The issue we face is that the Filters available for Checklist Fields are not sufficient to create certain views in our Tape App.
The client uses a Checklist Field called “Lead Tasks” to track open tasks for all their leads.
We have then created a Team View called “Actions Due Today” which is attempting to filter down to show all leads that have an incomplete task with a due date on or before the current date.
The filters used are:
Lead Tasks/Due Date → Any is on or before → Current Date
AND Lead Tasks/Status → Any is → Incomplete
The problem is that unwanted leads are showing up in the resulting view. Every lead that did have tasks with due dates in the past (even when that old task is marked as completed) AND that same lead has an Incomplete task listed (even when that incomplete task isn’t due until a future date)
These all show up in the view.
We need the ability to specifically use AND statements in the filter for individual checklist items, not the entire checklist as a whole.
Is there any other way I’m missing to run a filter that easily displays ONLY leads that have a task listed in the checklist which is Incomplete AND that same task is due on or before the current date?
went back and reconstructed your case on my end. I found a simple solution, that should cover your requirements in a most accurate fashion.
Recently, we introduced full access to checklist field values / entries inside the calculation field (thanks to @Felix!) - which enables many use cases, and yours should be among them.
We use a calculation field “Earliest incomplete due date” to retrieve the earliest due date of all incomplete checklist entries. We then format this field as a date, enabling Tape to support full date filters for it.
As you can see, the calculated date now reflects the earliest date of the incomplete subset. If I were to check subtask 3 in the screenshot, the field would turn to August 8 (as that is the next one, and so on).
You can now use this field in your view filters, to hopefully achieve your (and the client’s) goal. Hit me up if you run into issues or have open questions regarding this implementation.
I aim to also follow up on this by providing a little quick guide / showcase here inside the Community, on what can be achieved using the calculation field with checklist field tokens. I’m certain this enables many other useful scenarios!
@Tim Thank you so much. As always you come out swinging with a great solution. This simple fix does exactly what we need and works great for our situation. You are a master at what you do, much appreciated!
