Report open changes with all change tasks closed

[Jeremy46]

Hello,

I'm searching for a solution to create a report that shows all open changes in the state "Plan" where all underlaying change tasks are closed. I'll try to explain the need of this report:

In our instance we have the workflow configured that several change tasks will be generated automatically in the change state "Plan". My colleagues will finish and close all change tasks one by one. When the last change task is closed I would like to read all close notes from the change tasks and attached documents before I manually move the change to the next state (in our instance this means that I move the change to the state ("Authorize (Plan)")).

To get rid of opening all changes in the state "Plan" I like to create a report that shows all changes in the state "Plan" with all related change tasks closed. For example I attached a screenshot of one of those changes in the state "Plan" where all change tasks are closed. Can someone help me out please? I spend hours trying to create this report without any luck.

Thanks in advance!

Kind regards,

Jeremy

[Musab Rasheed]

Hi Jeremy,

Create a simple report like below on Change_Task table to achieve this, I have created one below. Mark my answer as correct if that helps.

[Jeremy46]

Hi Musab,

I created the report like you suggested but it doesn't did the magic I hoped. At the moment there are 23 changes in the state "Plan". With your conditions I still see all 23 changes in case of only the changes with all related change tasks closed.

See the attached print screens

1_3 and 2_3 --> Suggested report - end result is 23 changes

3_3 --> Prove of all open changes in state "Plan" - end result is 23 changes

Any idea how to do the magic?

Thanks in advance!

Kind regards,

Jeremy

[Dillon]

Hey @Jeremy46,

You should be able to do this by using related list conditions. See the screenshot below for the conditions. I used the OOB state of Scheduled instead of Plan.

Related list conditions only allow for Greater than, Less than, Equal to, Between, and None. This is why the report filters on change requests with no active change tasks, as opposed to filtering on change requests with only inactive change tasks. Which means this will also include change requests that have no change tasks, but if your workflow is designed so that there are always change tasks related to change requests in the Plan state, that shouldn't be an issue.

Hope that helps!

-Dillon