Hello,
I have just taken over as Admin for this company's WF. Previously request queues were made but were not identified as such by the custom status. I am trying to make a report to see all projects acting as request queues but all the filters I have tried bring back nothing or too many. Anyone have a good solution?
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There are two kinds of projects that can be considered "Request Queues"
1. A project that is published as a queue and its name appears in the dropdown menu under "Request Type" after the user clicks the blue "Submit Request" button on the Requests landing page.
2. Sometimes, a project from #1 above will route requests to a different intake project that has limited access. Users ofter refer to these projects as queues also.
To pinpoint projects that fall into category 1 above (my personal nomenclature for these is "routing project"), you can use the "Published Queues" filter shown in the below screen capture.
To identify projects that fall into category 2 above (my personal nomenclature for these is "landing project"), you can use the below text mode:
EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=RRUL EXISTS:a:defaultProjectID=FIELD:ID statusEquatesWith=CUR PLN statusEquatesWith_Mod=in
I put all of our projects that are set as request queues into a portfolio titled "Request Queues." Maybe that would help you as well.
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That would be helpful, but first I am trying to find them all! Most appear to be located within the departmental portfolios, but I want to make sure I am not overlooking any. Once I do find them all I will put a Project status of "Request Queue" on them.
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There are two kinds of projects that can be considered "Request Queues"
1. A project that is published as a queue and its name appears in the dropdown menu under "Request Type" after the user clicks the blue "Submit Request" button on the Requests landing page.
2. Sometimes, a project from #1 above will route requests to a different intake project that has limited access. Users ofter refer to these projects as queues also.
To pinpoint projects that fall into category 1 above (my personal nomenclature for these is "routing project"), you can use the "Published Queues" filter shown in the below screen capture.
To identify projects that fall into category 2 above (my personal nomenclature for these is "landing project"), you can use the below text mode:
EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=RRUL EXISTS:a:defaultProjectID=FIELD:ID statusEquatesWith=CUR PLN statusEquatesWith_Mod=in
Thank you for these tips! I ended up finding very similar reports to both in the System Admin blueprint package of reports. One question, that customized filter for Published Queues- You did that AFTER the report creation, correct? When you view the report you chose to filter and "create new filter"? I don't see a Published Queues option in the filter abilities. Is this due to the type of report, whether it is a Project report or Queue report? I think I have what I need but its good to have all possible tools available!
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Ah. The example I shared is meant to be used with a Project report. (I often forget that Queue reports exist and go straight to Project reports.)
"Published Queues" is just the name I gave to a project filter. You can create the same filter directly on a Project report, but one best practice is to build your filters/views/groupings when looking at a list of projects, issues, users, etc. and then when making your report, just apply the f/v/g that you previously made. This makes it easier to apply those attributes to other reports in the future; or quickly apply changes to multiple reports that may share the same f/v/g.
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Good idea! I've been out of the WF ecosystem for over a year and I'm finding I need to relearn a lot of old practices along with many new ones! Totally forgot about the ability to create custom filters to apply to existing reports for a minute.
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