Need filter that includes all instances, not just primary job role

[hilk_]

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?

[Doug_Den_Hoed__AtAppStore · Accepted solution]

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

[hilk_]

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