Report to pull in my team's task if all other tasks on the parent are closed
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03-05-2024 09:06 AM
Hello,
I am trying to develop a report that would essentially be a task list for my team's Assignment Group. In the case all other tasks on the parent are closed except my teams, I would like to pull in my team's task into a report to throw in a dashboard.
Any ideas on the OOTB logic that I would have to include to capture something like this?
Closest I've gotten is the below criteria which is basically the inverted of my ask. Although it is pulling all closed tasks, it is also pulling records that have open tasks on the parent. Thank you in advance!
Source = Demand Task Table
Parent = Demand
All>
Parent Portfolio [Demand] = My Team's Portfolio> // My teams work
State in (Closed Complete, Closed Incomplete, Closed Skipped)> // Trying to capture the Closed Tasks
Parent Active = true> // Only want to review if the parent is active
Category not in "My Team's Assignment Group"> // To Pull All other Assignment Groups
Demand State in (Draft, Submitted, Screening, Qualified, Approved) // Valid states we would want to review