Update of New Custom Field

Hi Uday, 

Yes there is, using a relations summary field - in fact I'm doing something very similar for a report to be emailed. 

This is a very powerful feature. It's available for Enterprise and Unlimited editions.

Create a new Custom Field (in place of yours)

In step 1 you need the field to be Text Area, with Formula:  Field value is based on a formula of :Relations Summary. 

In step 2  give it a name: let's call it "Related Issues" 

In step 3 (Set Formula) you should choose "Custom". 

Here's the clever bit. You need to choose the fields of the Target Object (in the Formula Options> Variables tab). You're not choosing fields from the first tab's fields list as that will give you the fields on the project. But you want those of the Issues "Target" object.

TargetObject.SYSID+ ' ,  ' + TargetObject.Title + ' , ' +Day(TargetObject.DueDate) + '/'+   Month(TargetObject.DueDate) + '/'+   Year(TargetObject.DueDate) +$C_RelatedIssues

You should get:

I-102 , Issue 1 , 12/03/12

I-252 , Issue 2 , 14/12/12

I hope this next bit gets through the forum formatting mechanism - here goes...

In my case, I want to send the results in an HTML table in an email so instead of the ',' divider I am using html  td tags.

'<tr><td>'+TargetObject.SYSID+'</td><td>'+TargetObject.Title+'</td><td>'+ TargetObject.Severity + '</td><td>'+ TargetObject.Priority+'</td><td>'+Day(TargetObject.DueDate) + '/'+   Month(TargetObject.DueDate) + '/'+   Year(TargetObject.DueDate)+'</td><td>'+TargetObject.AssignedTo+'</td><td>'+ TargetObject.State+'</td></tr>'

+$C_RelatedIssues

Here's the results I get: 

<tr><td>I-5703</td><td>Issue 1</td><td>High</td><td>3</td><td>13/6/2012</td><td>david.goulden@clarizen.com</td><td>Submitted</td></tr>

<tr><td>I-5704</td><td>Issue 2</td><td>Medium</td><td>3</td><td>28/6/2012</td><td>david.goulden@clarizen.com</td><td>Submitted</td></tr>

<tr><td>I-5801</td><td>3rd Issue</td><td>Critical</td><td>50</td><td>25/6/2012</td><td>david.goulden@clarizen.com</td><td>Submitted</td></tr>

Hope this helps, 

David

Hi Uday,

Is it a formula based field or a field that is updatable by a workflow rule?

Regards

Rachel

Hi Rachel,

It is formula based custom field. Data updated for only few issues.

is there any to update all issues with out changing status of issue.

Hi Uday,

Basically a formula based field should update the value for all issues upon creation. From that point on, it is based on user's triggered changes.

Can you elaborate on what is the formula?

Thanks

Rachel

Hi Rachel,

Thanks for your reply.

I created a custom field at "All Issue Types" Entity and Filed Type is Text Area which computes based on formula.

And the Formula is to compute text based on Created By, Created Date, OpenedBy, OpenedDate, ResolvedBy, ResolvedDate etc

Here is My Formula :

if(Not(isNull($CreatedBy)) && Not(isNull($CreatedOn)),

"Created, "+ToString($CreatedBy)+", "+ToString($CreatedOn)+", "+$Description+", \n","")

+

if(Not(isNull($OpeningDate)) && Not(isNull($OpenedBy)),

"Opened, "+ToString($OpenedBy)+", "+ ToString($OpeningDate)+", \n","")

+

if(Not(isNull($ResolvedBy)) && Not(isNull($ResolvedDate)),

"Resolved, "+ToString($ResolvedBy)+", "+ ToString($ResolvedDate)+", "+$ResolutionDetails+", \n","")

+

if(Not(isNull($RejectedBy)) && Not(isNull($RejectionDate)),

"Rejected "+ToString($RejectedBy)+",  "+ ToString($RejectionDate)+", :"+$RejectDetails+", \n","")

+

if(Not(isNull($ReopenedBy)) && Not(isNull($ReopeningDate)),

"Reopen, "+ToString($ReopenedBy)+", "+ ToString($ReopeningDate)+", "+$ReopenReasons+", \n","")

+

if(Not(isNull($DeferredBy)) && Not(isNull($DeferringDate)),

"Deferred, "+ToString($DeferredBy)+", "+ ToString($DeferringDate)+", "+$DeferReasons+", \n","")

+

if(Not(isNull($ClosedBy)) && Not(isNull($ClosureDate)),

"Closed,"+ToString($ClosedBy)+", "+ToString($ClosureDate)+", "+$Comment+", ","")

Hi Uday,

The formula seems to be fine. I will take it with the team here and open a case on that and will let you know accordingly.

Regards

Rachel

Hi Rachel,

Thanks for your response. Let me know when you got resolution for it.

--

Uday

Hi Uday,

I have tested it and it's actually supposed to work. 

Can you please so kind and create a new custom field exactly with this formula and check it? (since this is a formula based field, all data will be recreated for this new custom field).

Waiting to hear back from you on that.

Thanks

Rachel

Hi Rachel,

I recreated custom field with same formula. But it doesn`t work out for me.

Is there any option to attach files that you can view to analyze the problem ?

--

Thanks

Uday

Hi Uday,

Let's continue over an email.

my email is: rachel.hadas@clarizen.com

Thanks

Rachel