Expand my Community achievements bar.

How to pull grandchildren into report

Avatar

Level 1

I have a task report and am able to pull in the first level of children with a list:

displayname=Children Tasks
listdelimiter=<br>
listmethod=nested(children).lists
type=iterate
valueexpression=CONCAT({name}, " - Duration: ", {duration}/480, " days, Due Date: ", {plannedCompletionDate})
valueformat=HTML

How can I get at least one more level down?

Is there something like: nested(children.children).lists?

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

7 Replies

Avatar

Community Advisor

To my knowledge you can't - simply because children is a collection. And indeed, each of its members may have their own collection of children but there is no way to nest iterations. 

 

I try to stay away from iterating over tasks/issues in this way because while technically doable, depending on the number of tasks/issues this is a resource intensive report and may become slow. 

 

It looks like you're trying to emulate the project task view - why? 

Avatar

Level 1

Thanks. Not being able to might actually help some process
The reason is the report is filtering by for specific tasks(by looking or a single form attached to the task) across projects and providing a summary for leadership who 1) do not typically go into projects and 2) need a peak for these tasks across several projects.

I'm open to another way if there are thoughts.

Avatar

Community Advisor

Hmmm. 
So my first thought is that if leadership wants a summary - looking at grandchildren ain't it So I would ask exactly what they are trying to read out.
Thinking, if I need to know about TaskA (status, dates) and want to scan the child tasks, would it work to list all non-parent tasks under Task A, and group by the A tasks?

If that might fly, I think I can help. 

 

Avatar

Level 1

The issue is the way some projects have been set up. "Grouping" tasks were added which make the tasks I am trying to expose grandchildren. And these are tasks that tell the story.

 

Below is an example of the project structure. Generally we have several project phases, one being Production, under which every item needing produced gets added as a "deliverable" with a form from a template. Each deliverable has its own set of tasks needing to be done and assigned.


Project Summary

- Project Phase

-- Deliverable (this is the level I am pulling in)

--- Concepting

---- Task 1 (this level is what needs to be shown)

---- Task 2

--- Production

---- Task 3

---- Task 4

--- Post-Production

---- Task 5

---- Task 6

 

The report we are building is a view of all Deliverables grouped by Project. There is desire to look at the individual tasks and summary timeline (duration and due date) making up each deliverable.

 

TBH, these "grouping" tasks are a bit of a deviation from our templates, so I think a conversation could be had to say "we get task groups or the desired reporting, but not both".

And to your earlier comment, maybe the recommendation would be for the team leader to look into the project and work on better filters and views to lessen what is seen.

Avatar

Community Advisor

Hey @thbrandtSU 
First of all hats off to a cogent description of the requirement, thank you! 

 

I think this should do the trick: 

  • Task report filters
    • any project filters (status=CUR etc) 
    • numberOfChildren=0
    • parent:parent:templateTaskID =    or parent:parent:milestoneID = {the deliverable task}
  • Group by
    group.0.valueexpression="Project: "+{project}.{name}+" - " + {parent}.{parent}.name + ", due: "+{parent}.{parent}.{plannedCompletionDate}
    group.0.valueformat=HTML​
  • Make the task name column 
    valueexpression={parent}.{name}+": "+{name}
    valueformat=HTML
    link.valuefield=ID             //links to the specific task; you can also say 
    ​

Unless I have typos this should give you something like 

[ Project: Cool project - Deliverable name, due MM/DD/YYYY                                                 ] < group bar

- Concepting: Task 1

- Concepting: Task 2

- Production: Task 1

- Production: Task 2

- Post-Production: Task 1

- Post-Production: Task 2

[ Project: Next project - Deliverable name, due MM/DD/YYYY                                                 ] < group bar

.....

 

 

Avatar

Community Advisor

@thbrandtSU addendum

Just noticed that filtering to parent:parent... won't work (anymore) 
So you'll have to tag each of the tasks (hidden admin field) with a calc field we can use in the report

SveniX_1-1742498839005.png

 

Filter

DE:IsProduction=true
numberOfChildren=0
numberOfChildren_Mod=eq
projectID=xxxxxxxxxxxxxxxxxxxxxxxxxxxxx
projectID_Mod=in

 

SveniX_0-1742498773765.png

 

Avatar

Community Advisor

@thbrandtSU did you get it to work?