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Tasks Attached to Contacts

 

The following View shows Contacts that have Tasks attached to them.

Difficulty: Advanced
Purpose: Uses the Task system table to display Contacts with Tasks attached.
Page: Contacts
 

Field List

Leave this blank to use the default fields.

View Clause

The following clause limits the list of Contacts to those with Tasks attached. Contacts without any Tasks attached will drop out of the View:

EXISTS (SELECT 1 FROM dp_Tasks T
 WHERE T.Completed = 0
 AND T._Record_ID = Contacts.Contact_ID
 AND T._Table_Name = 'Contacts' )

Variations

Other Pages

To use the same technique on Pages other than Contacts, replace the highlighted clause with the Table name:

EXISTS (SELECT 1 FROM dp_Tasks T
 WHERE T.Completed = 0
 AND T._Record_ID = Contacts.Contact_ID 
 AND T._Table_Name = 'Contacts' )
My Assigned Tasks

To only show Tasks assigned to the logged in user, alter the View Clause by adding the highlighted clause:

EXISTS (SELECT 1 FROM dp_Tasks T
 WHERE T.Completed = 0
 AND T._Record_ID = Contacts.Contact_ID
 AND T._Table_Name = 'Contacts'
 AND T.Assigned_User_ID = dp_UserID )

Techniques

Other Resources