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As the title suggests, I'm simply trying to return a list of open tasks for a particular user so I can mass-change owner using Dataloader.

I've worked my way to this query:

SELECT Id, AccountId, Account.Name
FROM Task
WHERE Account.Name = 'John Smith' AND isClosed = false

This is returning no records, however I have checked the users profile and they do have active tasks.

Interestingly, if I change the query to isClosed = true, it returns the list of completed tasks. However that is not what I need.

Furthermore, I've looked into Task fields and there is an "Assigned to" field that indicates to me that I am maybe using an incorrect WHERE clause in my query. Is there an easier identifier to get the name or Id of whoever owns the task?

Thanks in advance.

2 Answers 2

4

You are retrieving information about the related Account but that doe not mean the Owner of the Task matches the Account Name.

SELECT Id, AccountId, Account.Name
FROM Task
WHERE Owner.Name = 'John Smith'
AND isClosed = false

This query will return the Account information you need for any open Tasks assigned to 'John Smith'.

0
0

I would suggest that you try, OWNER.Name='xxx' in your WHERE clause.

Thanks

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  • This answer would be improved if you included details about why your suggestion should work, and why OP's current approach is failing (like TSmith's answer does).
    – Derek F
    Oct 2, 2018 at 13:17

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