Filter Active Incidents where ALL Incident Tasks are Closed

licmartinez
Mega Contributor

3 weeks ago

Hi everyone,

I need help setting up a filter or report for the following use case:

  • Goal: Show Active Incidents where ALL associated Incident Tasks are Closed.

  • Condition: If any Incident Task remains open, the Incident must be filtered out.

Example:

  • Incident A has 2 Tasks (1 Open, 1 Closed)  Filtered OUT

  • Incident B has 2 Tasks (2 Closed) Included

I saw previous suggestions from @ajmalmuhamm and @Tanushree Maiti mentioning this might not be achievable natively, and many older workaround threads seem outdated now that we are using the updated Platform Analytics interface.

Has anyone successfully implemented this logic in Platform Analytics recently, or is there a recommended strategy (e.g., script, related list condition, or database view) to achieve this?

Thanks in advance for any insights!

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2 REPLIES 2

Kieran Anson
Kilo Patron

3 weeks ago

Hi,

This is achievable using a related list condition which can be achieved in scripts using an RLQuery, or via platform analytics via the related list condition section.

 

Have you tried these? You've mentioned the related list condition. Was that insufficient?

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licmartinez
Mega Contributor
In response to Kieran Anson

3 weeks ago

  • Test 1: We attempted to apply a Related List Condition (RLQUERY) on the base incident table, setting the incident_task count to Equal to 0 for active tasks.

  • Test 2: We attempted a secondary Related List Condition on the incident table, setting the incident_task count to Greater than or equal to 1 for closed tasks.

  • Test 3: We attempted a "Bottom-Up" reporting method by querying the incident_task table directly and using a dot-walked "Group by" on the parent Incident field.

    none of them work

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