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New Blog Post! Save Time Using Calculated Custom Fields

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Employee Advisor

Save Time Using Calculated Fields to Capture Dates, Details and Data.

Do you find yourself scrolling through multiple pages of the update stream just to find the date a particular project status changed? Or do you store information on a portfolio that all tasks within need to reference? Did you know that you can capture these pieces of information in a calculated custom field so that it's easily accessible and can be used in reporting? Click into the full blog post here to view two examples of how to use calculated fields within your organization! Nichole Vargas Customer Programs Specialist, Workfront

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3 Replies

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So Let's say I want to track the user who added the custom form, but I don't want anything displayed in the Updates tab. Can I use a custom calculated field to do that in a hidden section that only Admins can see? What would that formula be? ($$USER didn't do it) Travis Grogan Staples, Inc.

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Employee Advisor
@Travis Grogan , Currently, user based wildcards ($$USER) cannot be used in calculated custom fields, so I would recommend using a Typeahead field and then having the user enter in their name once the form is added to the object. On the other hand, you can track the date/time in which a custom form was added by following the steps below: Either create a new custom form (project, task, issue, etc.) and or edit an existing one Create a new calculated custom field called Date Custom Form Added . If you want, put it under an Admin Only section break. Change the Format to Date/Time Leave the calculation field blank and click Apply. This will create your field in the database. Once your field has been created in the database, click into the calculation text box and paste the following IF(ISBLANK({DE:Date Custom Form Added}),$$NOW,{DE:Date Custom Form Added}) This will track the date/time in which the custom form was added automatically, regardless of whether or not it was added via the Custom Forms tab, Edit Project/Task/Issue or if added through a custom view. If you have any questions, let me know! Nichole Vargas Workfront

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Level 2
Unfortunately that does not help my use case. I need to "anonymously" track who enters the form. But thanks for the reply. Travis Grogan Staples, Inc.