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Claris Engage 2025 - March 25-26 Austin Texas ×

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  • Newbies
Posted

I am trying to create a report in Tasks 2.0 based on two search criteria not being included in the results. Under saved finds, I enter the first criterion I want omitted. However, when I try to enter the second criterion in a new saved find, it reverts both saved finds to the same criterion. For example, I first put in that I want all completed projects to be omitted in the search report. Then, I say I want to omit all cancelled projects. When I run the report, only the cancelled projects are omitted. When I go back and check my saved finds, they both show up with cancelled being the criterion as opposed to completed and cancelled. Can someone tell me what I am doing wrong? Thanks.

  • Newbies
Posted

I've tried that but can't seem to find the correct sequence to accomplish this. There doesn't seem to be an option to refine the search results further. Or, I'm just missing it.

Posted

Menu bar | Requests | Constrain Found Set

Of if that's grayed out, on the original find layout just set the fields you want the way you want.

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