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SethSk
February 28, 2020
Question

Calculated Fields On Request Form

  • February 28, 2020
  • 4 replies
  • 1251 views
When one of our team members submits a request, we want them to select a start date or due date and show calculated dates for hand offs and approvals. Then we can use conditional logic to warn about time constraints or whatever. Unfortunately, it doesn't seem like calculate fields will actually calculate until the form is submitted. Any ideas on if this is possible? Am I doing something wrong? Seth Skinner Focus Brands
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4 replies

SarahWilkersonCA
SarahWilkersonCA
Level 7
February 28, 2020
I have the same need. We've been told that the calculations would not calculate until the request "submit" button is pressed. I would love to hear if there are any other ways to have an on intake form calculation run before submittal. Sarah Wilkerson Yamaha Corporation of America
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EricaLo
Level 3
February 29, 2020
This was something my company desperately wanted when we were going through implementation but were told wasn't possible. That as well the due date calendar field to automatically gray out dates that don't allow enough time for the project to be completed. Erica Lorenzo Writer-Editor BKD,LLP
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OliviaMi
Level 4
October 28, 2020

Hi @Erica Lorenzo‚ ~ we were wanting to set up what you mention in your comment above - having dates grayed out in the calendar field that wouldn't allow enough time to complete a project/request... any luck on this or is this still a system limitation, if you may know? Thank you ~ Olivia, Talking Rain

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EricaLo
Level 3
October 28, 2020

Hi @Olivia Miasik‚, unfortunately I don't think they've created this capability yet.

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    EXP_-_DustinMa
    Level 8
    March 2, 2020
    Hi Seth, There are a few ways calculated fields update. However, the main thing to note is that they aren't automatic. The first way: When you submit a request with a custom form attached to it, the fields are updated upon creation. The second way: When a request is created without the custom form, and then the custom form is attached. Once you hit Save, it updates the custom data on that request. The third way: When a custom field is modified, the rest of the form is updated as well. The fourth way: When you edit the custom field via the custom form via Setup, there is a button called "Update previous calculations". However, one thing to note about this method is that it will only update that specific field, not all the fields on the entire custom form. The fifth, and last way: Bulk edit. When you select multiple issues, click Edit, scroll down, there is a box that says " Recalculate Custom Expressions" This will recalculate all the custom data on the objects you've selected. I hope this helps! Thanks, Dustin Martin Assigned Support Engineer Workfront
    imgrund
    Adobe Employee
    imgrundAdobe Employee
    Adobe Employee
    March 3, 2020
    Not sure what type of requests these are, but is there a dashboard that the user can look at to see the "progress" of the request? Maybe you can use some of the conditions to highlight things that are going to mess up the request's "progress". Like we have a field for our PIFs that says "when do you need the timeline". If it is less than 48 hours from the request, we have a calculated field that gives a warning and when that is yes, we have the request appear as yellow. That let's them know in the dashboard that they might not get everything they asked for. ;) Anthony Imgrund FCB
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