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shirinshaikh
Level 2
April 2, 2025
Solved

Report filter based on task name & status combination

  • April 2, 2025
  • 2 replies
  • 1330 views

Hello,

I need to create a report to filter out 2 specific tasks:

1) Task 1 - Asset Audit

2) Task 2 - Build

 

I want to filter out projects where Task 2 is in progress and Task 1 is not complete.

Task 1 - Actual end date is blank & Task 2 - Actual start end is not blank

 

When I tried "OR" in the filter, it either shows Task 1 / Task 2. I need to filter out the combination of task 1 + status & task 2 + status. 

 

Is there a way to create a filter for this combination?

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Best answer by skyehansen

Starting a new thread to address clarifications made by the OP

 

EXISTS:a:$$OBJCODE=TASK
EXISTS:a:actualStartDate_Mod=notnull
EXISTS:a:name=build
EXISTS:a:name_Mod=cicontains
EXISTS:a:projectID=FIELD:projectID
EXISTS:b:$$OBJCODE=TASK
EXISTS:b:actualCompletionDate_Mod=isnull
EXISTS:b:name=asset audit
EXISTS:b:name_Mod=cicontains
EXISTS:b:projectID=FIELD:projectID

2 replies

Sven-iX
Community Advisor
Sven-iXCommunity Advisor
Community Advisor
April 2, 2025

Why are you using an OR filter? Your definition above sounds like you want to AND the 2 conditions? 

S
shirinshaikhAuthor
Level 2
April 3, 2025

Hi @sven-ix That is correct. We need to use AND. However, with that I'm unable to specify for which task I need the completion date and which should have only start date.

 

Could you please suggest if there is a way I could do that?

 

S
shirinshaikhAuthor
Level 2
April 4, 2025

yep that's a weird question for sure, so I wish they would clarify. I mean, it might be a NOTEXISTS filter with an AND statement on the names, assuming that you're able to distill both tasks down to "not CPL" but I would hate to struggle through it and waste my time.


Hello,

 

To clarify, I'm trying to achieve the following. We need to show all tasks (grouped by project) where "Asset Audit" is not complete and "Build" has begun. Typically, Task for Build should not be started until the completion of Asset Audit task. Since we don't have enforced predecessors; we want to identify in the report of all such projects where build started even without Asset Audit being not completed.

Hope this helps clarify.

Please let me know if you have any questions. 

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe ChampionAccepted solution
April 4, 2025

Starting a new thread to address clarifications made by the OP

 

EXISTS:a:$$OBJCODE=TASK
EXISTS:a:actualStartDate_Mod=notnull
EXISTS:a:name=build
EXISTS:a:name_Mod=cicontains
EXISTS:a:projectID=FIELD:projectID
EXISTS:b:$$OBJCODE=TASK
EXISTS:b:actualCompletionDate_Mod=isnull
EXISTS:b:name=asset audit
EXISTS:b:name_Mod=cicontains
EXISTS:b:projectID=FIELD:projectID

    S
    shirinshaikhAuthor
    Level 2
    April 7, 2025

    This worked, thank you @skyehansen 

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