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LaramieNe
LaramieNe
Level 2
August 15, 2023
Solved

Report for Template x Specific Job Roles?

  • August 15, 2023
  • 1 reply
  • 641 views

I am trying to build a report that shows all Templates where a specific Job Role placeholder appears. Not a listing of all Projects that use the Templates, just a listing of all Templates that contain the Job Roles.

 

As an example: Product Manager Job Role appears on the New Product Template and the Artwork Update Request Template

 

I am not finding a report filter for Job Role so I'm unsure if this is possible. 

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Best answer by Kundanism

Hi

You can try with "Template Task" type report. 

Under Filter tab: Template Task>>Role ID-->Equal-->mention your job role)s)

Under Groupings tab: Template Name

This collects relevant job role under specific template. Also possible to use prompt filter with "Template Task>>Role ID".

Best regards.

 

 

1 reply

Kundanism
KundanismAccepted solution
Level 10
August 16, 2023

Hi

You can try with "Template Task" type report. 

Under Filter tab: Template Task>>Role ID-->Equal-->mention your job role)s)

Under Groupings tab: Template Name

This collects relevant job role under specific template. Also possible to use prompt filter with "Template Task>>Role ID".

Best regards.

 

 

    LaramieNe
    LaramieNeAuthor
    Level 2
    August 16, 2023

    This was perfect. Thank you so much!

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