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Is there a way to report on "if a team was tagged in the updates"


Level 6

We have a process in which teams will tag another team in the updates to escalate an issue. Is there a way for me to pull that information into a column or filter in a report? Basically looking for (Updates contain Team ABC) but I can't seem to find any option that allows for that information to be reported on.

If we change the process and ask them to assign the team as part of the escalation process I could report on that team being assigned but I was hoping not to have to change the process.

Any ideas?

This is where I got to but full disclosure I am sick and not running on all cylinders.

valueexpression=IF({opTask.updates}CONTAINS{Network Super User},"Escalated","")





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8 Replies


Level 10


This is interesting....

From an Issue object type, you have to go to Updates, Update Note, Note Tag, and then Team (Although if you did it based on a Team ID, you could skip that last one). And that is going to a collection to a reference, to a collection to a reference.

Now, I do have an idea that would filter "Escalated Issues" for you. But again, based on a Team ID, so hoping you are looking at just one team and not a bunch.

You will want to do a Note report, not an Issue. However, you can pull in all the fields that you want for the issue and should be able to that without text mode. (Although let me know if you need help with a certain field).

For the filter, you will want









What this does...

-- The EXIST filter is connecting the NOTE object type to the NOTE TAG object types (it is a collection) and then says if any of the tags are for a specific team (just change the ID)

-- The opTask:projectID is if you want it tied to a specific project (which I think you are looking at this for the Help Desk Queue, so just change out the ID)

-- status Equates With looks for closed and cancelled statuses and does not include them.

I hope this helps you.


Level 6

This works, Thank you!

I was hoping for a way to make it a column in a report instead of a filter. Is that possible?

My goal was to show a report of all the issues in our help desk queue.

A column to show how many days the issue took to resolve. (I'd prefer it to be # of days in "New" status, but I couldn't figure that out so I settled on # of days from entry to actual completion.)

and a column to show if it was escalated or not.

Thank you for all your help.


Level 10

Well, the problem is... since it is now a note report, if you don't use it as a filter, you will get the same issues appearing multiple times. I can't think of a filter that would reduce the number of returns for non-"escalated" issues so you only see them once. :( (Maybe someone smarter has an idea to help with that).

As for number of days in New, couldn't use report Entry Date from Actual Start Date? The actual start date is set when someone changes the status the first time. [NOTE: added the aggregator in cause you want to see the total of time for a certain grouping. You can change to AVG if you want average. :) ]





displayname=Days in New





Level 6

Oh I forgot I did that too. (well without the aggregator part cuz that's more advanced than I am.)

I was hoping for a way to tally the days even if it hasn't moved out of that stage yet though. So how many days this has been sitting in New status.


Level 4

Hi @AnthonyIm, hope you are doing well!


I'm trying to build upon the text code you shared in this thread to filter a note based on a team being tagged, but I would like it to be for projects in planning or current status, showing only entries from the past week (sorted by entry date, most recent at the top). Can you share how do to that or point me in the right direction to documentation? TYSM





Hi Ross - I would recommend doing the out-of-the-box "wizard" for the filters that you want first for the object (in this case a note), and then when you are done, you can just switch to text mode and paste in the EXISTS filter you need.

Step 1:

Screen Shot 2023-02-14 at 5.09.27 PM.png


Step 2:

Screen Shot 2023-02-14 at 5.12.47 PM.png


Hope that helps  


Level 10

Hi Tracy,

Following, and interested.

In order to show whether a particular team was tagged in an update, it occurs to me that you could create one or more calculated parameters using this Targeted Auditing technique with a formula similar to your original that watches the Last Update Note (i.e. "as it happens") for the particular Team Name(s) being monitored, and as a result, "build up" (if a single textbox) or "fill in" (if a set of individual Tag Team X, Tag Team Y, etc. calcs) the data you need to both easily filter and visualize in a column.

Either way, that should be enough for the viewer to then rest assured that at least one such team-tagged update then does exist, should they wish do go find it.