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A
amikb0002
February 9, 2024
Question

Task report filtered by task owner/ assigned group member

  • February 9, 2024
  • 18 replies
  • 1 view

Hello All- 

There is a requirement to display all the tasks name along with other details in an interface and the data should be filtered by the task owner/ assigned group. When task owner or the user of the assigned group logs in, the user should be able to view all the details along with the tasks which are assigned to the user. 

I am using query process analytics to fetch details from a task report within read-only grid. Any advice? TIA

    18 replies

    konduruc733182
    konduruc733182
    February 9, 2024

    Hello [mention:0605253b3b7b43d8985e38634d2a05e6:e9ed411860ed4f2ba0265705b8793d05] 

    Sounds right. Are you facing any problem in implementing this?

    A
    amikb0002Author
    February 9, 2024

    Sorry I missed to ask what I am looking for. I would like to know if there is any way to use the owner/ group name in the query so I can filter the data based on assigned user/ member of the group when the user logs in. 

    konduruc733182
    konduruc733182
    February 9, 2024

    You will have to create task report and add a field for the owner/assignee in the configuration if not present . Once you get the column added take the column identifier such as c2, or c5 or so and add the field in your query and in the value ri!variable or loggedInUser.

    In the Report Designer click on edit and select the Owner/Assignee in the show column

    In your query add the field/column Name

    ri!user will contain the value as loggedInUser.

    If you are not unable to find the column name you can find it without adding the indexing of data.

    Field from the dictionary will be your field value.

    harshitb6843
    harshitb6843
    February 9, 2024

    This blog of mine should help you understand the complete procedure, including filtering part - appianspace.com/.../

    stefanhelzle0001
    stefanhelzle0001
    Brainy
    February 9, 2024

    I suggest to use a slightly different approach. Trying to add a query filter that handles all the assignment and group complexity will not work.

    Use a process of type "Tasks per User". Then Appian will do all the filtering for the logged in user, including group memberships etc. If you then need to filter for tasks in specific processes, add the process model UUID to the report and filter by the models you need.

    A
    amikb0002Author
    February 9, 2024

    Use a process of type "Tasks per User". Can you pls elaborate? 

    peter.lewis
    peter.lewis
    Employee
    February 12, 2024

    Yeah this is definitely the easiest way to do it. Assuming that you always want to show the loggedInUser their current tasks, all you have to do when creating your task report is:

    1. Choose "Create from Scratch"
    2. Select Report Type = Task
    3. Select Context Type = Tasks attributed to user

    Once you do this, the task report will automatically show all the tasks assigned to the loggedInUser, and you don't have to do any additional filtering.

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