Hey all,
Hoping to get some pointers on a specific reporting request we have. We want to generate a report that shows Parent and Child Tasks organized together - for example, Incidents and Incident Tasks for a given team. I know how to pull that data together itself, but it's been a bit cumbersome to try and get everything to show cleanly. Specific asks:
- Is there any way to group records by Incident#, with Incident Tasks nested under their parent incident? Grouping by Incident # works for the tasks, but the Incident don't have "Incident Number", just "Number".
- If we pull this data directly from the Task table, there are redundant columns that show for each table type as seen in this screenshot. Is there any way to consolidate those?
I'm sorry, I may not be explaining what we want to accomplish very well.
Here's an example screenshot - I'm looking at the Task table and filtering to only Incidents and Incident Tasks. I want to group Incidents and Incident Tasks together under the Incident/Parent Incident number, but i'm having trouble with consolidating everything under Incident Number. The Incident has <number>, and the Incident Task has <Incident>. The Incident Task has <Parent -> Number>, but the Incident doesn't have a parent.
