How to create a breakdown based on Task Type?

[David Hepburn]

For PA Indicators based on the [task] table (and child tables), how does one create a Task Type breakdown?

[David Hepburn · Accepted solution]

Since Task Type is not a standard reference field in the [task] table, determining the setup for a Task Type breakdown can prove difficult. There was a post a few years ago here; however, we discovered an easier way to do it.

To create a Task Type breakdown, follow these steps. 

Create Breakdown Source (1)

• Name:  Task Type
• Facts Table:  [sys_choice]
• Field:  SysID
• Conditions:
  • element is sys_class_name
  • language is en
  • inactive is false

Create Breakdown (2)

• Type:  Automated
• Name: Task Type
• Breakdown Source:  Task Type

Breakdown Mapping (3)

• Facts Table:  [task]
• Field:  Task Type

Add entries to the sys_choice_ table  (4)

• Create one sys_choice record for each Task Type that needs to appear in the breakdown list.
• Each record will look like this:
  • Table:  Incident
  • Element:  sys_class_name
  • Language:  en
  • Label:  Incident
    • notice the capital letter at the beginning
  • Value:  incident
    • this is the table name again
  • Sequence:  (this determines the location of this table in the list of breakdown options)
• Your sys_choice table should look something like (5) when finished

Associate this breakdown with Indicators

• The Indicator Source must be looking at the [task] table

Finished, working breakdown will look like (6)

[Ivan Lybbert]

Thanks @David Hepburn , this was extremely helpful!