Referencing task fields in a calculated field

[RobSt]

Hi team!

Below a challenge, which one of you potentially has a solution for. Curious, and thanks in advance!!

Challenge

As a Workfront admin I want to create a custom field on a sub-task that concats several fields used in (sub)tasks higher in the task-hierarchy. We cannot seem to tackle this in Workfront.

Background

On sub-task level we like to create a calculated field specifying the naming convention of the document a design needs to create based on the sub-task. This calculated field used fields managed on several layers within this main task. 

Example

Filename: [skuNumber-productShortName-assetType], where:

• skuNumber is a field managed on the main task
• productShortName is a field managed on the 1st sub-task
• assetType is a field managed on the 2nd sub-task
• The filename is a concat of these fields within the 2nd sub-task

Ask 

• How can we achieve this in Workfront?
• Can we manage this outside of Fusion? And so: how? If not: how would you recommend creating this?

[lgaertner · Accepted solution]

Hi Rob,

Unfortunately the possibilities are very limited, as calculated fields can only reference objects found in the References tab of the object in the API Explorer.

Starting from a sub-task or "sub-sub-task", you are able to reference the parent task or the main task using

{parent}.{<fieldName>}

resp.

{parent}.{parent}.{<fieldName>}

To find out on which subtask layer the task is located, you can use

{ident}

Combined with an IF() function you could possibly CONCAT() your desired output.

If Fusion is an option, you can have a look at this thread.

I hope I was able to help a little bit.

Regards

Lars

[RobSt]

Thanks Lars! This makes sense... And after reading your feedback, we decided to manage this in Fusion, indeed. Best!