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TimGr1
TimGr1
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  • Hey Mike, I found that for a drop down field, I had to create a specific calculation for each selection and then do display logic so that depending on what gets chosen, it'll only show the one item with the score after the custom form is saved from the selection by the requestor. First calculated f...

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  • Hey Mike, Did you attend the 2019 Leap conference? If so, then you can access the link. If not, then you won't be able to get into (FYI). That being said, I'm also happy to discuss with you what I've learned when developing the scorecard. The main goal that I used out of the scorecard was to driv...

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  • And this may help as well Michelle (I found it the other day for some internal questions about calculations where it may yield some additional help); https://experience.workfront.com/s/article/Condition-operators-in-calculated-custom-expressions-405578809 Tim Greek, PMP IEHP

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  • Hi Michelle, The presentation was called Express Yourself- Getting More out of calculated custom data. If you go into the site for the presentations, in the search field type in "calc" and it'll pop up. I also attended a presentation called Getting Out of Office: Taking Release Management Out of MS ...

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  • Hey Michael, This is a ghost I've been chasing for a long time to just run a meeting with status updates out of WF without the amount of clicks and process to go through. In the new WF Experience, for the Task level, there is an option now for Open Summary. With that, I can setup my views / filters ...

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  • Hi Frank, We've used a scoring process in a couple of different flavors in our department. We have been able to setup with custom forms and based on what gets selected, it will calculate items. Did you attend the Leap conference in 2019? There is a really good presentation that is available that giv...

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  • Hi Denver, This is a manual process for me as well to refresh calculations. I setup a scoring system to weigh priorities from a product management point of view of what items to work on first vs. last which includes items like aging. The days don't auto updated and every few days I have to do a mass...

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  • Hey Jernae, Do you go by whole days in your projects or does the timestamp matter? For me I go by whole day but we've run into this type of stuff as well. I think there's something in a project schedule that can be setup at the admin level where you can state which days are available for a project a...

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  • Hi Pavlin, I have the same need as well. Other than custom fields / form that you mentioned, the way I found around this is that you put in one owner and one sponsor for the project, but you consider others as "executive stakeholders" on the project. They're usually nearly solid dotted lines as far ...

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  • Hi Albert, I ran into this for a long time as well. I never found a clean answer to it but I have noticed overtime things have gotten better. To my understanding our system team and WF administrators moved us to different servers for our instance of the application. There has been a large cleanup of...

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