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Microsoft Dynamics CRM (Archived)

How to create work sheet report for task and subtasks

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Hi,

I am creating 1:N relationship between "Task and Task "so I can have sub tasks related to a task(task A has two sub task A1 and A2 ) therefore  task A duration is a sum of task A1 and A2 duration and actual hours spent is either A duration or sum of A1+A2 duration

  I also created a custom report  which reports a total time spent on different activities(task,mail,call...) related to special client ( projects), however in the report sum of actualminutesspent includes duration of all kind of tasks (ex A,A1,A2 )so

how can I only include duration  of tasks with no parent task( i mean only task A in this example)

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  • Verified answer
    Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    I am assuming that the task has two fields duration, and total duration (which is probably a rollup of the duration fields).

    If that is the case, what you can do in the report (I am assuming SSRS), create a field that is basically an expression but not an actual field.

    In the expression, you check the value of total duration. If the value is null/empty, you set the value of the expression field as duration instead of total duration.

    Hope this helps.

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