[Follow-up] Calculated Custom Fields Workshop | Community
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NicholeVargas
Adobe Employee
NicholeVargasAdobe Employee
Adobe Employee
May 11, 2023

[Follow-up] Calculated Custom Fields Workshop

  • May 11, 2023
  • 5 replies
  • 4788 views

 

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:

  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 

 

    5 replies

    NicholeVargas
    Adobe Employee
    NicholeVargasAdobe EmployeeAuthor
    Adobe Employee
    May 11, 2023

    [From Karlton]

    Custom Field Name: Days a User is Inactive

    Format: Number

    Calculated Expression: ROUND(DATEDIFF($$NOW,{lastLoginDate}),0)  

      NicholeVargas
      Adobe Employee
      NicholeVargasAdobe EmployeeAuthor
      Adobe Employee
      May 11, 2023

      [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)

      NicholeVargas
      Adobe Employee
      NicholeVargasAdobe EmployeeAuthor
      Adobe Employee
      May 11, 2023

      [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})

      Madalyn_Destafney
      Community Advisor
      Madalyn_DestafneyCommunity Advisor
      Community Advisor
      May 11, 2023

      Thanks for adding for me, @nicholevargas  : )

      If this helped you, please mark correct to help others : )
        Kurt_Jones
        Community Advisor
        Kurt_JonesCommunity Advisor
        Community Advisor
        May 11, 2023

        Custom Field Name: Completion Range Percentage

        Format: Text

        Calculated Expression:  

        IF({percentComplete}<"25","< 25%",IF({percentComplete}<="50","25-50%",IF({percentComplete}<="75","50-75%",IF({percentComplete}>="75","> 75%"))))
          L
          ljorr16
          September 23, 2024

          Hi Nicole! Is the video available to view?

          NicholeVargas
          Adobe Employee
          NicholeVargasAdobe EmployeeAuthor
          Adobe Employee
          September 23, 2024

          @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! 

            L
            ljorr16
            July 8, 2025

            Hi again, I saw in the pdf that there was a way to bring in a field that would allow a user to make an update from a project report. I'm stumped. Any hints? This would be SUPER useful for a group of users. I got as far as this: 

            CONCAT("https://floridablue.my.workfront.com","/","project/","/updates")
             

            Thank you!!

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