I am trying to write a workflow rule that uses the value in the Impact Weight field in my calculation. But I cannot seem to reference it in my formula options. How do I do this?
Please sign in to leave a comment.
Peter,
For future reference, be sure to post Configuration/Customization questions in the Customization Topic. As for your question, I think this may be based on the Item type you are using for your Workflow rule. There are 2 Impact Weight fields, one is at the Related Work and the other is Hierarchy Item type. What Item type is your workflow rule on?
What is the Use case?
Hi Peter,
Impact Weight is a field on the hierarchy (parent) link. Please share your use case so I can guide you.
Regards,
Tamir
Our Salesforce integration creates a project at Closed-Won; grabbing the appropriate template and assigning the Fixed Price of the project from Total Price field on opportunity product. However, sometimes a product needs (2) projects created. So, I have updated the template to have (2) sub-projects within it, and now I need the Fixed Price to be split appropriately.
My thought is that if I can "force" the weight on each of the subprojects, then I could write a rule that uses those percentages to allocate the right Fixed Price amount. Basically the formula would be (Parent.FixedPrice x Impact Weight) = Fixed Price
But I can't seem to find a way to reference the Impact Weight field. Thanks!
Hi Peter,
I still don't follow why to use Impact Weight in the Fixed Price calculation. Impact Weight purpose is used in the % complete calculation based on the following logic, we have 3 group types of children's under the hammock
· Priority 1 – Workitems that have weight
o Distribution in the group is according to the weight of the individual workitem = SUM(all workitems weight)/ workitem weight
· Priority 2 - Workitems that have work
o Distribution in the group is according to the work of the individual workitem = SUM(all workitems work)/ workitem work
· Priority 3 – All others workitems
o Distribution in the group is linear = 1/COUNT(all workitems work)
The distribution between the groups is according to the count of children in each group.
Nevertheless if you still think it would make sense to use it in your case. You need to have a WR upon creation of parent link (All links->hierarchy-->parent):
Eval criteria: isTriggeredBy('NewFromTemplate) && $Parent.FixedPrice<>0
Actions:
Update Field Child.Fixed Price= ImpactWeight*Parent.FixedPrice
Please let me know if it makes sense.
Good luck!
Tamir