Overwriting the Value in a Calculated Field

Question

I've spent some time researching, but haven't found a similar question yet. Is there a way for someone to fill out a custom form, and overwrite a calculated field value with a new value?

Background: We are attempting to minimize the manual data entry of our Project Owners, while also moving more of our project management activities into Workfront. We capture a lot of data in a project-level custom form. We are creating a task-level custom form, to replace Excel spreadsheets for some tasks. To cut down on data re-entry, I am looking at calculated fields to repopulate the project-level data in the task-level forms. However, there are corner cases where those values might change.

For example: We have a Cost Center field at the project level. It would be nice if the Project Owner didn't have to re-enter the Cost Center on the task custom form as well. However, there is a chance the Cost Center might change for some tasks. How can we have our cake and eat it too?

One idea I'm considering is...using the calculated fields, but also having Other fields for custom entry, and if they get filled out, then the calculated field gets hidden...that seems cumbersome to implement AND train our Project Owners on.

Doug_Den_Hoed_AtAppStore · Answer

You’re on the right track, Jess.

I suggest you create “Cost Center Default” (text) at the Project level, “Cost Center Override” (text) at the Task level, and “Cost Center” (calculated) at the Task level, with this formula:

IF(ISBLANK(Cost Center Override,Project.Cost Center Default,Cost Center Override)

Cost Center is then the parameter to use in your reports and view, giving you one-stop shopping, whether it's showing the Default, or the Override.

Regards,

Doug

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