I have a task report that shows the value of the Parent task and I want to omit some values

[BillPe]

I have a task report that shows the value of the Parent task and I want to omit some values (example: Monitor/Control).  Here is a snippet of some tasks with Monitor/Control

Here is my filter:

DE:project:Project Type=Customer Sponsored Operational Project
DE:project:Project Type_Mod=in
project:status=CUR
project:status_Mod=in
task:numberOfChildren=0
task:numberOfChildren_Mod=eq
task:parent=Monitor/Control
task:parent_Mod=notin
task:status=INP NEW
task:status_Mod=in

But as you can see the lines with Monitor/Control is still showing

Any assistance is appreciated

[Madalyn_Destafney]

Hi there,

Try swapping this:
task:parent=Monitor/Control
task:parent_Mod=notin

With this:

parent:name=Monitor/Control
parent:name_Mod=cinotcontains
I also made it 'does not contain' instead of 'not equal' in case someone ever slightly rewords it, you still don't want any version of Monitor/Control.

[RandyRoberts]

lol, we were both answering this at the same time!

[BillPe]

Sorry Randy the report is an assignment report not a task report

[BillPe]

Sorry Madalyn the report is an assignment report not a task report

[RandyRoberts]

parent:name=Monitor/Control
parent:name_Mod=notin

If you're in a Task report, you don't need the "task" part as it is implied. you do however need the "name" part.

DE:project:Project Type=Customer Sponsored Operational Project
DE:project:Project Type_Mod=in
project:status=CUR
project:status_Mod=in
numberOfChildren=0
numberOfChildren_Mod=eq
parent:name=Monitor/Control
parent:name_Mod=notin
status=INP NEW
status_Mod=in

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[BillPe]

Sorry the report is an assignment report

[RandyRoberts]

This should work then:

DE:project:Project Type=Customer Sponsored Operational Project
DE:project:Project Type_Mod=in
project:status=CUR
project:status_Mod=in
task:numberOfChildren=0
task:numberOfChildren_Mod=eq
task:parent:name=Monitor/Control
task:parent:name_Mod=cinotcontains
task:status=INP NEW
task:status_Mod=in

[BillPe]

I now get the below error message

An error has occurred and we are working to resolve the issue. To continue with your work, try refreshing this browser page.

[RandyRoberts]

It appears trying to filter on the task parent name in an assignment report is one jump too far. I can filter on the task parentID which is only 2 hops. The below works fine but if I try task:parent:name=Summary it fails as that is 3 hops.

task:status=INP	NEW
task:status_Mod=in
task:parentID=65723b880029a6f9261d7bf945a95850
task:parentID_Mod=notin
project:status=CUR
project:status_Mod=in
task:numberOfChildren=0
task:numberOfChildren_Mod=eq
DE:project:Billing Type=Internal
DE:project:Billing Type_Mod=in

In cases like this one, it is a symptom of the hierarchical database structure and there isn't much you can do, although there are two workarounds I can offer.

1. Create a Task report with these filters and it should work fine.

2. Create a custom field on the task form that calculates the parent task name and filter on that custom field

I have used both of these solutions before.

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.
If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/mysocalledideas

[Kurt_Jones]

IF you copied Randy's code from this webpage to your instance, make sure there are no spaces that accidently got input via the copy.  Like task:status essentially having space instead of tab around it...I've had that happen to me before and it will give that error.