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Report: Combined Task and Issue View and Grouping

This Work Item report shows both tasks and issues which users have accepted to work on in one report. It is best when combined with a custom grouping. 

NOTE The Work Item view displays only tasks and issues that have been accepted by the users assigned to them. This report does not display work items that have not been moved from the Work Requests or Team Requests lists into the user's Working On list. 

work_item_report.png

To build a report with this view:

  1. Navigate to the Reporting area in your Global Navigation Bar.
  2. Click New Report and select the object Work Item from the drop-down menu.
  3. In the Column Preview area, click the header of the only column displayed.
  4. Click Switch to Text Mode.
  5. Mouse over the text mode area, and click Click to edit text.
  6. Remove the text you find in the Text Mode box, and replace it with the following code:

    column.0.description=Task or Issue

    column.0.name=Issue or Task

    column.0.shortview=false

    column.0.stretch=0

    column.0.textmode=true

    column.0.type=image

    column.0.valueexpression=IF(ISBLANK({opTaskID}),'Task','Issue')

    column.0.valueformat=

    column.0.width=40

    column.1.description=Task or Issue Name

    column.1.isInlineEditable=false

    column.1.link.linkproperty.0.name=ID

    column.1.link.linkproperty.0.valuefield=task:ID

    column.1.link.linkproperty.0.valueformat=string

    column.1.link.lookup=link.view

    column.1.link.valuefield=task:objCode

    column.1.link.valueformat=val

    column.1.listsort=nested(task).string(name)

    column.1.name=Name

    column.1.sharecol=true

    column.1.shortview=false

    column.1.stretch=50

    column.1.textmode=true

    column.1.valuefield=task:name

    column.1.valueformat=HTML

    column.1.width=120

    column.2.isInlineEditable=false

    column.2.link.linkproperty.0.name=ID

    column.2.link.linkproperty.0.valuefield=opTask:ID

    column.2.link.linkproperty.0.valueformat=string

    column.2.link.lookup=link.view

    column.2.link.valuefield=opTask:objCode

    column.2.link.valueformat=val

    column.2.linkedname=opTask

    column.2.listsort=nested(opTask).string(name)

    column.2.shortview=false

    column.2.stretch=0

    column.2.textmode=true

    column.2.valuefield=opTask:name

    column.2.valueformat=HTML

    column.2.width=120

    column.3.description=Project Name

    column.3.isInlineEditable=false

    column.3.link.linkproperty.0.name=ID

    column.3.link.linkproperty.0.valuefield=task:projectID

    column.3.link.linkproperty.0.valueformat=string

    column.3.link.lookup=link.view

    column.3.link.valuefield=task:project:objCode

    column.3.link.valueformat=val

    column.3.listsort=nested(task).nested(project).string(name)

    column.3.name=Project Name

    column.3.sharecol=true

    column.3.shortview=false

    column.3.stretch=50

    column.3.textmode=true

    column.3.valuefield=task:project:name

    column.3.valueformat=HTML

    column.3.width=120

    column.4.isInlineEditable=false

    column.4.link.linkproperty.0.name=ID

    column.4.link.linkproperty.0.valuefield=opTask:projectID

    column.4.link.linkproperty.0.valueformat=string

    column.4.link.lookup=link.view

    column.4.link.valuefield=opTask:project:objCode

    column.4.link.valueformat=val

    column.4.linkedname=opTask

    column.4.listsort=nested(opTask).nested(project).string(name)

