How can I show all tasks attributed to a user from 3 separate process models?

I'd like to have a task report which shows all tasks attributed to a user from 3 separate process models.
I can achieve this by setting the task report to the context of a user and filter by pm_id's however I noticed that pm_ids are environment specific so when I migrate the report forward to test and prod environments, the pm_ids are unreliable.
Any suggestions?

OriginalPostID-228611

OriginalPostID-228611

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  • @jarrods Then you can opt for the approach as suggested by @chetany.

    If your intention is to apply the filter while querying the Portal Report data, then add a column in your report with value as pm!id. In the filters of the a!queryProcessAnalyics(), you may add a filter on the newly added column(that has pm!id as value) as follows:
    a!queryFilter(field: "c5", operator: "in", value: fn!tointeger(cons!MY_PROCESS_MODEL_LIST))
    Documentation at https://forum.appian.com/suite/help/16.2/Task_Report_Tutorial.html (https://forum.appian.com/suite/help/16.2/Task_Report_Tutorial.html#Add_a_Predefined_Filter in particular) should be a good reference for you.

    If your intention is to apply the filter in the Portal Report itself, then add a column(let's call it as 'isTaskFromDesiredProcessModel') of type Boolean in your report with value as fn!contains(fn!tointeger(cons!MY_PROCESS_MODEL_LIST),pm!id). Then in the 'Filters' tab of the Process Report, add a filter on the newly added column as shown below: isTaskFromDesiredProcessModel = true.
    In this case, documentation at https://forum.appian.com/suite/help/16.2/Adding_Filters_to_Reports.html should act as a good reference.

    Please do let us know if you have any follow-up questions.
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  • @jarrods Then you can opt for the approach as suggested by @chetany.

    If your intention is to apply the filter while querying the Portal Report data, then add a column in your report with value as pm!id. In the filters of the a!queryProcessAnalyics(), you may add a filter on the newly added column(that has pm!id as value) as follows:
    a!queryFilter(field: "c5", operator: "in", value: fn!tointeger(cons!MY_PROCESS_MODEL_LIST))
    Documentation at https://forum.appian.com/suite/help/16.2/Task_Report_Tutorial.html (https://forum.appian.com/suite/help/16.2/Task_Report_Tutorial.html#Add_a_Predefined_Filter in particular) should be a good reference for you.

    If your intention is to apply the filter in the Portal Report itself, then add a column(let's call it as 'isTaskFromDesiredProcessModel') of type Boolean in your report with value as fn!contains(fn!tointeger(cons!MY_PROCESS_MODEL_LIST),pm!id). Then in the 'Filters' tab of the Process Report, add a filter on the newly added column as shown below: isTaskFromDesiredProcessModel = true.
    In this case, documentation at https://forum.appian.com/suite/help/16.2/Adding_Filters_to_Reports.html should act as a good reference.

    Please do let us know if you have any follow-up questions.
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