Text mode for task report to exclude tasks from programs containing certain words

[NickVa1]

Hi WF Community,

I'm looking to create a task report that excludes tasks from projects that belong to programs with the words "Non-Billable" in the program name.

The closest I've gotten on this is with the following text mode filter:

EXISTS:1:$$EXISTSMOD=NOTEXISTS
EXISTS:1:$$OBJCODE=PROJ
EXISTS:1:ID=projectID
EXISTS:1:ID_Mod=in
EXISTS:1:program:name=Non-Billable
EXISTS:1:program:name_Mod=cicontains

It doesn't error when I run the report, but it doesn't filter out tasks from programs containing "Non-Billable" in the program name

Any ideas on where I might be going astray?

Thanks!
Nick

[skyehansen]

I think you should just go with:

EXISTS:1:$$OBJCODE=PROJ
EXISTS:1:ID=projectID
EXISTS:1:ID_Mod=in
EXISTS:1:program:name=Non-Billable
EXISTS:1:program:name_Mod=cinotcontains

[NickVa1]

Thanks, Skye.  That looks logical, and the report doesn't error out, but it turns up zero records when run.  I tried taking out the "ci" (case insensitive), but same result.

[skyehansen]

that's interesting. I got mine working yesterday -- I didn't use "billable" but I used the word "ad hoc" which turns up quite often. Obviously we're rather high volume, so I put in a task entry date filter for "today" so I could test with a smaller subset, but I tried both exists and notexists and these turned up two separate sets of tasks, one with tasks in ad hoc programs, and the other without. 

I did put in a column in the view, so I could see the task program names that are being pulled in. Other than this and without knowing your full set of filters, I can't comment, but I would definitely suggest you submit a case to support since I have heard that they love helping with reporting issues... 

[NickVa1]

Odd, eh?!

I stripped the filter down to remove the couple other straightforward criteria I had in there, so that it just contained the rejigged EXISTS code you suggested, and it didn't work.

I'll reach out to support.
Appreciate the time, thanks!

[NickVa1]

For anyone referencing this in the future, here is the final text mode that worked:

EXISTS:1:$$OBJCODE=PROJ
EXISTS:1:ID=FIELD:projectID
EXISTS:1:ID_Mod=in
EXISTS:1:program:name=Non-Billable
EXISTS:1:program:name_Mod=cinotcontains

Thanks Skye for getting me on the right path.  The only item missing from your original suggestion was "FIELD" in the second row.

[skyehansen]

d'oh! -- typo.... I copied from your original code instead of from my test sample because I was too lazy to retype "Non billable"