Expand my Community achievements bar.

Come join us for our Coffee Break this WEDNESDAY on top takeaways from Adobe Summit!
SOLVED

Report for Template x Specific Job Roles?

Avatar

Level 2

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. 

1 Accepted Solution

Avatar

Correct answer by
Level 10

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.

 

Kundanism_0-1692179566181.png

 

View solution in original post

2 Replies

Avatar

Correct answer by
Level 10

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.

 

Kundanism_0-1692179566181.png