Create project report filter to only show projects that don't have any tasks that match my custom criteria | Community
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Jeremy_Seattle
New Participant
August 15, 2023
Solved

Create project report filter to only show projects that don't have any tasks that match my custom criteria

Hello,

 

Here's what a I want from my project report:

1st criteria: Only show projects from my teams portfolio

2nd criteria: Only show projects that are in work

3rd criteria: Only show projects where the following statement is FALSE for each task: (task is in work AND "My custom task field" = "Custom value")

 

I can't seem to work that 3rd criteria in.  I've tried a number of different ways to accomplish this in text mode but i haven't found a solution that works.

 

 

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lgaertner
lgaertnerAccepted solution
Level 9
August 15, 2023

Hello Jeremy,

 

I hope this text mode will lead you in the right direction:

 

EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=TASK EXISTS:a:DE:<customFieldName>=abc123 EXISTS:a:projectID=FIELD:ID EXISTS:a:status=INP

 

Regards

Lars

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2 replies

lgaertner
lgaertnerAccepted solution
Level 9
August 15, 2023

Hello Jeremy,

 

I hope this text mode will lead you in the right direction:

 

EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=TASK EXISTS:a:DE:<customFieldName>=abc123 EXISTS:a:projectID=FIELD:ID EXISTS:a:status=INP

 

Regards

Lars

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Jeremy_SeattleAuthor
New Participant
August 16, 2023

It sure did!  Thank you.  That was a huge help.  Here is the code I used:

 

AND:a:EXISTS:a:$$EXISTSMOD=NOTEXISTS
AND:a:EXISTS:a:$$OBJCODE=TASK
AND:a:EXISTS:a:DE:<my custom field>=<a specific value>
AND:a:EXISTS:a:projectID=FIELD:ID
AND:a:EXISTS:a:status=INP
EXISTS:a:$$EXISTSMOD=NOTEXISTS
EXISTS:a:$$OBJCODE=TASK
EXISTS:a:DE:<my custom field>=<a specific value>
EXISTS:a:projectID=FIELD:ID
EXISTS:a:status=NEW
portfolioID=<my portfolio id>
portfolioID_Mod=in
status=CUR
status_Mod=in

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