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Need to have a report only show entries that the viewer belongs to the team assigned.

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Level 2

I have a task report that is pulling in any tasks assigned to 5 different teams. I want to make it only display the tasks (from these 5 teams) that the viewer also belongs to that team. I was thinking this would involve an Exists statement but the more I stare at the Exist formula I cannot determine how to apply my conditions.

I can't just use the wildcard for User Team IDs since they may belong to more teams than these 5 I am reporting on.

Anyone know how to approach this?

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2 Replies

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Level 3

You would probably have 5 sets of "or" statements for each team in combination to the assigned to $$USER.ID.

Assigned to $$USER.ID

Team ID = XYZ

OR

Assigned to $$USER.ID

Team ID = ABC, etc.

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Level 2

It's actually not assigned to the user though, just to a team they are part of.

So what I essentially need to accomplish is

Task > Team ID = $$USER.teamIDs

and

Task > Team ID = Team XYZ

OR

Task > Team ID = $$USER.teamIDs

and

Task > Team ID = Team ABC

But I can't duplicate the same field within a section so am looking at a different way to get this same filter.