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Question

16:58 Jan 08, 2020

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

3 comments

Bohdan Zdor

13:38 Jan 13, 2020

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.

Mark Roberts

13:54 Jan 13, 2020

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?

Bohdan Zdor

15:14 Jan 13, 2020

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.

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