Newbie Filtering Question

[Jeff]

I'm migrating to MLO from Ecco.and generally liking it. I'm doing the
normal tweaking to 'make it mine'

I'm trying to create a view that shows soon-to-be upcoming tasks.
Which I define as having a start date or Due Date either past or in
the next 5 days.

In the advanced setup dialog, I have three lines:

DueDateTime on or before today+5 OR
StartDateTime on or before today+5 AND
(not(Complete))

In my mind there should be 15 tasks in this view but a) I only get 2
and b) Completed tasks are included.

So my questions are

Q1 - Am I doing something obviously wrong (Wouldn't surprise me)

Q2 - Should this be constructed with sub-rules?
I cant find any documentation on the use or purpose of sub-rules
(Searches of the help documentation and this group = Nada)

I'm pretty proficient in SQL and suspect I'm just overthinking this.

Thanks in advance for your help, I promise to return the favor.

[Ron Stockfleth]

Hi Jeff,

A1: Yes!

My guess is that you have the Action Filter set to "Active". The
"Active" Action Filter is designed to show only tasks that are
actionable right now. By definition, any task with a Start Date of
tomorrow or later is not yet actionable. If you change your Action
Filter "All", you will pick up those tasks with Start Dates for
tomorrow or later. Second, you do need to use sub-rules. I believe
your three lines will pick up completed tasks for tasks with
DueDateTime on or before today+5.

A2:

Try the following:

Action Filter set to "All", with advanced set up of the following 4
rules:

(not(Complete)) AND

DueDateTime on or before today+5 OR
StartDateTime on or before today+5

The second rule is empty. The 3rd and 4th lines are sub-rules of the
second empty rule.

I believe this will get you precisely what you want.

Best regards,

Ron

[nschm873]

Thanks Ron, I couldn't get that to work either. When you know what
you are doing, however, it works like a charm...