=TASKREPORT
The TASKREPORT function allows you to produce a process task report using a function call. The report format can be customized, the query can be customized and you can specify whether to include subprocess tasks or not.
Syntax
Section titled “Syntax”=TASKREPORT(TextBlockID; ProcessInstanceID; IncludeSubprocessTask; FilterQuery)-
TextBlockID: The ID of the Text Block to use for the task report format. The Text Block ID can be found and specified using the Field Token search box. You can use Field Tokens in the Text Block to format and customize the report any way you choose.
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ProcessInstanceID: The process instance ID for which you want to generate the Task Report OR enter a “0” (zero) to query all processes in your account.
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IncludeSubprocessTask: A boolean value that determines if the task report should include tasks from subprocesses or not. The boolean value can be specified using any of the following boolean designators (1, 0, t, f, true, false).
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FilterQuery: This is an optional query string that can be used to filter the task report results. The easiest way to generate this filter query is to search a task table within the ProcessPlan user interface to display the tasks you want in the report. Then, copy the value of the URL “filter” parameter and place the URL filter parameter value in the function.
Example
Section titled “Example”=TASKREPORT([[ TextBlock (ID) ]]; [[ Process Instance ID ]]; true; it_name[ct]task)If the specified Text Block is formatted like so:
Task: [[ Task Name ]]
Assigned: [[ Assigned To ]]
Then, the resulting task report would look like this. Note that all the task descriptions contain the word “task” because we included a filter that only returns tasks that contain the word “task”.
Task: This is a task description.
Assigned: Tony Stark
Task: This is a task description.
Assigned: Peter Parker
Task: This is the last task description.
Assigned: James Howlett
Note: Formula functions are case sensitive and must be in all caps.