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trafficpella
July 26, 2024
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Report that pulls tasks on projects converted from issues by user

  • July 26, 2024
  • 3 replies
  • 726 views

We accept work through Issues submitted by users who only use Workfront to submit work, communicate about their work and review proofs. I would like to build a report that shows the planned dates for reviews of projects they submitted only. Keep in mind that these users are not assigned tasks in Workfront. I tried using a task report, but I am unable to filter by the user who submitted the converted issue, so the report shows every project that the user has access to, which is not useful. If I use a Project report, I am unable to filter by task name.

 

I need a solution that makes it easy for our Stakeholders to see a quick glance at the days they need to be prepared to review new materials without needing to review our entire task list. Has anyone discovered a solution that could solve this?

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Best answer by KellieGardner

Assuming I'm understanding the question... You want a report that will show review tasks of projects that resolve an issue submitted by a specific user? 

 

You should be able to run a task report and filter it by Project Issue Originator with this text mode

 

project:convertedOpTaskOriginatorID=*input user id*
project:convertedOpTaskOriginatorID_Mod=in

 

you can use a wildcard as well so it will pull in details based on the user viewing the report $$USER.ID

 

 

 

3 replies

GrahamJarrett
GrahamJarrett
Level 4
July 26, 2024

I think you need to provide a bit more context as to where these reviews are stored or identified. If they are on tasks then you may wish to consider having a field on the project that is updated via Fusion

skyehansen
Community Advisor
skyehansenCommunity Advisor
Community Advisor
July 26, 2024

I recommend you book time with a remote consultant.

 

There's are a number of fields on the project that all start with "converted" that would be helpful as one line of inquiry. For example -- convertedOpTaskOriginatorID (this would be the person that submitted the request) -- you could look into using this somehow in either a project or a task report.

 

I assume you're talking about task reports because there's a review task on the project, so a project report looking for projects with incomplete review tasks that are converted from issues submitted by a specific user, is not entirely out of the question.

KellieGardner
Community Advisor
KellieGardnerCommunity AdvisorAccepted solution
Community Advisor
July 26, 2024

Assuming I'm understanding the question... You want a report that will show review tasks of projects that resolve an issue submitted by a specific user? 

 

You should be able to run a task report and filter it by Project Issue Originator with this text mode

 

project:convertedOpTaskOriginatorID=*input user id*
project:convertedOpTaskOriginatorID_Mod=in

 

you can use a wildcard as well so it will pull in details based on the user viewing the report $$USER.ID

 

 

 

T
trafficpellaAuthor
July 31, 2024

This solution seems to be on the right track - thank you! However, I can only get it to work when putting in a specific user ID. If I replace the user ID with $$USER.ID, the report displays no results. Do you have any ideas??

 

I'm using a task report, and this is the current code I have:

name=Stakeholder
name_Mod=cicontains
project:convertedOpTaskOriginatorID=$$USER.ID
project:convertedOpTaskOriginatorID_Mod=in
project:status=CUR
project:status_Mod=in
status=CPL
status_Mod=notin

 

The intention is to show a list of Stakeholder Review Tasks that do not have a complete status (i.e are either in progress or upcoming/New) for requests (converted to projects) originally entered by the logged-in user.

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