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Report to show updates by someone other than the Assigned To and System

sheree_kenner
Tera Contributor

Hello all,

I used to have a report at a different company that would show the Assigned To all ticket updates made by someone other than themselves or system, so they'd know an update arrived and needs to be reviewed. 

I've tried multiple ways but cannot seem to reproduce the report. Any ideas?

 

Thanks,
Sheree

1 ACCEPTED SOLUTION

Uncle Rob
Kilo Patron

You need 2 tools.  One is the "is different from" operator.  Next, you need to understand that you can't compare assigned to and updated by fields.  Assigned To is a reference.  Updated By is a system generated string.  Thus you need to dotwalk to the Assign To's user_id, which is the only thing that might match Updated By.

UncleRob_0-1732484344896.png

When using the "is different from" you MUST express it in the order of Assigned To.User ID - is different from - updated by.  If you start with updated by it will filter out the assigned to column and you can't dotwalk through it.

 

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12 REPLIES 12

You're not wrong.  If you're querying a field value, you can only query what it is RIGHT NOW.  
That's not just how Updated By works... its how all fields everywhere work.

If you wanted to do query all updates, by anyone, ever on a task, you'd have to use something like Metric Definitions to run against the Updated By field.... but I wouldn't recommend that unless your reason for doing so was absolutely business critical.  You'd have a preposterously large table in no time.

We were instructed to use the following table:

sheree_kenner_0-1749671098256.png

And "All>User Active = true>User is not empty" and it's providing the correct results. 

We also get more detailed reporting by task # and day of week off of:
Table: Time Card [time_card]

sheree_kenner_2-1749671311850.png

Selected columns:

sheree_kenner_1-1749671258787.png

Hope this helps someone else.

 

Yep - that's why we're looking for the sys_audit type data of any notation of a record being updated by x team member. We want to be able to do it by manager or team, so it filters out anything that's unrelated like system or external client updates. Filtering out via all of the exceptions just isn't feasible for large amounts of data. I'll keep pursuing. Thanks!

You could swap the first condition for Assigned_To.email if your updated /created by fields are storing emails instead of id's

Thank you for your replies. That's what I've asked our devs to do. If it's a known user in SN, store it as their User Name like they do with Assigned To's. Otherwise, store as email if it's an external email address. Not sure how else to accomplish what we need. We want to know how many Assigned To, Updated By, Resolved By, and Closed By for each person who touches a record.

We have a ton of filtering to do to try and figure out how many updates folks made to their records with the way it is now.