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Level 3
Jan 30, 2023 3:37 PM UTC
Solved

Auto increment a custom value

Hi everyone

 

Say I have a list of 4 projects. Each project has a custom field "ranking" and their values are 1, 2, 3 respectively for each project:

i.e.

Project 1 ranking = 1

Project 2 ranking = 2

Project 3 ranking = 3

 

Say now I have a new project created, and I assign the "ranking value" of this project to be 2:

 

Here is the tricky part - I want Workfront to be able to update the projects that fall beneath this rank to have their ranking value incremented. So the result I am looking for would be:

 

Project 1 ranking = 1

(new) Project ranking = 2

Project 2 ranking = 3

Project 3 ranking = 4

 

Is this even feasible in Workfront? 

 

Thanks in advance!

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Doug_Den_Hoed_AtAppStore
Doug_Den_Hoed_AtAppStoreAccepted solution
Community Advisor
Jan 30, 2023 9:17 PM UTC

 

Hi @ibmfur,

 

Unfortunately, this post didn't transfer from 0ne.workfront.com very smoothly, and the underlying link to the specific Portfolio Optimizer article is broken (so here is a generic article), but in short, Workfront's built in sorting and/or drag'n'drop functionality to move projects up and down within a Portfolio will automatically populate each such project's "Portfolio Rank", which is an ordinal number (1, 2, 3...) that you could then use to solve your reordering requirements.

 

Regards,

Doug

Learn more at www.atappstore.com, email doug.denhoed@atappstore.com, or tag me here @Doug_Den_Hoed_AtAppStore.

2 replies

Doug_Den_Hoed_AtAppStore
Community Advisor
Doug_Den_Hoed_AtAppStoreCommunity AdvisorAccepted solution
Community Advisor
Jan 30, 2023 9:17 PM UTC

 

Hi @ibmfur,

 

Unfortunately, this post didn't transfer from 0ne.workfront.com very smoothly, and the underlying link to the specific Portfolio Optimizer article is broken (so here is a generic article), but in short, Workfront's built in sorting and/or drag'n'drop functionality to move projects up and down within a Portfolio will automatically populate each such project's "Portfolio Rank", which is an ordinal number (1, 2, 3...) that you could then use to solve your reordering requirements.

 

Regards,

Doug

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Learn more at www.atappstore.com, email doug.denhoed@atappstore.com, or tag me here @Doug_Den_Hoed_AtAppStore.
ibmfurAuthor
Level 3
Jan 31, 2023 9:31 AM UTC

This is great Doug. Many thanks for pointing me to the interesting post

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