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How to report when form is not attached to task?

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Level 6

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?

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Correct answer by
Level 2

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!

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3 Replies

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Correct answer by
Level 2

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!

0694X00000HE4bzQAD.png

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Level 6

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!

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Level 10

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