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# Workfront

## [Follow-up] Calculated Custom Fields Workshop

Thank you to all who attended and participated in today's Calculated Custom Field workshop with the Adobe Workfront Customer Success team. There were so many great ideas shared in the chat, so I'll add those as replies below.

If you missed the session, no worries - here is a link to the recording and a copy of the slide deck with instructions and ready-to-use formulas is attached. We discussed best practices and tips for creating custom forms and walked through 3 calculated custom field examples:

1. Identify the date(s) of status changes - use this to understand how long a work item was in a specific status (ex: On Hold)
2. Link to a tab on an object (ex: Link to Hours tab -- creating a clickable URL for users "Click here to log time")
3. Calculate the number of days between Actual Start and Planned Start or Actual Completion and Planned Completion

I encourage those in attendance to share the formulas and a short description of the calculated custom fields your organization uses so that others can take advantage!

UP-LIKE IDEA [from Helen]: Save a custom report or list view as global View

8 Replies

[From Karlton]

Custom Field Name: Days a User is Inactive

Format: Number

[From Monique]

TYPE: Text field

NOTES: Points to itself and a field called Status Comments

FORMULA:

Custom Field Name: Project Entry to Completion field

Format: Number

Calculated Expression: ROUND(DATEDIFF({actualCompletionDate}, {entryDate}),1)

Custom Field Name: Project Current to Completion field

Format: Number

Calculated Expression: IF({status}="CPL",ROUND(DATEDIFF({DE:Date Went Current},{actualCompletionDate}),2))

Custom Field Name: Date Project went Current field

Format: Date

Calculated Expression: IF(ISBLANK({DE:Date Went Current}),IF({status}="CUR",\$\$NOW),{DE:Date Went Current})

Thanks for adding for me, @NicholeVargas  : )

If this helped you, please mark correct to help others : )

There's a lot of IFs in here but was fun to build.  Our mgmt wanted planned completion dates to show quarters instead of actual date as they tended to move...so instead of 2/15/2023, it would show 1Q/2023, providing wiggle room conversations.

Custom Field Name: Planned Completion by Quarters

Format: Text

Calculated Expression:

IF(MONTH({plannedCompletionDate})=1,CONCAT("Q1","/",YEAR({plannedCompletionDate})),IF(MONTH({plannedCompletionDate})=2,CONCAT("Q1","/",YEAR({plannedCompletionDate})),IF(MONTH({plannedCompletionDate})=3,CONCAT("Q1","/",YEAR({plannedCompletionDate})),IF(MONTH({plannedCompletionDate})=4,CONCAT("Q2","/",YEAR({plannedCompletionDate})),IF(MONTH({plannedCompletionDate})=5,CONCAT("Q2","/",YEAR({plannedCompletionDate})),IF(MONTH({plannedCompletionDate})=6,CONCAT("Q2","/",YEAR({plannedCompletionDate})),IF(MONTH({plannedCompletionDate})=7,CONCAT("Q3","/",YEAR({plannedCompletionDate})),IF(MONTH({plannedCompletionDate})=8,CONCAT("Q3","/",YEAR({plannedCompletionDate})),IF(MONTH({plannedCompletionDate})=9,CONCAT("Q3","/",YEAR({plannedCompletionDate})),IF(MONTH({plannedCompletionDate})=10,CONCAT("Q4","/",YEAR({plannedCompletionDate})),IF(MONTH({plannedCompletionDate})=11,CONCAT("Q4","/",YEAR({plannedCompletionDate})),IF(MONTH({plannedCompletionDate})=12,CONCAT("Q4","/",YEAR({plannedCompletionDate}))))))))))))))

That's cool. You could also accomplish showing grouping by the native quarter grouping for planned completion if you want? Even if you use custom quarters, it'll adhere to those custom quarters...

If this helped you, please mark correct to help others : )