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How would I go about grouping task report results by the pending task approval stage?

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Level 3

I can show the 'Approval Process: Name' field or even 'Current Approval Stage: Name' in the report details however, I'd like to group by the specific approval stage that's outstanding for a clean chart. Would a calculated field work?

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1 Accepted Solution

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Correct answer by
Employee Advisor

Stephanie,

You can use the following text mode to group the results by Current Approval Stage:

group.0.displayname=Current Stage

group.0.valuefield=currentApprovalStep:name

group.0.valueformat=HTML

textmode=true

You should be able to apply a chart that will organize the results by the outstanding stage name.

If you have any questions, let me know!

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2 Replies

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Correct answer by
Employee Advisor

Stephanie,

You can use the following text mode to group the results by Current Approval Stage:

group.0.displayname=Current Stage

group.0.valuefield=currentApprovalStep:name

group.0.valueformat=HTML

textmode=true

You should be able to apply a chart that will organize the results by the outstanding stage name.

If you have any questions, let me know!

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Level 3

Thank you so much! Worked just as needed.