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joshua_roskos
joshua_roskos
Contributor ⭐️⭐️
Jun 14, 2018 8:21 PM UTC

Cockpit: List View | CTA's due today or past due

Hey folks!

I'm trying to make a custom view in Cockpit where I can see the CTA's that are due today and any that may be past due. I thought I had this working, but noticed today, I had one past due task within a CTA that wasn't populating.

Here is what I have for filter settings...
A. Assignee = (me)
B. Snoozed = false
C. Status Reporting Category includes Open
D. Due Date <= Today

Currently I am only seeing CTA's with tasks that are due today and not past due ones such as those due yesterday? Any help on getting this filter criteria setup would be most appreciated.

Thanks!
Josh

      11 replies

      seth
      seth
      Expert ⭐️
      Jun 14, 2018 8:41 PM UTC
      Hi Josh,
      The fastest way to get where you're going might be Cockpit Calendar View :-) Have you tried that yet?
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      AI Transformation @ Gainsight
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      Jun 14, 2018 10:11 PM UTC
      Hi Joshua,

      If you remove the Snoozed=false filter do they show up again? Snoozed CTAs (even if past due) won't show up with that filter set you have. 
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      VP of Customer Success at Forcepoint
      joshua_roskos
      joshua_roskosAuthor
      Contributor ⭐️⭐️
      Jun 15, 2018 12:46 PM UTC
      I'm actually not a fan of that view (for my main view at least) since you have to scroll through all the dates. There is no way at a glance to even see if that day has any CTA's or Tasks, so you end up having to click on each day. But, thank you.
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      joshua_roskos
      joshua_roskosAuthor
      Contributor ⭐️⭐️
      Jun 15, 2018 12:46 PM UTC
      I've tried that, but no change. 😞
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      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      Jun 15, 2018 1:56 PM UTC
      Hi Joshua, 
      Sorry that you are still having issues. Sounds like you might want to open a support case as something is definitely fishy. I tried to duplicate your scenario in a test org and wasn't able to get the behavior you're describing so support might have to dig a bit further to get you sorted out. 
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      VP of Customer Success at Forcepoint
      joshua_roskos
      joshua_roskosAuthor
      Contributor ⭐️⭐️
      Jun 15, 2018 2:19 PM UTC
      Thanks Dan. We will work on getting a case open.
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      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      Jun 19, 2018 6:29 AM UTC
      Hi Joshua,

      When you mention "CTA's with tasks that are due today and not past due "....the cockpit filters only work on CTA due dates....i.e based on your filter you will see all CTA's that are due today/past due date (and not CTAs that have tasks that are overdue). Hope this helps
      Regards
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      joshua_roskos
      joshua_roskosAuthor
      Contributor ⭐️⭐️
      Jun 19, 2018 1:06 PM UTC
      Well, that is no good...but, thank you for the clarification Aditya. Is there any way to accomplish a view with tasks that are past due?
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      sai_ram
      sai_ram
      Expert ⭐️⭐️
      Jun 20, 2018 10:26 AM UTC
      Hi Joshua, If you need it for a view purpose, create a report on CSTask object and add it to the dashboard/C360 page. 

      If at all you want to work/make changes on report,its not possible.
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      sai_ram
      sai_ram
      Expert ⭐️⭐️
      Jun 20, 2018 10:29 AM UTC
      Hi Joshua, Since this is not possible with current system, I am changing this it to an idea post and redirecting this to our  product team.

      @All, Please hit +1 or Me Too to increase the priority

      Thanks for posting
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