Frequently Asked Questions
Frequently Asked Questions
View incomplete and completed assignments by user
Posted by Will Lyles (M-Files) on 24 June 2019 11:35 PM

1     Overview

When monitoring assignments within your vault, you may want to create views which group assignments by users (i.e. group by 'Assigned to'). This document will not only provide steps for creating a view which achieves this, but it will also provide steps for creating a view which groups completed assignments by users as well.

You may have noticed that once an assignment has been marked as completed, it will be removed from your 'Assigned to Me' view. This is also the case for views which group assignments by users. The information below will assist with creating a view so that you can continue to monitor and track assignments, even after they have been marked as completed by the assignee.

2     Solution / Workaround

The steps below will allow you to create a view which groups all incomplete assignments by users:

  • Select to create a new view
  • Name the view 'Incomplete Assignments', or something else of your choosing
  • Set the view to filter by the 'Assignment' object type
  • Set the grouping level to group by the 'Assigned to' property
    *Note: Be sure to enable grouping on the 'Assigned to' property first

See the attached image 'IncompleteAssignments.PNG' for details.

 

The steps below will allow you to create a view which groups all completed assignments by users:

  • Select to create a new view
  • Name the view 'Completed Assignments', or something else of your choosing
  • Set the view to filter by the 'Assignment' object type
  • Set the grouping level to group by the 'Marked as complete by' property
    *Note: Be sure to enable grouping on the 'Marked as complete by' property first

See the attached image 'CompletedAssignments.PNG' for details.



Attachments 
 
 incompleteassignments.png (29.27 KB)
 completedassignments.png (30.80 KB)
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