report, group it by Task ID, and order by date. (make sure you add a column for task name and task description (and whatever other details you need))

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Level 3
Thanks Skye for responding, My challenge in "Note" report is that if there is a Task with no notes than it will not show up in my report

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Level 10
Another idea... You could do a task report with Task Name, Task Description, and then have a third column display an Updates collection. Something like displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valuefield=message valueformat=HTML However, to only show notes and not all updates, you'd need an IF statement where Update Type=Notes. Not quite sure how to do that though. Since we got this far, maybe the help desk can help you with the IF statement. ;)

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Level 2
Can you do this with issues as well? If so, what needs to be changed? I have not been able to make it work with issues.

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Level 10
Hi Anthony, I have followed your suggestion, and it includes all updates. However, I only really want to show Notes posted by the user - not including status updates etc. I figure that there must be a way to filter it by update type. I have guessed and tried the following but this is not returning any results. Hoping you or someone else can advise what to do! displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression=IF({updateType}="note",{message},"") valueformat=HTML

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Level 10
Maybe leave the updates column text mode as what Anthony has posted and then just put in filter All Notes >> is message?

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Level 10
It is very weird. I've been playing around and I can't get any type of valueexpression to work. Even just concatenating {message} and a dash. Hmmm... wonder why that is.

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Level 10
Hi David. From some of my API work, I wonder (untested) if instead of updateType = "note" you need to use "NO", which is the underlying code..? Regards, Doug

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Level 10
Hi Anthony. I'm stymied too, so (David) could still not test my "NO" theory for you. For you puzzle solvers, here are a number of ways (below) to NOT invent a lightbulb, in case anyone has brigher ideas. Regards, Doug WORKED (Anthony's original) displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valuefield=message valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression=message valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression={message} valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression=CONCAT({message},'') valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression=CONCAT({ M essage},'') valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression=CONCAT( Message ,'') valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression= Message valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested( notes ).lists textmode=true type=iterate valuefield=noteText valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(notes).lists textmode=true type=iterate valuefield= subject valueformat=HTML

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Level 10
Thanks everyone for your suggestions. Polly - that filter removed tasks where the only updates were status/general updates, however I still saw the updates inside the fields where there were multiple nested updates. Doug - like the various combinations you tried, I also tried your suggestion with NO and it also came out blank.] May end up logging this with support and see if they have any ideas. Cheers

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Level 3
I had the same problem and I opened a support ticket. Apparently, we cannot use filters or expressions for dynamic fields. Here is a response from the support team This is advanced advanced reporting but if you install the add-on json in Chrome and then add attask/api-internal/metadata to the end of the workfront url you are given a list of the fields available in workfront. You can then navigate to task, since we are using a task report, then updates and it will tell you if it is dynamic or not. Here is a video of this: https://ilos.video/d0WeuZ .

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Level 10
Thank you, Sunil: that explains why we cannot filter on Updates in text mode. I appreciate now knowing the root cause, and having a tool I can use to definitively investigate such situations going forward. Regards, Doug