Hi
I wish to have within the Projects Dashboard a list of all activities and separately Project Tasks that are older than today and are not completed. This is straightforward, but means that within the Object selector I just needed to select Activities.
However, I presume because I am in a Project Dashboard and not Activity dashboard, the filters do not work, so I can then filter by one or more of my users.
I have reviewed the settings in advanced filters, but cannot find a way to filter an Activity or a Task Owner within the Project Dashboard. I really do not want to have such information within the Activities Dashboard, as this is data I would like to embed alongside Project data.
thanks
Mark
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Hi,
in case if you want to have a list of activities connected to Projects, you should choose the section "Project" in "How to associate with section data" detail as it is shown on the screenshot below:
Also, in case if you want to see all the activities, you just leave that detail blank as it is shown on the second screenshot:
If you have additional questions, please feel free to comment on this. Also, more information and screenshots on your query will be appreciated.
Thank you.
Hi Bohdan
Many thanks for your reply firstly.
Sorry, I should have stated that I had tried the Associate with section data settings, trying all available options within that list; project, id etc.
While some of these have an effect, this effect simply removes all content and does not correctly filter according to the filter applied. I would have expected this to be the correct setting to make this function work, but sadly it does not. At least for me.
Could this be a bug or am I still doing something wrong?
Dear Mark,
There are no bugs related to filtering in the system.
It's hard to solve your issue in terms of Community.
Please email support@creatio.com with more detailed information and with screenshots of your filters so we could help you.
Thank you in advance.