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Relation summary help

Hello,

I'm trying the relation summary feature on Clarizen.

I'm attempting 2 operations:

  1. a relation summary on a task level that will aggregate the total number of related issues and display on the task level the number of open issues per task.

  2. a relation summary field on the user level that shows which user group he/she is assigned to.

First, I'd like to understand if there's a difference between a relation summary and a relation summary field.

Second, I would need some help on implementing these operations.

  1. The task relation summary gives me the most trouble as I do not know what option to select in the settings/customization/task panel. I'd also like to know where the result will be shown.

For now I've created a new field, text type, called it related issues, set formula to custom, set Relation to $Issues and finally Related issues (Text) =$C_Relatedissues

What am I doing wrong ? Were do I see the result?

  1. the user relation summary field is eluding me as when I try to create a new field as per the tutorial video in settings/customization/resource entity/user I set a new field, set the field type to Reference to object, set referenced entity to User Group, check field value formula box set to This Object.

After this I don't know what to put as a formula, and how to make it appear in the main UI next to the user.

 

I would be grateful if you could assist with these issues today.

Jonathan Angel 1 Answered

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Hi Jonathan,

Relations Summary is only ever a field, it allows you to aggregate data from fields in items that are related to the object you've build the field on.

There is also a Rollup Summary capability which, if creating the field on Work Item (rather than on Task, Milestone, Project) will allow you to aggregate the values in the field up the Work Plan hierarchy (e.g. a milestone will aggregate all the values of the tasks beneath it).

 

To see the field's values, either go to the Properties > Custom tab for the object you've built the field on (Task, in your case), or just make a custom column view and add the field there.

For the task, as you want a count, you need it to be a numeric field.

In the formula, you set the Summary Type as "Count" (as opposed to Min, Max, Sum or Average) and the Relation is Issues. This will give you all Issues that are linked to the Task.

Technically, there is a link called Related Work which sits between the Issue and the Task and that's because the same issue can be related to many tasks.

Now, the final part here is the filter. You want only Open Issues, and you don't want Risks, Requests or Bugs.

The task you are on is the current object and if you look at the list of fields in the Formula Options, you'll see the fields for the task, which is no good.

To get to the fields in the related Issues, go to the Formula Options > Variables tab and there you can see the Target  Object and Target Object >

If you click on the one with the ">" it'll drill down into the fields of the object, which in your case is Issues.

open-issues.png

 

 Now, for the second question about Groups.

You can actually just add the Member of field into the view for users and you'll be able to see it in the Resources tab or in User Management

 

GroupsSkills.png

 

If you do want to waste a precious Relations Summary field on this, you can use this technique of iterating through the related objects by self-referencing the field.

Choose a Text Area, the relation is Custom and Member of.

 

mygroups.png

 

 

 

David Goulden 0 votes