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Using Fusion to update a field in Workfront Planning does not trigger a calculated value based on that field

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Level 1

Hi, this might be a trivial question, but I am unable to get it to work.

I have a calculated field that should update its value whenever a second field (status) is updated. I want to use Fusion to update the status, and I am able to make that update, but it seems the formula of the calculated field is not triggered with this update. 

Is there a way to actually update the status field through Fusion, and trigger the calculated field to be updated as well?

 

Thanks in advance for any help.

 

Joao

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8 Replies

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Community Advisor

Check your calculated field first: does it work when you manually update the status? 

 

If it does, you can force a recalc of the custom fields. See the Fusion module MiscActions

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Level 1

The calculated field works when I update the status manually; and I can't seem to find the MiscActions module for Workfront Planning. Is there any other way?

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Community Advisor

Hi @JoaoMo2 
I apologize I misread your question. 

Correct there's no MiscAction in Planning (that's Workfront) 

 

I see my formula updating right after I set the field that the formula uses. 
I did 

  1. get records
  2. set field
  3. get records again -> formula was updated

Maybe if you share more specifics we can review? 
Also - is this production, sandbox, preview? 

 

 

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Level 1

I am testing this in Preview. My steps are:

  1. Check for new records added via a trigger module, and check if those new records have a blank status
  2. If the status is blank, update the Workfront Planning record and change status to Backlog

 

I tried now a similar logic as the one you shared, by getting the new record after updating it, but it did not do anything to the formula field

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Community Advisor

Frustrating. There's a chance Preview processing is slow (production is prioritized) but that's a guess. 
What is your formula? 

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Level 1

How slow would the processing be? I have a test record that was added 5 minutes ago and there is no update on the calculated field.
This is the formula in place on that specific field

IF({️ Status}="Backlog" && ISBLANK({️  Sprint Schedule}), 
   CONCAT("Backlog | ", {️ Tactic Name}), 
   IF({️ Status}="Backlog" && !ISBLANK({️  Sprint Schedule}), 
      CONCAT({️  Sprint Schedule}, " | Backlog | ", {️ Tactic Name}), 
      IF({️ Status}="Planned" && !ISBLANK({️  Sprint Schedule}), 
         CONCAT({️  Sprint Schedule}, " | In sprint - not started | ", {️ Tactic Name}), 
         IF(!ISBLANK({️  Sprint Schedule}), 
            CONCAT({️  Sprint Schedule}, " | ", {️ Status}, " | ", {️ Tactic Name}), 
            CONCAT({️ Status}, " | ", {️ Tactic Name})
         )
      )
   )
)

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Community Advisor

I wonder the way you ordered the conditions may make a combination fall through the cracks. 

 

I've tried to "clean it up" - if that doesn't work still, then I'd take ONE record, the one you see working when making a change manually, and put that specific record in Fusion (ie change its status) and read it after modifying it. 
If that is not working it's time for a ticket, probably. 

IF(
    {Status}="Backlog",
    IF(ISBLANK({Sprint Schedule}), 
        CONCAT("Backlog | ", {Tactic Name}),
        CONCAT({Sprint Schedule}, " | Backlog | ", {Tactic Name})
    ),
    IF(!ISBLANK({Sprint Schedule}),
        IF({Status}="Planned",
            CONCAT({Sprint Schedule}, " | In sprint - not started | ", {Tactic Name}),
            CONCAT({Sprint Schedule}, " | ", {Status}, " | ", {Tactic Name})
        ),
        CONCAT({Status}, " | ", {Tactic Name})
    )
)

 

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Level 1

I tried with that cleaned up formula, as well as with a specific record, but still couldn't get the formula to kick in. 

Will open a ticket for this.

 

Thank you for your help, really appreciated it!