Mimic the "Rollup Financial and Effort Data from shortcut" for roll-up summary custom fields

Hello Armand,

Is the behaviour shown in the following video what you're after? There's 5 tasks (each have a value of 1, sum 5) and 3 shortcuts (each have a value of 10, sum 30) for better visibility of what is going on. https://www.screencast.com/t/AuDLEP30T

To achieve this behaviour, follow these steps:

1) Create a simple toggle field on the Work Item entity (named 'roll-up shortcuts toggle' in the video);

2) Create a numeric field field on the Work Item entity with the following settings (where $C_rollupshortcutstoggle is the toggle field you just created):

3) Create a Workflow Rule on the Work Item entity that runs when IsChanged($C_rollupshortcutstoggle) is TRUE:

Make sure to mark 'Allow this workflow to trigger additional workflows' on:

Please let me know if this works.

Hello Roland,

Thank you, that inspired me to achieve what I wanted.

I improved the workflow rule to fix 2 limitations: Adding a sub-task and adding a new shortcut wouldn't propagate from the parent.

I also synchronized the toggle custom field with the field "Rollup Financial and Effort Data from shortcut", so that at the end, the user won't notice the toggle custom field.

The workflow rule becomes (the name of my toggle field is $C_RollUpCustomFieldsonShortCuts):

The update can be quite slow for large projects, but from my tests, I think that will do the trick.

What is the "$AllImpacting" related field exactly?

Thank you again!

Hello Armand,

$AllImpacting is related to Shortcuts and Impacting Work Items, which can be added via the Add Related.. button:

Actually, I think it would improve the Workflow Rule if you replace this:

With this:

I hope this answers your question.

It does.

Thank you!