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08-10-2020 06:50 AM
Hello,
I am looking to create a report or dashboard of all the opened RITM against our assignment group with their associated tasks. Everything I few posts I have read indicate this cannot be done and I can create the opposite report (tasks and associated RITMS). I find this hard to be true?
We have RITMs that require multiple tasks to be completed for the RITM to be completed as such we would like to start with the RITMs that our customers have opened and then look at the associated tasks to get the current detailed status. I would love an interactive report somehow. Is this possible???
Thank you
Jason
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Agent Workspace
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Request Management
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08-11-2020 07:20 AM
Then maybe you should try hierarchical lists. They will let you expand any record in a list of RITMs and see the corresponding Tasks without having to navigate away from the RITM list.
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08-10-2020 07:02 AM
Hi Barton,
What you need to do is create a report using sc_task as the table. When you are selecting your data, you will notice that Requested Item is green. If you click on that you will see another icon above the < and > between the two lists. Clicking on that will allow you to access the the Item level data.
Hope that helps.
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08-11-2020 06:19 AM
So we cannot get the report I requested from the Req Item? As noted in my response above it is difficult to assess the stage doing this unless I am doing something wrong. I just want to be able to look at users' requests and see the associated stage and then easily drill down on the tasks if the Req Item is not completed.... but to do this I have to create a report on tasks and pull the Req Item out through the tasks? This just seems backwards, no?
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08-11-2020 06:32 AM
Yes, it looks backwards. The alternative is to build the view that others have suggested where you join sc_req_item and sc_task. From there, you can build your top level which will show the data about the various items. You can then add a drill down to your report so that when you click on an item it will show you the various tasks assigned to that item. That might be cleaner and easier to use.
Hope that helps.
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08-10-2020 07:03 AM
Hi,
create database view to combine data of both tables those are sc_task and sc_req_item.
thanks,
Manjusha

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08-11-2020 06:26 AM