SBM report all active items with all subtask inactive
Hi, I need to write a report in SBM that shows all items still active that have all their subtask inactive.How can I do that?Kind regards,Ioana Deaconu
It will be interesting to read if there is an "easy" way to do this. One idea I have is to create a field that keeps track of active sub-tasks. I do this in a few of our applications - our rule being you can't close a ticket with any active sub-tasks.With the active sub-task field "counter" you could easily use it in a report filter.In addition to creating the field you have to create code to increment and decrement the field as sub-tasks are created and closed.Hope this helps.
when you did your sub-tasks did your utilize the parent and children relational fields? Or do you have any relational type fields between the parent and the children?
If you have children(your field name may vary) relationship field where in the parent item the children field tracks all sub-tasks of course you have to set this up with your sub-task transitions then it's very easy.You can then create a listing report that you use the join feature and add your relational field and can filter that relational field such as active/inactive = inactive and still be able to report on the parent where active/inactive = active there by showing you all active parent items where all sub-task items are inactive
Obviously you have to have this setup with the parent/children and set those field value defaults as the process is used so if you don't have it today you could add it and start using it afterwards but it won't help much for items already completed or in process. See below for a visual of a report I have that works as expected
This may be simpler (or not)I used subtask transitions in my workflow to create my subtasks, and use an action to move the parent ticket to another state once the subtasks are complete. Then it is just a matter of using a report to see tickets in that state.