    column.4.shortview=false

    column.4.stretch=0

    column.4.textmode=true

    column.4.valuefield=opTask:project:name

    column.4.valueformat=HTML

    column.4.width=120

    column.5.displayname=Primary Assignee

    column.5.linkedname=assignment

    column.5.namekey=view.relatedcolumn

    column.5.namekeyargkey.0=assignment

    column.5.namekeyargkey.1=assignedToID

    column.5.querysort=assignment:assignedToID

    column.5.textmode=true

    column.5.valuefield=assignment:assignedTo:name

    column.5.valueformat=HTML

    column.6.displayname=Status

    column.6.enumclass=com.attask.common.constants.OpTaskStatusEnum

    column.6.enumtype=OPTASK

    column.6.linkedname=opTask

    column.6.namekey=view.relatedcolumn

    column.6.namekeyargkey.0=opTask

    column.6.namekeyargkey.1=status

    column.6.querysort=opTask:status

    column.6.sharecol=true

    column.6.textmode=true

    column.6.type=enum

    column.6.valuefield=opTask:status

    column.6.valueformat=val

    column.7.displayname=

    column.7.enumclass=com.attask.common.constants.TaskStatusEnum

    column.7.enumtype=TASK

    column.7.linkedname=task

    column.7.namekey=view.relatedcolumn

    column.7.namekeyargkey.0=task

    column.7.namekeyargkey.1=status

    column.7.querysort=task:status

    column.7.textmode=true

    column.7.type=enum

    column.7.valuefield=task:status

    column.7.valueformat=val

    column.8.displayname=Priority

    column.8.enumclass=com.attask.common.constants.TimelinePriorityEnum

    column.8.enumtype=OPTASK

    column.8.linkedname=opTask

    column.8.namekey=view.relatedcolumn

    column.8.namekeyargkey.0=opTask

    column.8.namekeyargkey.1=priority

    column.8.querysort=opTask:priority

    column.8.sharecol=true

    column.8.textmode=true

    column.8.type=enum

    column.8.valuefield=opTask:priority

    column.8.valueformat=val

    column.9.displayname=

    column.9.enumclass=com.attask.common.constants.TimelinePriorityEnum

    column.9.enumtype=TASK

    column.9.linkedname=task

    column.9.namekey=view.relatedcolumn

    column.9.namekeyargkey.0=task

    column.9.namekeyargkey.1=priority

    column.9.querysort=task:priority

    column.9.type=enum

    column.9.valuefield=task:priority

    column.9.valueformat=val

    column.10.isInlineEditable=false

    column.10.linkedname=task

    column.10.listsort=nested(task).atDateAsAtDate(plannedStartDate)

    column.10.name=Planned Start Date

    column.10.sharecol=true

    column.10.shortview=false

    column.10.stretch=0

    column.10.textmode=true

    column.10.valuefield=task:plannedStartDate

    column.10.valueformat=atDate

    column.10.width=100

    column.11.isInlineEditable=false

    column.11.linkedname=opTask

    column.11.listsort=nested(opTask).atDateAsAtDate(plannedStartDate)

    column.11.shortview=false

    column.11.stretch=0

    column.11.textmode=true

    column.11.valuefield=opTask:plannedStartDate

    column.11.valueformat=atDate

    column.11.width=1

    column.12.isInlineEditable=false

    column.12.linkedname=task

    column.12.listsort=nested(task).atDateAsAtDate(projectedCompletionDate)

    column.12.name=Planned Completion Date

    column.12.sharecol=true

    column.12.shortview=false

    column.12.stretch=0

    column.12.textmode=true

    column.12.valuefield=task:projectedCompletionDate

    column.12.valueformat=atDate

    column.12.width=100

    column.13.isInlineEditable=false

    column.13.linkedname=opTask

    column.13.listsort=nested(opTask).atDateAsAtDate(projectedCompletionDate)

    column.13.shortview=false

    column.13.stretch=0

    column.13.textmode=true

    column.13.valuefield=opTask:projectedCompletionDate

    column.13.valueformat=atDate

    column.13.width=1

    column.14.isInlineEditable=false

    column.14.linkedname=task

    column.14.listsort=nested(task).double(percentComplete)

    column.14.name=Percent Complete

    column.14.sharecol=true

    column.14.shortview=false

    column.14.stretch=0

    column.14.textmode=true

    column.14.valueexpression=IF(ISBLANK({taskID}),"",{task}.{percentComplete})

    column.14.valueformat=HTML

    column.14.width=100

    column.15.textmode=true

    column.15.value=

    column.15.valueformat=HTML

    column.15.width=1

  7. (Optional) Click Groupings to add a grouping to the report.
  8. (Optional) If you are adding a grouping, click Switch to Text Mode.
  9. (Optional) Replace the text inside the grouping text mode area with the following code:
    group.0.name=
    group.0.valueexpression=IF(ISBLANK({opTaskID}),'Task','Issue')
    group.0.valueformat=string
    textmode=true
    This grouping groups all the Tasks together, and all the Issues together. 
  10. Click Save + Close.