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How do I create a category hierarchy view for tasks

Posted on 2010-11-12
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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!
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Question by:dustywork
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Accepted Solution

by:
David Linker earned 2000 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.
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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.
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Author Comment

by:dustywork
ID: 34131431
Disregard
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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.
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