How do I get Tasks Remaining on a Project, that is the resolving project for the request - in my Request Report?

[ChrisMc4]

I have a Leadership Dashboard with reports on Incoming Requests (new) and Request that are In Progress. The "In Progress report" is a Request Report and has a column for Resolving Project Name so Leaders can see what state that request is in and the project that was generated because of the request. I want a column in the report that also shows the Tasks Remaining. I came across this text mode code from WF Pro site:

displayname=Current Task(s)

listdelimiter=

listmethod=nested(tasks).lists

textmode=true

type=iterate

valueexpression=IF({numberOfChildren}>0,"",IF(ISBLANK({handoffDate}),"",IF(ISBLANK({actualCompletionDate}),CONCAT(" | ",{name}),"")))

valueformat=HTML

How do I adapt this code to show me tasks remaining (Current Tasks) on the Project that is the resolving project for the request?

So looking across the report you would see columns - Request Name/description - Resolving Project Name - Tasks Remaining on the Resolving Project

Thanks,

Chris

FYI I put this code into a View and it was great, doesn't seem to work in a column but I think I'm missing the code to look into the Project Info

[Doug_Den_Hoed__AtAppStore · Accepted solution]

🍉 Juicy one, Chris!

I like where you're heading: for the requestor, without calling to ask, show them visually how much is left, so they get a sense of whether it's still "tons" (so don't call) or "nearly done" (so don't call....unless it's been stuck there for a while).

So: with a glance over my shoulder towards the Data Center, and a caution that depending on how much data you "hit" this might dim their lights, I invite you to try this li'l gem:

displayname=Tasks Remaining on the Resolving Project

listdelimiter=<div>

listmethod=nested(resolveProject.tasks).lists

textmode=true

type=iterate

valueexpression=CONCAT(IF(ISBLANK({actualCompletionDate}),{name},""))

valueformat=HTML

I used the <div> list delimiter to help make it easier to compare (more fairly) "vertically" how many tasks still remained (using the ISBLANK), but you could also use something like @Randy Roberts‚ and I noodled out a while back to go with a more terse (but still fair) "horizontal comparison:

displayname=Tasks Remaining on the Resolving Project

listdelimiter=&#xfeff;

listmethod=nested(resolveProject.tasks).lists

textmode=true

type=iterate

valueexpression=CONCAT(IF(ISBLANK({actualCompletionDate}),"*",""))

valueformat=HTML

I used the &#xfeff; (non breaking white-space) list delimiter to keep the iterated results on a single line, and instead of showing the {name} of each task, used a "*" character to effectively count each open task and turn it into a little progress meter (e.g. for a resolveProject with 8 tasks left, show ******** vs one with 2 tasks left showing ** ).

I can think of loads of directions you could take this next --- for instance (to improve communication vs block it), you could show the email address of the person to whom the current task(s) on the resolveProject is (primarily) assigned making it (too) easy for the requestor to then click their email and ask how it is going -- but will leave that fun for you and others to noodle out.

Do note that the one drawback with many of these approaches is that the results that come back are not sortable, which might confuse the viewer. Given that, it might be best to consider either my second example (with the "*") to keep things generic, but if you do want to see sorted tasks (without using the unmaintainable Shared Col trick I've intentionally forgotten), I invite you to consider our Hot Sheet solution, which is quite similar, DOES sort the Tasks, and could be easily adapted.

Regards,

Doug

[ChrisMc4]

Doug,

This is GREAT! Thanks for taking the time, can't wait to try them both out!

Really appreciate it!

Chris