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Lyndsy-Denk
Community Advisor
Lyndsy-DenkCommunity Advisor
Community Advisor
April 12, 2021
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Need filter that includes all instances, not just primary job role

  • April 12, 2021
  • 1 reply
  • 537 views

I'm trying to build a dashboard that reports on tasks assigned to job roles. The below filters present variable results when a task is assigned to more than one job role. I suspect it's prioritizing the first job role assigned. How do I filter my report to include all tasks that have a user's job role assigned?

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    Best answer by Doug_Den_Hoed__AtAppStore

    Hi Lyndsy,

    As you're asserting, Tasks (and Issues) can have each have multiple Assignments of Roles (and/or Users), the first of which becomes the "Primary" Assignment, and is technically stored "on" the Task (or Issue) in the Role ID (or Assigned To ID).

    • By Design, only the Primary Role (or Assignee) is returned when the filter is restricted on Task >> Role ID (or Task >> Assigned To ID).
    • For cases where you want the "many" relationship, you can simply change that to be the Assignment Roles >> ID (or Assignment Users >> ID), which will then broaden your results accordingly.
    • If you then need more details about each of those specific "many" assignments, you can also create an Assignment report (one level down from the Task or Issue). @Anthony Imgrund‚ has contributed many examples that illustrate the advantages of doing so.

    Regards,

    Doug

    1 reply

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity AdvisorAccepted solution
    Community Advisor
    April 12, 2021

    Hi Lyndsy,

    As you're asserting, Tasks (and Issues) can have each have multiple Assignments of Roles (and/or Users), the first of which becomes the "Primary" Assignment, and is technically stored "on" the Task (or Issue) in the Role ID (or Assigned To ID).

    • By Design, only the Primary Role (or Assignee) is returned when the filter is restricted on Task >> Role ID (or Task >> Assigned To ID).
    • For cases where you want the "many" relationship, you can simply change that to be the Assignment Roles >> ID (or Assignment Users >> ID), which will then broaden your results accordingly.
    • If you then need more details about each of those specific "many" assignments, you can also create an Assignment report (one level down from the Task or Issue). @Anthony Imgrund‚ has contributed many examples that illustrate the advantages of doing so.

    Regards,

    Doug

      Lyndsy-Denk
      Community Advisor
      Lyndsy-DenkCommunity AdvisorAuthor
      Community Advisor
      April 12, 2021

      Perfect! I knew someone would know better the filter I should use. Thank you!

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