Solved

How do I create a category hierarchy view for tasks

Posted on 2010-11-12
4
1,290 Views
Last Modified: 2012-05-10
Hello Experts,

I have scoured EE and the web for a solution, but am hoping that someone will have an innovative solution to my problem.

Problem:  For tasks with more than one category, I am unable to group each category in a task view.  For example, task1 is assigned Cat1, Cat2, Cat3
I woud like to see the following view:

Cat1
    Cat 2
        Cat 3
             Task1

This link was promising, but I would not be able ot use the categories functionality.

http://www.eggheadcafe.com/software/aspnet/33216722/new-feature-task-hierarchy.aspx

Thanks for the help.  I know someone has an interesting solution!
0
Comment
Question by:dustywork
  • 3
4 Comments
 
LVL 4

Accepted Solution

by:
David Linker earned 500 total points
ID: 34126878
Could you provide somw sample data so we can better understand your requirements.
However, I don't think you can achieve what you want by only using the Categories field to represent all the different levels.  In Task views, each grouping (representing a "level" of the view) must be for a different fied.  What you need to do is either use or create other fields to represent the different levels of your hierarchy.

So say your tasks were first all first Categorised by the Department they are for, then the next Category is the Division within the Dept and the third Category is the Requester of the Task.  The problem is, taks don't by default have these fields.  Rather than create these fields (which is possible), you use other fields that already exist ON THE STANDARD TASK entry form to represent these fields.

I always use the Mileage, Billing Information and Company fields as these can all be entered on the "details" tab within the standard task form.  Decide which of these three fields represent each level of your Category hierarchy.  For example, Company could be Department, Billing Information Division and Mileage as Requester.  Then fill in the appropriate data into each of these three fields for each task.  Finally, create a view that is grouped by each of these three fields in the correct order.

It's not the most elegant solution, but it achieves what you want without any changes to the standard form.
0
 

Author Comment

by:dustywork
ID: 34127312
djlinker,

Thanks for the response.  I had considered such a solution, but am unclear how to establish a drop down for these fields so as to ensure consistency in the naming of these sub-categories.  Any ideas?

Thanks.
0
 

Author Comment

by:dustywork
ID: 34131431
Disregard
0
 

Author Closing Comment

by:dustywork
ID: 34131434
Not exactly the solution I was looking for, but to be fair it is a workable solution.  Thanks.
0

Featured Post

VMware Disaster Recovery and Data Protection

In this expert guide, you’ll learn about the components of a Modern Data Center. You will use cases for the value-added capabilities of Veeam®, including combining backup and replication for VMware disaster recovery and using replication for data center migration.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

If you don't know how to downgrade, my instructions below should be helpful.
Finding original email is quite difficult due to their duplicates. From this article, you will come to know why multiple duplicates of same emails appear and how to delete duplicate emails from Outlook securely and instantly while vital emails remai…
The viewer will learn how to create a normally distributed random variable in Excel, use a normal distribution to simulate the return on an investment over a period of years, Create a Monte Carlo simulation using a normal random variable, and calcul…
Many of my clients call in with monstrous Gmail overloading issues with Outlook. A quick tip is to turn off the All Mail and Important folders from synching. Here is a quick video I made to show you how to turn off these and other folders in Gmail s…

816 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

8 Experts available now in Live!

Get 1:1 Help Now