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Custom field for Remaining Status for Request

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Level 10

Hi

 

Looking for your expertise, appreciate for recommendation.

Trying to create a custom field name as "Remaining Cases". The field should collect visualise in numbers.

Formalua to understand;

No. of Remaining Cases = No. cases in status "New" + No. of cases in "In Progress".

Any suggestion???

 

Mvh

Kundan.

6 Replies

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Level 7

With Fusion I got to this:

Rafal_Bainie_2-1670516013182.png

I got input using 3 API calls along these lines

Rafal_Bainie_1-1670515920936.png

is this what you were looking for? not sure if that is doable directly in WF

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Level 10

Thank @Rafal_Bainie 

Actually, we donot have Fusion. But trying to get this overview, attached for your reference.

Mvh

KundanStatus_of_cases_in_Numbers_Excel.jpg

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Level 7

if you are after such chart than I have no idea how to recreate this chart in Workfront without previously performing calculation I described above.

However, what do you mean by cases? are these tasks or issues?

If these are tasks than Metrics page does summarize this data nicely:

 

Rafal_Bainie_1-1670589674910.png

 

Same is not available for issues unfortunately

 

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Level 10

Hi @Rafal_Bainie 

 

All these are issues, created under a request queue project set up. So, i was trying to create a custom field, for example "Remaining" which is equal to "=(No. cases in status "New" + No. of cases in "In Progress)". The result should be in count. Any idea if you, such text mode to count the numbers from two diferrent statuses (New + In Progress) can summed up and shows as a combined value?

 

Appreciate if have to share. Have a nice weekend!

 

Mvh

Kundan.

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Level 7

I realized that to achieve what you are after an issue would have to have 2 categories applied at once and included twice in the same chart. I don't think that WF database will allow for such structure. especially if you want to lay this over timeline
The best I was able to get was this:

Rafal_Bainie_0-1670598289077.png

 

formula is simple:

IF({status}!="CLS","Remaining","Closed")

No values - I would have to force recalculation on these issues, so please ignore them

 

without timeline that would kind of work:

Rafal_Bainie_0-1670598509541.png

 

 

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Level 7

You could build 3 separate reports like the one above:

1. data from 2months back, 

2. data from last month

3. data from current month

lay them out nicely in a row on dashboard...