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sharve04
sharve04
January 29, 2025
Solved

Task Report - Custom Prompt

  • January 29, 2025
  • 1 reply
  • 626 views

I have a team of 20 people. They are broken down to 2 sub teams.

 

I've created a task report for the entire team but want to create a custom prompt dropdown for the 2 sub teams. That way I can isolate one or the other on the report.

 

I watched this video. When I enter conditions for the custom prompt, it's only displaying the first of the UserIDs, even when using "&" to separate them on one line.

 

I've tried (obviously using the actual alphanumeric ID):

assignedToID=##########&##########&##########

and

assignedToID=##########&assignedToID=##########&assignedToID=##########

 

Both ways only display the first ID on the report.

 

I can't filter down by Home Team or Home Group because we're all setup in the system under the same umbrella and can't change. So the task assigned to ID is the only way I can think of achieving this.

 

Any help would be greatly appreciated. Thanks in advance!

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Best answer by skyehansen

The ampersand is not intended to be used to separate different search parameters (is that the right term?), it's meant to indicate a line break. If you look a task report filter, everywhere you see a line break, you would remove the line break and substitute the ampersand.

 

Separating your IDs with a tab character is still the way to go, here. Basically make a filter that works in a report, then remove all the line breaks and replace them with ampersands, and then copy and paste it into your custom prompt.

1 reply

skyehansen
Community Advisor
skyehansenCommunity AdvisorAccepted solution
Community Advisor
January 29, 2025

The ampersand is not intended to be used to separate different search parameters (is that the right term?), it's meant to indicate a line break. If you look a task report filter, everywhere you see a line break, you would remove the line break and substitute the ampersand.

 

Separating your IDs with a tab character is still the way to go, here. Basically make a filter that works in a report, then remove all the line breaks and replace them with ampersands, and then copy and paste it into your custom prompt.

    sharve04
    sharve04Author
    January 29, 2025

    Thanks for your reply and explanation of the ampersand. That makes sense.

     

    I just tried a test with 2 users using the tab spacing from the filter and the report returns "no data to display"

     

    assignedToID=##########	########## 

     

    I looked back at the filter and was missing the second line:

    assignedToID_Mod=in

     

    Once I added it in with the ampersand for the line break, it worked. Thank you!!

    skyehansen
    Community Advisor
    skyehansenCommunity Advisor
    Community Advisor
    January 29, 2025

    yes, that's how it should work. Additionally, even though this filter works, remember that this is filtering specifically on the first person assigned, or the "primary assignee". If you wanted to filter on any assignee on your task, you would need to craft a different filter, and then use the same ampersand method to put it into the custom prompt.

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