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For those trying to clean up their templates, I have some goodies for you.

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Level 10

The following filters are for a template report. They should help you see which templates are being used, or not. How often, or not. And when.

Associated CUR PLN ONH projects (projects made from these templates are in progress)

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=PROJ
EXISTS:a:statusEquatesWith=CUR PLN ONH
EXISTS:a:statusEquatesWith_Mod=in
EXISTS:a:templateID=FIELD:ID
isActive=true
isActive_Mod=eq

Associated Projects in Past year (these templates got used this year)

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=PROJ
EXISTS:a:entryDate=$$NOW-1y
EXISTS:a:entryDate_Mod=gte
EXISTS:a:templateID=FIELD:ID
isActive=true
isActive_Mod=eq

Associated Projects (these templates got used at some point)

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=PROJ
EXISTS:a:templateID=FIELD:ID
isActive=true
isActive_Mod=eq

No Associated CUR PLN ONH projects (no projects made from this template are currently open)

EXISTS:a:$$EXISTSMOD=NOTEXISTS
EXISTS:a:$$OBJCODE=PROJ
EXISTS:a:statusEquatesWith=CUR PLN ONH
EXISTS:a:statusEquatesWith_Mod=in
EXISTS:a:templateID=FIELD:ID
isActive=true
isActive_Mod=eq

No Associated Projects in Past year (this template hasn't been used in a year)

EXISTS:a:$$EXISTSMOD=NOTEXISTS
EXISTS:a:$$OBJCODE=PROJ
EXISTS:a:entryDate=$$NOW-1y
EXISTS:a:entryDate_Mod=gte
EXISTS:a:templateID=FIELD:ID
isActive=true
isActive_Mod=eq

No Associated Projects (this template has never been used)

EXISTS:a:$$EXISTSMOD=NOTEXISTS
EXISTS:a:$$OBJCODE=PROJ
EXISTS:a:templateID=FIELD:ID
isActive=true
isActive_Mod=eq

 If anyone has any tips and tricks to add, please do.

3 Replies

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Community Advisor

This is awesome!!! I haven't tried any of these yet but do you know if these will show templates that are attached second and beyond to a project (if you're doing a modular/add-on process) or only templates used to initially create projects?

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Level 10

Hi Monique,

 

Unfortunately, WF does not consider a secondary or sub-template on the project level, only the task level. These filters only consider projects. If you create or attach a template to a project and then look at the template in the overview, it will display that template. If you then attach a second template, that template will not be associated at the project level. I guess that keeps templates from being collections, which has its own set of limitations.

If you add a "Template" column to the tasks list for the project, it will show you which tasks came from which template. here is the code for a template column at the task level:

displayname=Template
linkedname=templateTask
namekey=view.relatedcolumn
namekeyargkey.0=templateTask
namekeyargkey.1=name
querysort=templateTask:template::name
styledef.case.0.comparison.icon=false
styledef.case.0.comparison.leftmethod=percentComplete
styledef.case.0.comparison.lefttext=percentComplete
styledef.case.0.comparison.operator=lte
styledef.case.0.comparison.operatortype=double
styledef.case.0.comparison.righttext=100
styledef.case.0.comparison.trueproperty.0.name=textcolor
styledef.case.0.comparison.trueproperty.0.value=b8b8b8
styledef.case.0.comparison.truetext=
textmode=true
valuefield=templateTask:template:name
valueformat=HTML

 

What you could do (if you really wanted to) is to change the EXISTS statement to filter for tasks, not projects. It would have to cycle through each task so it wouldn't be very efficient, if it worked at all (and I'm not sure it would). Maybe @Doug_Den_Hoed__AtAppStore  has an opinion on if that would work!

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Community Advisor

Thanks Randy. I was "leading the class" with that question as this came up earlier this week in one of the CS@Scale events around templates and wanted to make sure everyone else understood this fully.

I appreciate you adding the template task column text mode, I feel this will be really helpful for a lot of folx, myself included!