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I need help writing a formula...i think :)

Hello, I am trying to create a custom field to display a date. I am specifically trying to have a custom field in the Project Banner display a particular Task's Due Date. I assume I can do this via a formula however I am not certain how to write it out. Any advice on how to accomplish this?

Lee Hodge Answered

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Lee, 

This can be done by creating the Custom Field at the Work Item level, not specific to Project Item Level so that the field can be used at both the Project and Task level. The field would contain a formula that pulls the Due Date field ($DueDate) from the Task. 

The complicated part is how to pinpoint which Task to pull it from as there are likely multiple Tasks. Are you expecting this to be dynamic or for a specific task on the project. This is the part that needs to be figured out based on your needs.

Also, I am going to repost this question to the Customization section of the forum to get more eyes on this. Also, we have Office Hours - Advanced Webinars that are always available where you can ask such questions and get responses from our Experts with Visual answers. Here is the link to register...

http://www.clarizen.com/live-demo.html#second

 

Sincerely, 

Boris

Boris Krutiy 0 votes
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Lee,

 

If I understand your use case you are trying to pull a due date of a specific task to the project level. Since formula based fields don't cannot run relations (in that case WorkItems under a specific project) - you'll have to use a workflow rule for that. The workflow rule should run on the task level. The Evaluation criteria can be something like that: $Name='Specific task name' && (isChanged($DueDate) || isnew()) && $Project<>NULL. Run time is upon creation or change.

The action should be: 

Update field: Project.CustomFieldName Value=$DueDate

Please feel free to hop on our weekly office hours to get some more assistance as needed.

Regards,

Tamir

Tamir Avital 0 votes
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