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Possible to create Assignment Report (Task and Issue) grouped by Planned Completion Date?

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Level 2
Hi, all. I created an assignment report with the following filter: Assigned To ID in $$USER.ID and Project Status not in CLS, CPL, DED, REJ and Task Status not in CPL, CLS OR Assigned To ID in $$USER.ID and Issue Status not in Resolved and Project Status not in Closing, Complete, Dead, Rejected however, where I'm having trouble is grouping these items by Planned Completion Date. Does anyone have any tips or suggestions? Thanks HG Hector Garcia *IEHP
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4 Replies

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Level 10
Hi Hector. It will group by Task Planned Completion Date (Month) if you use the following in text mode: textmode=true group.0.linkedname=task group.0.namekey=view.relatedcolumn group.0.valuefield=task:plannedCompletionDate group.0.namekeyargkey.0=task group.0.namekeyargkey.1=plannedCompletionDate group.0.notime=false group.0.groupdatesby=MY group.0.valueformat=atDateAsMonthString David Cornwell

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Level 6
David, I think your above fix works great if he just had tasks. But I think he's got both issues & tasks commingled in his Assignment report. All the issues get a "No Value" when grouped. Hector, as far as I know, you can't group [Issue: Planned Completion Date] and [Task: Planned Completion Date] together. Or really any issue & task fields together in the same group. This is a problem we have too. Vincent Goodwin The Capital Group Companies

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Level 2
Correct, I'm trying to get a full assignment list that consists of both issues and task. Ugh, well that's unfortunate, I guess I will create individual task and issue report and dashboard it. Thanks for the responses. Hector Garcia *IEHP

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Level 10
Hi Hector, That is an interesting challenge, so I did some experimenting. It is possible to add a combined column on the Assignment Report that shows the Planned Completion Date of the Issue or Task using this textmode: displayname=Planned Completion Date textmode=true valueexpression=IF(ISBLANK({opTask}.{plannedCompletionDate}),{task}.{plannedCompletionDate},{opTask}.{plannedCompletionDate}) valueformat=atDate Similarly, it is also possible to group by "whichever" Planned Completion Date (by Month, Year, in my example – that's the "=MY" part) using this grouping in textmode: textmode=true group.0.valueexpression=IF(ISBLANK({opTask}.{plannedCompletionDate}),{task}.{plannedCompletionDate},{opTask}.{plannedCompletionDate}) group.0.linkedname=task group.0.groupdatesby=MY group.0.notime=false group.0.valueformat=atDateAsMonthString In both cases, the trick is to check whether the Assignment has a blank Issue (aka OpTask) plannedCompletionDate, and if it is blank, use the Tasks, otherwise, use the Issue's. To double check, you can also add the Issue Planned Completion Date and Task Planned Completion Date to your report, too, which illustrates which one is driving. Regards, Doug