How to report when form is not attached to task?

[catherineh70969]

I need a report that shows tasks from a business unit's projects that do not have a custom form attached. Any suggestions on the best way to tackle this?

[Ali_Pentico · Accepted solution]

Hi Catherine. If you are looking to see tasks that are missing a particular custom form, you can create a task report/filter and use Categories > ID and then Not Equal to "Form Name". Using the Categories (plural) will search all custom forms attached - rather than just the first. If you are wanting to see tasks without any custom forms attached, you can use Categories > ID Is Blank. Hope this helps!

[catherineh70969]

Thanks so much @Ali Pentico‚ this is exactly what I needed - to isolate specific tasks that were missing a specific form.

Greatly appreciate the help!

[JillAc]

What Al said, or change the grouping to categories and those with no form will be “no value”