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TravisGrogan1
TravisGrogan1
New Participant
March 20, 2024
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Help with Exists Filter - Program Report

  • March 20, 2024
  • 1 reply
  • 650 views

I'm admittedly pretty terrible with the EXISTS filter. Trying to get better of course.

 

Can anyone tell me what I'm doing wrong?

 

I'm running a PROGRAM report, and I'm trying to pull in PROGRAMs that have PROJECTs where a PROJECT level custom date field is within a range.

 

Here's what I'm trying to use:

 

EXISTS:A:$$EXISTSMOD=EXISTS
EXISTS:A:$$OBJCODE=PROJ
EXISTS:A:DE:project:<custom date field>=2024-01-01T00:00:00:000
EXISTS:A:DE:project:<custom date field>_Mod=between
EXISTS:A:DE:project:<custom date field>_Range=2024-12-31T00:00:00:000
EXISTS:A:project:program:ID=FIELD:ID

 

Just returns an error.

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Best answer by skyehansen

your understanding needs to be that you are creating a connection TO the project object in order to run searches on it. As such, a lot of your "project" mentions are not applicable. You also have a bit of the wrong syntax (again, look to what would normally show up in a project report if you have ANY questions at all).

 

Here's an example or two:

 

if on your project report, youfilter on the program ID field, and switch to text mode, you'll see the filter is referencing a field called programID. You have this in your exists filter as "project:program:ID" -- please use programID instead.

 

if on your project report you filter on a particular custom field, and switch to text mode, you might see the filter is referencing a "DE:customfield". So, no need to put the "project" part in, if that's the case.

 

TLDR: build the filter as you normally would in a project report, then switch to text mode and add exists:a: in front of your filtering lines. Also use the project report to discover what syntax you should be using.

1 reply

skyehansen
skyehansenAccepted solution
New Participant
March 20, 2024

your understanding needs to be that you are creating a connection TO the project object in order to run searches on it. As such, a lot of your "project" mentions are not applicable. You also have a bit of the wrong syntax (again, look to what would normally show up in a project report if you have ANY questions at all).

 

Here's an example or two:

 

if on your project report, youfilter on the program ID field, and switch to text mode, you'll see the filter is referencing a field called programID. You have this in your exists filter as "project:program:ID" -- please use programID instead.

 

if on your project report you filter on a particular custom field, and switch to text mode, you might see the filter is referencing a "DE:customfield". So, no need to put the "project" part in, if that's the case.

 

TLDR: build the filter as you normally would in a project report, then switch to text mode and add exists:a: in front of your filtering lines. Also use the project report to discover what syntax you should be using.

TravisGrogan1
TravisGrogan1Author
New Participant
March 20, 2024

Thank you Skye!

Here's what I ended up with that worked! This pulls in PROGRAMs to the report where any project within the PROGRAM has the custom date set between 1/1/24 and 12/31/24. (you do not need the carrots (<>), they are just there for emphasis in the forum post. 😄 )

 

EXISTS:A:$$EXISTSMOD=EXISTS
EXISTS:A:$$OBJCODE=PROJ
EXISTS:A:DE:<custom date field>=2024-01-01T00:00:00:000
EXISTS:A:DE:<custom date field>_Mod=between
EXISTS:A:DE:<custom date field>_Range=2024-12-31T00:00:00:000
EXISTS:A:programID=FIELD:ID

 

 

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