Can you report on upcoming Tasks (Successors)? | Community
Skip to main content
D
DanaLa3
New Participant
August 22, 2025
Question

Can you report on upcoming Tasks (Successors)?

  • August 22, 2025
  • 1 reply
  • 220 views

I trying to enhance our current WF reports that list out Parent tasks along with all of their children or sub tasks. I have that figured out but I've had a request to enhance reporting where it would show the Parent task but also any upcoming successor tasks(or the next one lin line) and their status. This would help users see which task is next in line or how many children tasks are upcoming. 

1 reply

RandyRoberts
RandyRoberts
New Participant
August 22, 2025

Yes. Here's how I do it:

Successor(s) description=Task#, name, assigned to, planned completion date displayname=Successor(s) listdelimiter=<br> listmethod=nested(successors).lists styledef.case.0.comparison.icon=false styledef.case.0.comparison.leftmethod=handoffDate styledef.case.0.comparison.lefttext=handoffDate styledef.case.0.comparison.operator=notnull styledef.case.0.comparison.operatortype=date styledef.case.0.comparison.righttext= styledef.case.0.comparison.trueproperty.0.name=bgcolor styledef.case.0.comparison.trueproperty.0.value=f9f9f9 styledef.case.0.comparison.truetext= type=iterate valueexpression=CONCAT("(Task#: ",{successor}.{taskNumber},") - ",{successor}.{name}," - ",{successor}.{assignedTo}.{name}," - ",{successor}.{plannedCompletionDate}) valueformat=HTMLPredecessor(s) description=Task#, name, assigned to, planned completion date displayname=Predecessor(s) listdelimiter=<br> listmethod=nested(predecessors).lists styledef.case.0.comparison.icon=false styledef.case.0.comparison.leftmethod=handoffDate styledef.case.0.comparison.lefttext=handoffDate styledef.case.0.comparison.operator=notnull styledef.case.0.comparison.operatortype=date styledef.case.0.comparison.righttext= styledef.case.0.comparison.trueproperty.0.name=bgcolor styledef.case.0.comparison.trueproperty.0.value=f9f9f9 styledef.case.0.comparison.truetext= type=iterate valueexpression=CONCAT("(Task#: ",{predecessor}.{taskNumber},") - ",{predecessor}.{name}," - ",{predecessor}.{assignedTo}.{name}," - ",{predecessor}.{plannedCompletionDate}) valueformat=HTML

TIP: if this solves your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.
If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/mysocalledideas

Terms & ConditionsAccessibility statement

Loading footer...