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Hi, Julie (Sorry if you are not Julie, you didn't sign your post and that's the closest I could find to a name)
You have submitted four posts talking about an issue with a filtered hierarchy. It's clear that you are trying to accomplish something that you consider simple and that you are extraordinarily frustrated about the difficulties you have encountered. I'm pretty good at this and I can not quite figure out what went wrong, or what you are trying to do. Your emails have some discussions of your own issue, some quotes from old emails I have sent to several other people and my examples, and some of the problem statements from the other users I was writing to. Put it all together and it's too confusing for me to figure out. Maybe a different reader gets it, but if not I will try to work it through with you if you like.
First, let me try and guess what your actual issue is. My guess is:
When you have a filtered list of tasks and also have "include parents" turned on, that a task that passes the main filter but that does not have any parent is not included.
If this is the issue, let me know and I will help you report it. If fixing this would not be enough to fix your problem, then please write a new email that demonstrates the problem. Leave out all the references to previous conversations and theories about the cause, just provide these four things:
OK?
-Dwight
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Hi, Julie(?)
Re the third example, I do not have time to reproduce and explore this right now. Maybe one of the other users will, or maybe Support will explain it to us.
For the other two examples, my comment is that if you replaced "hierarchy on with parent and child off" with "hierarchy off" it looks to me as though you would get the desired results. Could you enhance your example to show what you expect from "hierarchy on with parent and child off" that's different from "hierarchy off"?
-Dwight
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I agree that documentation should be better.
I agree that I cannot cite any logical interpretation or interpolation of the filtering rules that would explain what you cite as actual behavior
I'm also not certain that I can follow what you cite as expected behavior
For example in your case five. My understanding, up until now, was that the primary filter would pass tasks outside, one and four, which are the only tasks with text tag including "c". Because parent and child are off, no additional tasks would be included. There are no immediate hierarchical relations between outside, one or four so they would each be treated as a root, and the result would be
outside
one
four
I do not understand why you would expect two and three to be displayed.
Let me go back to what I thought before I started reading your emails. Consider that many people have trouble understanding advanced filters because they think of them as a list of things to be excluded when they are in fact a list of things to be included. Similarly, I thought of a default for hierarchies as having children and parents included and unfiltered, and that any change you make from that point is for the purpose of excluding something. That way, if you excluded both parents and children, the result would be the same as turning off hierarchy. It's kind of a meaningless "exclude everything" command, akin to when the teacher taking attendance says "everyone who is absent today please raise your hand". I see from your work that there is a purpose to excluding both but I do not yet have a clear vision of what that would be, so I will step back and wait for a response from support.
-Dwight
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