Show all Account Tasks in Dashlet

Hi! When working on a task, I would like to see all other tasks related to that account in a dashlet, even if they're assigned to different contacts and other users than me. I tried with the list view, but as it seems without success. I somehow get some tasks listed, but they're from random accounts.

So basically what I need is dashlet with list-view => Tasks => Filter: account=currentValueOfParentAccount. Tried with sugar 7.6 professional and latest onDemand. Also I do not understand based on what criteria the "Relate to current record" checkbox is filtering.

Any hints on this?

0 Cesar Obed Gonzalez N. over 5 years ago

Hi Daniela Scheiwe
Check this post: Previewing RelatedRecords Via Record View Dashlets
Regards
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0 Daniela Scheiwe over 5 years ago in reply to Cesar Obed Gonzalez N.

Thanks for your reply. This was the first thing I tried. I'm able to get the parent account but not the tasks that are related to them (directly or to related contacts). Any chance?
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0 Kristjan Geir Mathiesen over 5 years ago in reply to Daniela Scheiwe

Hi Daniela Scheiwe
If you setup the dashlet up with the instructions Cesar Obed Gonzalez N. mentions on the Record View sidebar in the Accounts module, then you should be able to see all the related tasks. Just make sure to check the "Relate to current record" option and have the filter (directly below) properly configured:
HPH,
KGM
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0 Hatim Alam over 5 years ago in reply to Cesar Obed Gonzalez N.

Hi Daniela Scheiwe,
Additionally, if you are a regular user, you can only see the tasks assigned to you or your team and not all the tasks unless all the related tasks contain your team.
Regards.
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0 Daniela Scheiwe over 5 years ago in reply to Cesar Obed Gonzalez N.

Thanks for all your support. I still can't get it working. Just to make sure you got all the details:
When viewing a task (not an account or contact!) I'd like to see all (open) tasks that are somehow related to the account.
What I got: A list of random tasks from different accounts/contacts.
Below is what I confgured as a dashlet in the tasks-view.
It would totally help if I could add a account=$currentAccount-filter
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0 Björn Canales Pfisterer over 5 years ago in reply to Daniela Scheiwe

Hallo Daniela Scheiwe,
the option sets that SugarCRM should display all records that are related to the current opened record only. In this case it is a task. That a random set of tasks it shown might be explained by that there is no relationship between tasks and tasks in your system and therefore that option is completely ignored by the SugarCRM logic to avoid errors.
Creating a dashlet that shows "all open tasks related to the account where the currently viewed task is related to" is not possible out of the box with the list view dashlet.
If this is a major problem for your companies workflow you can consider to approach a SugarCRM partner to create a custom dashlet for your instance.
Beste Grüße
Björn Canales Pfisterer
Technical Support Manager
provalida GmbH
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