Report Filter for "Entity: Related Items"

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elviseras
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Report Filter for "Entity: Related Items"

Post by elviseras »

Hello Sergey, I hope all your family and friends are well for the cause of COVID19 during these difficult dates ...

I have the following need for a client:
On their RK there are 3 main entities: Tickets, Tasks and Companies, but in this case the relationship is with the field type "Entity: Related Items" because the relationship can be "Many to Many" (In other words, the same ticket or task may be related to several companies). Ok?

Well, now they have the need to be able to create new type of reports (Calendar & Gantt reports) but it must be filtered by "Company", but since the tasks and tickets are not a sub-entity of the Companies, we don't see the way to do it...

Can someboby help us with this? I think it may be a necessary thing also in many other cases or clients

Thanks in advance
elviseras

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Re: Report Filter for "Entity: Related Items"

Post by support »

Hello Sergey, I hope all your family and friends are well for the cause of COVID19 during these difficult dates ...
Everything is ok, thanks.
Well, now they have the need to be able to create new type of reports (Calendar & Gantt reports) but it must be filtered by "Company", but since the tasks and tickets are not a sub-entity of the Companies, we don't see the way to do it...
See https://docs.rukovoditel.net/index.php?p=91
You can create Calendar with different entities and for each entity you can setup filter. But filter is static...

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Re: Report Filter for "Entity: Related Items"

Post by elviseras »

See https://docs.rukovoditel.net/index.php?p=91
You can create Calendar with different entities and for each entity you can setup filter. But filter is static...
We know this functionality and we have already tested it but the problem is that being a "many to many" relationship and trying to filter by the field type "Related item" only two options appear (Show related records & Show without related records) that I I think they don't make much sense ...
Calendar_Filters.jpg


What would be necessary here is to be able to select the specific 'related ítem' (in this case "Company") by which to apply the filter ....

Sergey, I beg you to check it and if you don't understand it well I can send you images step by step since it is something very important for us and we can make a donation ...

Thanks in advance

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Re: Report Filter for "Entity: Related Items"

Post by support »

Sorry, I don't have time for this at the moment. 2.7 planed in May and my plan is full. I have a lot of things to do.

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Re: Report Filter for "Entity: Related Items"

Post by elviseras »

I understand Sergey ... In the meantime it would be possible to have a workaround (maybe creating some intermediate field that could copy the values ​​and then be filtered?... I have tried to do it with text pattern and static text pattern, but these field types don't appear in filters :( :( ....

I would greatly appreciate any help on this ...

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Re: Report Filter for "Entity: Related Items"

Post by elviseras »

Hi Sergey,
Would it be possible to have this functionality for next RK version?
it is something very important for us and we can make a donation ...

Thanks in advance

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Re: Report Filter for "Entity: Related Items"

Post by support »

Can you give me an example how it should works, please?

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Re: Report Filter for "Entity: Related Items"

Post by elviseras »

Sure Sergey !!... Look at the previous comments on the thread and the sample diagram below:
Related Item Filters.png

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Re: Report Filter for "Entity: Related Items"

Post by support »

Ok, clear now. You can donate for this feature.

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Re: Report Filter for "Entity: Related Items"

Post by elviseras »

Thanks Sergey, donation made !! :mrgreen: :mrgreen:

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