How to report when form is not attached to task?

Forum|Forum|4 years ago
February 2, 2022
2 replies
665 views

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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Best answer by Ali_Pentico

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!

Ali_PenticoAccepted solution

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!