Hello @Erins7487 -
Not sure if you have found a solution yet as this post is over a month old.
But if you have not found a solution yet, I believe you need to do the following, by adding a secondary view/related list conditions to your report.
To start, the Data tab -> source type would be Table, and of course you would select the Employee Relations Case as your table.
Once you have that, you can make your condition for the TOP layer table which is your ER Case Table. Then scroll down a bit and under Related List Conditions, select table Allegation -> HR Case. Then click on the Greater than or Equal to link and change that to None.
Should look like this:
Save the report as this, and then click run (it may run automatically after you click save).
You will get a list view of records below -
Open a few of the records in a new tab to be sure that it shows proper data (ER Cases with no Allegations assigned to them). Right-click on the info icon next to the record and open in a new tab:
Once on the ER Record, scroll down to make sure there are no Allegations:
Notice the Parent HR case is the same one referenced in the screenshot above.
I ran a quick test on this - I originally had 127 records come back. I grabbed one case, added an allegation to it and re-ran my report. It went to 126 and that case I tested with was gone from the report.
I do hope this helps and works for you!
Keep us posted!
-Rob
Hello @Erins7487 -
Not sure if you have found a solution yet as this post is over a month old.
But if you have not found a solution yet, I believe you need to do the following, by adding a secondary view/related list conditions to your report.
To start, the Data tab -> source type would be Table, and of course you would select the Employee Relations Case as your table.
Once you have that, you can make your condition for the TOP layer table which is your ER Case Table. Then scroll down a bit and under Related List Conditions, select table Allegation -> HR Case. Then click on the Greater than or Equal to link and change that to None.
Should look like this:
Save the report as this, and then click run (it may run automatically after you click save).
You will get a list view of records below -
Open a few of the records in a new tab to be sure that it shows proper data (ER Cases with no Allegations assigned to them). Right-click on the info icon next to the record and open in a new tab:
Once on the ER Record, scroll down to make sure there are no Allegations:
Notice the Parent HR case is the same one referenced in the screenshot above.
I ran a quick test on this - I originally had 127 records come back. I grabbed one case, added an allegation to it and re-ran my report. It went to 126 and that case I tested with was gone from the report.
I do hope this helps and works for you!
Keep us posted!
-Rob
