I need help to create a report that shows the RITM record and the tasks associated with them

nico2 · ‎04-13-2018

Hello,

I need help to create a report that shows the RITM record and the tasks associated with them, I have the first part correct.

I'm unable to add the task and task.description that are associated to the RITM record. Any ideas are welcome.

See attachment.

Dennis R · ‎04-14-2018

Are you sure you don't mean the Catalog Task [sc_task] table instead of the Task [task] table? It's a bit confusing because catalog tasks are numbered with the prefix TASK, but I think that's the actual table you're looking for.

Run your report against that table and include the Request Item, Number, and Short Description columns. For the filter, if you want to filter on the task fields, that's easy enough. If you want to filter on the requested item fields (such as filtering out any tasks that belong to closed requested items), just scroll all the way down to the bottom and select Add Related Fields, then choose Request Item==>Requested Item fields, then choose the field on the requested item table you want to filter on (for example, State).

Hope this helps,
--Dennis R

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Mike Patel · ‎04-13-2018

Do something like below

patricklatella · ‎12-17-2019

Hi Mike,

I'm trying to something similar, running into an issue...maybe you see an easy fix?

I need to have a list report that shows both INCs and RITMs. So I'm creating a report on the [task] table and using "Task type" to designate Incident and RITM, however for one of the conditions I need to select a value for "State" on incident that is not showing up in the choices. The choice is "New", which is an option for "State" on the [incident] table, however it's not appearing in the report conditions options for "State". My screen shot shows "Open", but in the dropdown "New" is not there. I'm also trying the "Incident(+)", but same issue..."New" is not appearing as an option. Any suggestions? thanks!

Mike Patel · ‎12-17-2019

You need to select Incident State field not State.

See below

patricklatella · ‎12-17-2019

of course...thanks Mike!