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View or Filer Needed

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Level 2

I need help creating a view or filter

All my projects have several Parent tasks - when others filter by just there assigned tasks - they often get confused to which parent it belongs to and the other tasks under that parent 

 

Is there a way to have a filter that shows all my current tasks - their parent's task names - and any other tasks under that parent? 

1 Accepted Solution

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Correct answer by
Level 4

To break this down the tasks you want are all the tasks that I'm assigned to, that tasks parent, and that  parent's child tasks.  

 

This is a task filter, I'd advise testing it first within a report so that nothing gets corrupted if the internet makes some formatting errors out of what was working for me in a quick test.

 

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=TASK
EXISTS:a:assignedToID=$$USER.ID
EXISTS:a:parentID=FIELD:parentID
OR:1:EXISTS:b:$$EXISTSMOD=EXISTS
OR:1:EXISTS:b:$$OBJCODE=TASK
OR:1:EXISTS:b:assignedToID=$$USER.ID
OR:1:EXISTS:b:parentID=FIELD:ID

 

So this reads show me all tasks where a task assigned to the user has the same parentID or the ID is that task's parentID

Same great Melinda, now @Freeman.com

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3 Replies

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Correct answer by
Level 4

To break this down the tasks you want are all the tasks that I'm assigned to, that tasks parent, and that  parent's child tasks.  

 

This is a task filter, I'd advise testing it first within a report so that nothing gets corrupted if the internet makes some formatting errors out of what was working for me in a quick test.

 

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=TASK
EXISTS:a:assignedToID=$$USER.ID
EXISTS:a:parentID=FIELD:parentID
OR:1:EXISTS:b:$$EXISTSMOD=EXISTS
OR:1:EXISTS:b:$$OBJCODE=TASK
OR:1:EXISTS:b:assignedToID=$$USER.ID
OR:1:EXISTS:b:parentID=FIELD:ID

 

So this reads show me all tasks where a task assigned to the user has the same parentID or the ID is that task's parentID

Same great Melinda, now @Freeman.com

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Level 2

Thanks! @The_Real_Melinda_Layten 

 

That worked - one additional question - is there a way to make the parent task show up as larger font or highlighted? 

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Level 4

Yep you can use conditional formatting if the number of children > 0.