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Text Mode Help

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Level 2

Text mode is my kryptonite! 

 

We use alot of automation in our workflows. I am trying to create a new dashboard view representing specific elements tied to our automation scenarios. We have parent tasks that represent our collateral routing channels in a more holistic project. Within those channels we have many nested tasks as well as assignees. I need to represent the global channel collateral status but with specific assignees within the nested tasks (we call them route owners and they can change depending on the type of collateral routing as well as have more than one route owner). Is there a way to pull specific assignees in at this more global level? We do have assignees to specific job roles and we also have tagging on the specific tasks that I need to point to to get the assignee. 

 

Any help would be much appreciated. Thank you! 

2 Replies

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Community Advisor

Have you tried running an assignment report? This will give you specific assignment information vs task information. 




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Administrator

@TaraMc2 Hi there, just checking in. Were you able to get this resolved? If one of the replies above helped, even if it didn’t fully solve the issue but pointed you in the right direction, marking it as accepted can still guide others who may face a similar question. And if you discovered another way to fix it, sharing your approach would be a big help to the community. Your follow-up not only closes the loop but also ensures others benefit from your experience. Thanks again for being part of the conversation!



Kautuk Sahni