Jump to content
  • 0

How to view tasks/ employees assigned to certain project in one single report?


Aleksandra

Question

Hello,

I hope someone can give me advice on this. I want to display the tasks and employees to whom the project was assigned. I created a view that shows employees to whom the projects were assigned and another view that shows tasks related to that project. I want to be able to display this in the project report. Currently, my project report is based on the Projects table. I tried to build a tabular report by using the views I mentioned above, but then it showed me the same projects and clients several times. I tried grouping projects, but that didn't solve my problem.

Has anyone done anything similar or is there any source I can check for the reference?

Many thanks,

Aleksandra

 

Link to comment
Share on other sites

2 answers to this question

Recommended Posts

  • 0

Hi Aleksandra,

I'm not sure exactly what you need but if you want to only display the task/projects that are assigned to you you can use RLS(Record Level Security) for reference you may check: https://howto.caspio.com/authentications-and-connections/authentication/record-level-security/restrict-access-to-data-by-user-or-role/ . If that's not the case perhaps you can elaborate more?

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
Answer this question...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
×
×
  • Create New...