Hi,
I would like to show on the record dashboard all open tasks belonging to the open account record.
I tried it with the Report Wizard but I couldn't find something.
I'm sure it's possible and hopefully someone here knows how to do it.
Thanks a lot in advance
Michael
Hello Michael Malich ,
Thanks for reaching out.
I believe that this can be accomplished using a List View Dashlet.
Can you try the following:
1 - In the Accounts Record View add a new Dashlet
2 - Select ListView Dashlet
3 - On the Dashlet Settings select "Relate to the current Record" and add a filter "Status is not Completed"
4 - Save the Dashlet
This will show you the active tasks for the Account in the record view:
Let me know if this is what you are looking for.
Cheers,
André
Good Morning Andre,
If you have some time you maybe could help me again. Very similar theme.
The ListView Dashlet works perfect, but I would like to use the Report Dashlet for a chart report.
Let's say instead of a list of open tasks, I would like to show a chart with the counts of Todos per status.
2 open, 3 In progress, 10 completed for example.
In the report wizard I'm at the place where I have selected a report and we have the same checkbox "Related to Current Record". But when I click the checkbox another field appears where I have to enter a field or subpanel.
But there is nothing I can find with any search.
Which field do I need in the report for having a match here ??
Let's imagine we have the relation Accounts---> Tasks .... I guess I need somehow the Accounts.ID in my report. But it's a chart and I'm showing bars and no foreign keys :-)
I tried a lot, as always before I'm asking here, but I found no solution.
Thanks a lot in advance :-)
Michael
Hello Michael Malich ,
That shouldn't be too hard to implement.
Can you try the following steps to see if it works for you:
1 - Create a Summation report for the Tasks module.
2 - Don't add any filter
3 - Select the Status group by
4 - Add the Count in the Display Summaries
5 - Select the Desired Chart, and Give the report a name.
On my example is called "Tasks per Status"
6 - Create a report Dashlet in the Accounts Record, select your report and Select "Tasks" on the related Field or subpanel.
This should have a Chart loading only the Tasks that are related to the current record, like so: 
Let me know if this is what you are looking for.
Cheers,
André
