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Kiesner10
Kiesner10
Level 2
February 21, 2023
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Report to see if a specific task is missing within a project

  • February 21, 2023
  • 2 replies
  • 959 views

Hi all,

 

I'm wondering if there is a way to filter a report to see if a specific task is missing within a project? We have incorporated new tasks into a template and need to audit existing projects to see if those tasks are missing (and keep track of new projects that are created to ensure they are using the correct templates with the new tasks). 

 

Thanks!

Jack 

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    Best answer by Richard_Le_

    Hi Jack,

     

    You can achieve this using an exists filter in your project report. Try the folLowing code:

     

    EXISTS:a:$$EXISTSMOD=NOTEXISTS
    EXISTS:a:$$OBJCODE=TASK
    EXISTS:a:name=INSERT NAME OF TASK HERE
    EXISTS:a:projectID=FIELD:ID

     

    Using this filter in a project report would return all projects that do not contain a task with the name "INSERT NAME OF TASK HERE"

     

    Best Regards,

    Rich. 

    2 replies

    R
    Community Advisor
    Richard_Le_Community AdvisorAccepted solution
    Community Advisor
    February 21, 2023

    Hi Jack,

     

    You can achieve this using an exists filter in your project report. Try the folLowing code:

     

    EXISTS:a:$$EXISTSMOD=NOTEXISTS
    EXISTS:a:$$OBJCODE=TASK
    EXISTS:a:name=INSERT NAME OF TASK HERE
    EXISTS:a:projectID=FIELD:ID

     

    Using this filter in a project report would return all projects that do not contain a task with the name "INSERT NAME OF TASK HERE"

     

    Best Regards,

    Rich. 

      Kiesner10
      Kiesner10Author
      Level 2
      February 22, 2023

      Hi @richard_le_ @doug_den_hoed__atappstore - Thank you both very much for your responses to my question! It does appear that this code may do the trick. I'm fairly green with text mode beyond the basics, so I'm wondering what else I can add to the filter to pull in projects within a specific status and that are for a specific team (we have a field on our project form that asks what team the project is coming from). I tried the filter below (with additions I added in bold to filter for a specific team and status) but an error message displayed that said "Invalid Parameter: Search Parameter value "project:status". Any thoughts on what I may be doing incorrectly here? Thank you again for your help!

       

      DE:project:Agile/Home Team=CEM: Consumer Experience Management CG: Commercial Group MMI: Medicare/, Medicaid/, Individual
      DE:project:Agile/Home Team_Mod=in
      EXISTS:a:$$EXISTSMOD=NOTEXISTS
      EXISTS:a:$$OBJCODE=TASK
      EXISTS:a:name=Submit to KM team any new/updated knowledge generated during strategy phase
      EXISTS:a:projectID=FIELD:ID

      project:status=CUR MEA PLN ONH PLA
      project:status_Mod=in
      OR:1:DE:project:Agile/Home Team=CEM: Consumer Experience Management CG: Commercial Group MMI: Medicare/, Medicaid/, Individual
      OR:1:DE:project:Agile/Home Team_Mod=in
      OR:1:EXISTS:a:$$EXISTSMOD=NOTEXISTS
      OR:1:EXISTS:a:$$OBJCODE=TASK
      OR:1:EXISTS:a:name=Check knowledge base for supporting information (if not found, submit ticket)
      OR:1:EXISTS:a:projectID=FIELD:ID
      OR:1:project:status=CUR MEA PLN ONH PLA
      OR:1:project:status_Mod=in

      RandyRoberts
      Community Advisor
      RandyRobertsCommunity Advisor
      Community Advisor
      February 23, 2023

      One little trick I sometimes use when executing an EXISTS filter with another filter or two is to set up the other filters in "wizard" mode by selecting fields from the dropdowns. Then I turn it into text mode and paste in my EXISTS statement.

      Using an EXISTS statement with OR choices can get tricky because text mode isn't cumulative. If you have for example an exist statement that looks for something missing and you want to combine that with another condition OR another condition (as opposed AND another condition) you have to repeat your EXISTS statement in the second (OR) part as well.

      I don't have any examples of this on hand but if someone else has one, it would probably help several users to post an example here (::cough, cough:: Doug or Richard).

      Doug_Den_Hoed_AtAppStore
      Community Advisor
      Doug_Den_Hoed_AtAppStoreCommunity Advisor
      Community Advisor
      February 21, 2023

       

      Hi Jack,

       

      Riffing off Rich's excellent answer...

       

      If (more specifically) you're auditing to ensure the Template Task still exists on the Project -- even if the PM renamed it for some (perfectly good) reason -- you could also go a level further, like this:

       

      EXISTS:a:$$EXISTSMOD=NOTEXISTS
      EXISTS:a:$$OBJCODE=TASK
      EXISTS:a:templateTask:name=INSERT NAME OF TEMPLATE TASK HERE
      EXISTS:a:projectID=FIELD:ID

       

      Regards,

      Doug

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