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SOLVED

Calculated Field to Pull in Field on Related Object

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Level 9

Hi WF Community,

I'm looking to pull in the Planned Completion Date to a custom calculated field on an Issue form.

I've attached a screenshot of my formula. Can anyone advise as to what I'm doing wrong?

Thanks.

Nick

1 Accepted Solution

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Correct answer by
Community Advisor

You might want to use "Source Task.Planned Completion Date". I usually find the fields by creating a report and seeing what I would use in that report space. So by pulling up an issue report and looking through the fields, I don't see a Task section but I do see a Source Task section. So that would be my first guess about what would work with the issue calculated field. By the way, I see your calculated field is set to text... you might want to set it to Date or Date/Time instead.

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2 Replies

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Correct answer by
Community Advisor

You might want to use "Source Task.Planned Completion Date". I usually find the fields by creating a report and seeing what I would use in that report space. So by pulling up an issue report and looking through the fields, I don't see a Task section but I do see a Source Task section. So that would be my first guess about what would work with the issue calculated field. By the way, I see your calculated field is set to text... you might want to set it to Date or Date/Time instead.

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Level 9

That worked...thanks, Skye....and for your thought process.