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Show all Account Tasks in Dashlet

Daniela Scheiwe

Hi! When working on a task, I would like to see all other tasks related to that account in a dashlet, even if they're assigned to different contacts and other users than me. I tried with the list view, but as it seems without success. I somehow get some tasks listed, but they're from random accounts. 

So basically what I need is dashlet with list-view => Tasks => Filter: account=currentValueOfParentAccount. Tried with sugar 7.6 professional and latest onDemand. Also I do not understand based on what criteria the "Relate to current record" checkbox is filtering.

Any hints on this?

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  • 0 in reply to Cesar Obed Gonzalez N.

    Thanks for your reply. This was the first thing I tried. I'm able to get the parent account but not the tasks that are related to them (directly or to related contacts). Any chance?

  • 0 in reply to Cesar Obed Gonzalez N.

    Hi Daniela Scheiwe,

    Additionally, if you are a regular user, you can only see the tasks assigned to you or your team and not all the tasks unless all the related tasks contain your team.

    Regards.

  • 0 in reply to Cesar Obed Gonzalez N.

    Thanks for all your support. I still can't get it working. Just to make sure you got all the details:

    When viewing a task (not an account or contact!) I'd like to see all (open) tasks that are somehow related to the account. 

    What I got: A list of random tasks from different accounts/contacts. 

    Below is what I confgured as a dashlet in the tasks-view.

    It would totally help if I could add a account=$currentAccount-filter