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 (expired May 2024) 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:
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
[From Karlton]
Custom Field Name: Days a User is Inactive
Format: Number
Calculated Expression: ROUND(DATEDIFF($$NOW,{lastLoginDate}),0)
[From Monique]
Status Comments History Field.
TYPE: Text field
NOTES: Points to itself and a field called Status Comments
FORMULA:
LEFT(IF(LEFT(Status Comments History,LEN(IF(ISBLANK({Status Comments}),"-",{Status Comments})))={Status Comments},Status Comments History,CONCAT(IF(ISBLANK({Status Comments}),"-",{Status Comments})," (",$$NOW,") | ",{Status Comments History})),2000)
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[From Madalyn]
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})
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Thanks for adding for me, @NicholeVargas : )
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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:
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...
True, but this calc field allowed us to do a chart by those percentages, which was also something mgmt wanted to look at
Custom Field Name: Completion Range Percentage
Format: Text
Calculated Expression:
Hi Nicole! Is the video available to view?
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@ljorr16 Unfortunately, the recordings from our events only have a 1-year shelf life, so the link has expired. Based on customer feedback, this will likely be a topic for a future Scale Customer Success workshop so keep an eye out on Experience League!
If you have any specific questions around the slide deck, though, let me know!
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