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shirinshaikh
New Participant
April 2, 2025
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Report filter based on task name & status combination

  • April 2, 2025
  • 2 replies
  • 1304 views

Hello,

I need to create a report to filter out 2 specific tasks:

1) Task 1 - Asset Audit

2) Task 2 - Build

 

I want to filter out projects where Task 2 is in progress and Task 1 is not complete.

Task 1 - Actual end date is blank & Task 2 - Actual start end is not blank

 

When I tried "OR" in the filter, it either shows Task 1 / Task 2. I need to filter out the combination of task 1 + status & task 2 + status. 

 

Is there a way to create a filter for this combination?

Best answer by skyehansen

Starting a new thread to address clarifications made by the OP

 

EXISTS:a:$$OBJCODE=TASK
EXISTS:a:actualStartDate_Mod=notnull
EXISTS:a:name=build
EXISTS:a:name_Mod=cicontains
EXISTS:a:projectID=FIELD:projectID
EXISTS:b:$$OBJCODE=TASK
EXISTS:b:actualCompletionDate_Mod=isnull
EXISTS:b:name=asset audit
EXISTS:b:name_Mod=cicontains
EXISTS:b:projectID=FIELD:projectID

2 replies

skyehansen
skyehansenAccepted solution
New Participant
April 4, 2025

Starting a new thread to address clarifications made by the OP

 

EXISTS:a:$$OBJCODE=TASK
EXISTS:a:actualStartDate_Mod=notnull
EXISTS:a:name=build
EXISTS:a:name_Mod=cicontains
EXISTS:a:projectID=FIELD:projectID
EXISTS:b:$$OBJCODE=TASK
EXISTS:b:actualCompletionDate_Mod=isnull
EXISTS:b:name=asset audit
EXISTS:b:name_Mod=cicontains
EXISTS:b:projectID=FIELD:projectID

    S
    shirinshaikhAuthor
    New Participant
    April 7, 2025

    This worked, thank you @skyehansen 

    Sven-iX
    Sven-iX
    New Participant
    April 2, 2025

    Why are you using an OR filter? Your definition above sounds like you want to AND the 2 conditions? 

    S
    shirinshaikhAuthor
    New Participant
    April 3, 2025

    Hi @sven-ix That is correct. We need to use AND. However, with that I'm unable to specify for which task I need the completion date and which should have only start date.

     

    Could you please suggest if there is a way I could do that?

     

    Sven-iX
    Sven-iX
    New Participant
    April 3, 2025

    Pls share what type of report this is and your current filter

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