Project filter to only show projects workers have open tasks | Community
Skip to main content
M
MeganDice
Level 2
May 17, 2023

Project filter to only show projects workers have open tasks

  • May 17, 2023
  • 2 replies
  • 2106 views

I have some worker level users that want to simplify their view on their project list to filter the projects to only show current projects they have open tasks they are assigned to.  I've been playing with the new stack filter options but cannot find an option to get to the task status or percent complete option to get this filtered view to get this level of filtering.  Any ideas on other ways to provide this view to the users? I'm hoping I'm missing something obvious.

Thank you!

 

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

The_Real_Melinda_Layten
The_Real_Melinda_Layten
Level 3
May 17, 2023

You can easily show projects they are on with a Project Users filter contains the user.  But with an active assignment this is a good use of an EXISTS filter

 

Projects with a current assignment for this user.

EXISTS:a:$$EXISTSMOD=EXISTS

EXISTS:a:$$OBJCODE=ASSGN

EXISTS:a:assignedToID=$$USER.ID

EXISTS:a:projectID=FIELD:ID

EXISTS:a:status=AA       AD

EXISTS:a:status_Mod=in

 

AA = Requested, AD = Working

This can be added to any other filters on a project level report.  (This is a modification from tested code, so no guarantees.  Also there should be a tab between AA and AD for the listed status that sometimes is modified by the community posting process.)

    M
    MeganDiceAuthor
    Level 2
    May 18, 2023

    @the_real_melinda_layten Thank you for looking at this.  Unfortunately, adding this text mode isn't pulling any data.   I added what you suggested to this: 

    roleIDs=588fae9e0040b326c161991e71c5068c
    roleIDs_Mod=in
    percentComplete=100
    percentComplete_Mod=lt
    status=CUR
    status_Mod=in

     

    Any other ideas?

     

    Thank you again for the help!

    The_Real_Melinda_Layten
    The_Real_Melinda_Layten
    Level 3
    May 18, 2023

    What I gave you was for a project report.  What kind of report is this?

     

    Also you have percentComplete = 100 and status = current.  You don't have both at once.

    F
    FemkeCr
    Level 4
    August 21, 2023

    Hi @megandice,

    For this, I use a project filter with the code below and it works very well.

     

    EXISTS:a:$$EXISTSMOD=EXISTS
    EXISTS:a:$$OBJCODE=TASK
    EXISTS:a:assignments:assignedToID=$$USER.ID
    EXISTS:a:assignments:assignedToID_Mod=eq
    EXISTS:a:projectID=FIELD:ID
    EXISTS:a:actualCompletionDate_Mod=isnull

     

    Kind regards,

    Femke

    Terms & ConditionsAccessibility statement

    Loading footer...