Filter Incident Tasks by the Group that assigned the task

[geoffmx]

I am attempting to run a report that shows all open incidents in a specific group (for example "Main_Group"), and the state of the Incident Tasks associated with each incident.

At the moment if we want to know if Incident Tasks that we've opened to multiple teams (For example, Team1, Team2, Team3) have been completed, we have to go in to each incident manually and then check the Incident Task state.

The Incident Task table does not seem to provide an option to show the group  ("Main_Group") that assigned tasks to Team1, Team2, and Team3.

In other words, I am able to see  the Tasks assigned to these teams, but have not found a way to filter out (by group name) the tasks that were assigned to them by "Main_Group"

Any help will be much appreciated.

Thanks!

Geoff

[DirkRedeker]

Hi

I have an idea, about how you can view the needed data. 

You can create a custom List view on the task table, and add the needed fields from incident table by dot walking to them in the 'configure/list layout' definition.

Then, you can filter the tasks, but also have the incident information on the list. 

Let me know if that answered your question and mark my answer as correct and helpful, please. 

BR 

Dirk 

[geoffmx]

Hello Dirk,

Thanks  for your response!

Does creating a "custom List view" require admin access? Not sure if I can get admin access in my org if all I'm looking for is incident / task status.

I am able to pull the incident table and the task table via the api. I can also create a report for the tables from the web portal. Either way, the tables do not seem to have a link between an incident and its task status. 

Thanks!

Geoff

[geoffmx]

I don't see an option to create a custom List view. I have "List Controls", "Show/hide filter", and "Personalize List"

I'm looking to get these columns in one view:
Incident, Description, Opened by, Created, Work notes, Updated By Full Name, Comments and Work notes, Closed by, Closed, Close notes, Number, Opened, Short Description, State, Assignment group, Assigned to, Updated, Updated by

I can get this via a report, however this doesn't show the Incident "Assignment group", it only has the Task "Assignment group", which doesn't help what I'm attempting to achieve.

I want to be able to see Incident "Assignment group", as well as Tasks "Assignment group" in the same view.