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I have a view of all the tasks assigned this week grouped by the main assignee. I have now added a another user field called support and I'm looking for a way to group by if the person is the main assignee or the support so I can see all the tasks they need to be working on, not just the ones they are the main POC on.

Is there a way to do this? I figure it's with a formula but I can't figure it out. I know I could do this with individual views filtered by if assignee is X person OR support is X person, but I want to be able to see all the tasks for all the people in 1 view.

Hey @Ringthebells86!

You might want to try creating a formula field with the formula shown below. Then, group your view by this new formula.

IF(
{Assignee} = BLANK() AND {Support} = BLANK(),
"Unassigned",
IF(
{Assignee} = BLANK(),
{Support},
IF(
{Support} = BLANK(),
{Assignee},
{Assignee} & ", " & {Support}
)
)
)

The only issue with it, is that it will have specific groups for each combination of Assignee & Support.

Alternatively you can set filters (on the interface or base itself) to show tasks where: Assignee is X; OR Support is X.

Please let me know your thoughts.

Mike, Consultant @ Automatic Nation 

Hmm, so let's say your data looks like this:


Is the following what you want to see?
 

If so, this is possible, but you would need to create helper records as (with reference to the example above) we need "Task 3" to show up twice in the same table

I think I'd recommend having a separate table for this instead called "Tasks by person" or something, and so each of these "Tasks" records would have a record for "Main" and a record for "Support"; would be more intuitive to manage and you could see stuff like this:


Link to base

Hmm, so let's say your data looks like this:


Is the following what you want to see?
 

If so, this is possible, but you would need to create helper records as (with reference to the example above) we need "Task 3" to show up twice in the same table

I think I'd recommend having a separate table for this instead called "Tasks by person" or something, and so each of these "Tasks" records would have a record for "Main" and a record for "Support"; would be more intuitive to manage and you could see stuff like this:


Link to base


Ideally I want it to work like in an interface pivot table where there is just a switch that splits grouped tasks up by just the assignee. It doesn't seem like that is possible at this time.

 

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