Create Interactive filter for Project Manager on Time Card Report

Prabhh
Kilo Guru

Hello,

We need to create an interactive filter to filter the Time Card report based on Project Manager.

I have created an interactive filter on sys_user table and tried to dot walk through Top Task field on Time card but it is not displaying Project Related fields:

find_real_file.png

I am able to filter out the Time cards from List view as there is an option to go to Project fields from Top Task using Project(+) but it is not available for Interactive filter Reference.

find_real_file.png

Please let me know if any one have any idea to achieve it.

-Prabhh

1 ACCEPTED SOLUTION

Roel3
Mega Guru

Hi Prabhh,

Unfortunately it is not possible to select extended tables in that picker for interactive filters.

I do have an undocumented feature/work around for this. You need to open the interactive filter and do list editing on the reference field for that relevant entry, so in the related list of the interactive filter. When doing the list edit you would need to type the complete technical name of the relation correct. I believe it was;

top_task.ref_pm_project.project_manager

Regards roel

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4 REPLIES 4

Roel3
Mega Guru

Hi Prabhh,

Unfortunately it is not possible to select extended tables in that picker for interactive filters.

I do have an undocumented feature/work around for this. You need to open the interactive filter and do list editing on the reference field for that relevant entry, so in the related list of the interactive filter. When doing the list edit you would need to type the complete technical name of the relation correct. I believe it was;

top_task.ref_pm_project.project_manager

Regards roel

Thank you @Roel 

It worked!! 🙂

 

- Prabhh

kbleavins
Tera Contributor

I'm having trouble getting this to work. 
Instead of time cards, I want to do this for a project survey and be able to filter by project manager. 

I put the same path I use for a report.
asmt_metric_result.instance.task.project_manager

kbleavins_1-1720019030153.png

 

This has no effect on the dashboard results.

 

Thank you for your assistance.

 

 

That is probably due to the fact that the 'task' table does not have a project manager column. Could you try the following?

asmt_metric_result.instance.task.ref_pm_project.project_manager