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March 29, 2023
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View or Filer Needed

  • March 29, 2023
  • 1 reply
  • 786 views

I need help creating a view or filter

All my projects have several Parent tasks - when others filter by just there assigned tasks - they often get confused to which parent it belongs to and the other tasks under that parent 

 

Is there a way to have a filter that shows all my current tasks - their parent's task names - and any other tasks under that parent? 

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Best answer by The_Real_Melinda_Layten

To break this down the tasks you want are all the tasks that I'm assigned to, that tasks parent, and that  parent's child tasks.  

 

This is a task filter, I'd advise testing it first within a report so that nothing gets corrupted if the internet makes some formatting errors out of what was working for me in a quick test.

 

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=TASK
EXISTS:a:assignedToID=$$USER.ID
EXISTS:a:parentID=FIELD:parentID
OR:1:EXISTS:b:$$EXISTSMOD=EXISTS
OR:1:EXISTS:b:$$OBJCODE=TASK
OR:1:EXISTS:b:assignedToID=$$USER.ID
OR:1:EXISTS:b:parentID=FIELD:ID

 

So this reads show me all tasks where a task assigned to the user has the same parentID or the ID is that task's parentID

Same great Melinda, now @Freeman.com

1 reply

The_Real_Melinda_Layten
The_Real_Melinda_LaytenAccepted solution
New Participant
March 29, 2023

To break this down the tasks you want are all the tasks that I'm assigned to, that tasks parent, and that  parent's child tasks.  

 

This is a task filter, I'd advise testing it first within a report so that nothing gets corrupted if the internet makes some formatting errors out of what was working for me in a quick test.

 

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=TASK
EXISTS:a:assignedToID=$$USER.ID
EXISTS:a:parentID=FIELD:parentID
OR:1:EXISTS:b:$$EXISTSMOD=EXISTS
OR:1:EXISTS:b:$$OBJCODE=TASK
OR:1:EXISTS:b:assignedToID=$$USER.ID
OR:1:EXISTS:b:parentID=FIELD:ID

 

So this reads show me all tasks where a task assigned to the user has the same parentID or the ID is that task's parentID

Same great Melinda, now @Freeman.com

EMTFSAuthor
New Participant
March 29, 2023

Thanks! @the_real_melinda_layten 

 

That worked - one additional question - is there a way to make the parent task show up as larger font or highlighted? 

The_Real_Melinda_Layten
New Participant
March 29, 2023

Yep you can use conditional formatting if the number of children > 0.