Report filter for Favorite projects

Forum|Forum|4 years ago
January 7, 2022
9 replies
1172 views

I would like to be able to create a report that only shows data for projects I have favorited. This list would be dynamic as projects are added and removed from favorites over time.

I don't own my projects, and I'm a resource on some projects that I'm not interested in tracking in detail. My favorites list is the list of projects I would like to appear in some of my reports.

Doug_Den_Hoed__AtAppStore

New Participant

That is awesome Chloe,

I'm glad it's doing the trick, and yep: this one is a must have for everyone who uses Favorites.

Regards,

Doug

ChloeWYAuthor

New Participant

@doug_den_hoed__atappstore , just wanted to thank you again for this! My project load has been changing a lot lately, and having my dashboard automatically update based on which projects I have favorited is so helpful!

CynthiaBoon

Employee

Thank you both! Adding it to this month's Hot Topics post!

Doug_Den_Hoed__AtAppStore

New Participant

I agree @chloewy -- thanks for the excellent challenge, and enjoy!

Regards,

Doug

ChloeWYAuthor

New Participant

@doug_den_hoed__atappstore This is amazing!! Thank you so much to you and your colleagues! I can finally use this instead of manually updating my reports every time I add or remove something from my favorites. Thank you!

Doug_Den_Hoed__AtAppStore

New Participant

Ah: right you are @chloewy,

After some experimenting with a couple of very smart colleagues (#tipofmyhat @william-- and @katherinela), I invite you to switch your My Favorite Projects Tasks Task filter to textmode and try this:

EXISTS:1:$$EXISTSMOD=EXISTS
EXISTS:1:$$OBJCODE=FVRITE
EXISTS:1:objID=FIELD:projectID
EXISTS:1:userID=$$USER.ID

Similarly, this My Subscribed Projects Tasks task filter is returning tasks of projects that the active user is subscribed to, given there is a limit of how many favorites a user can create (as @j_hobbs was seeking):

EXISTS:1:$$EXISTSMOD=EXISTS
EXISTS:1:$$OBJCODE=SUBSCR
EXISTS:1:projectID=FIELD:projectID
EXISTS:1:subscriberID=$$USER.ID

*** These above two Task filters are AWESOME, so I encourage everyone who finds this thread to take note and put them to good use! ***

@cynthiaboon, tagging you with an invitation to lift this up among your next Helpful Links update.

Regards,

Doug

ChloeWYAuthor

New Participant

@doug_den_hoed__atappstore , I'm trying to make task reports that only pulls tasks from projects I have favorited. I believe what you shared shows a list of favorited projects. Please correct me if I'm wrong.

Doug_Den_Hoed__AtAppStore

New Participant

Hi @chloewy,

I invite you to roll your own My Favorite Projects filter as below.

Regards,

Doug