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Hi Community,

I hope you're doing well.

I'm wondering if anyone has experience working with the Document Publisher App and could help me with an issue related to entity relationships.

I'm trying to build a report for a project, and I need to retrieve data about its milestones while applying filters based on attributes of the resources associated with these milestones. To achieve this, I need to relate three entities, but I'm unsure how to proceed.

Does anyone know how to approach this? Any guidance would be greatly appreciated.

Thanks in advance!

Best regards,

could you give a little more detail on what you are looking to achieve ?


Hi Jim,

Thanks for you answer, sure.

 

What I want to achieve is to run the template on the project and be able to show in the report the resources associated with the activities of a specific milestone. Additionally, I want to be able to filter the resources by an attribute (custom field) called resource type that has two options: Internal and External.

The Entities and Fields involved are:
- Entity where the Report is executed: Project
- Field 1: Schedule Milestone with name "Project Charter"
Entity 1: Milestone
- Field 2: Schedule Activity 1 that is a child of the "Project Charter" milestone:
Entity 2: Task
- Field 3: Schedule Activity 2 that is a child of the "Project Charter" milestone:
Entity 3: Task
- Field n: Schedule Activity n that is a child of the "Project Charter" milestone:
Entity n: Task
- Field 4: Resource Name
Entity 4: Resource
- Field 5: Resource Type
Entity 5: User
- Field 6: RemainingEffort
Entity: Workitem

 

With the above I want to show in a table that shows me in column 1 the resource type and in column 2 the Total RemainingEffort of Internal Resources

 

Regards,


To complement, I leave you the script that I am working with in the template that has only allowed me to show the data at the milestone level:

[ !field=Project.WorkItemHierarchyLink !relationfield=Parent !filterfield=Child.Name !filteroperator=Equal !filtervalue=”Project Charter” !totalrow=False ]


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