Expand my Community achievements bar.

How do i show the start date of a task in a project, on a custom form?

Avatar

Level 1

Hey Team!! 

I am trying to get 2 things set up. 

First i need to get the start date of this task - "Print | Mail Entry Date", to display on our custom project form (so we can see it in Project Details). 
I have been trying to learn calculated fields, but i cannot find anything about getting info from a custom task (IE insert task name here and use it for calculations) 

Second to this, i then want to use that calculated field, in a portfolio view. where it compares it to another Date field in the project form and then flags the box Red (if greater than date) or green (if Sooner than date)! 

 

We originally had this 2nd part set up, working with Planned completion date (which was the same date as the Mail entry task date) but now we are adding closing tasks to projects, so it needs to change to a specific task that compares against the entered date field in the form. . 

Any help so very greatly appreciated!! @Richard_Le_  i saw your answer on another post that looked close! 

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

2 Replies

Avatar

Level 1

@VictoriaLinn also your recommendation in another post was sort of close? any help would be fab thanks! 

Side note i was trying to write it, something like this? but not sure where im going wrong as {name} doesnt seem to work in a calc field.

IF({name}="Print | Mail Entry Date", {plannedStartDate})

Avatar

Level 9

Hello Matt,

 

Unfortunately it is not yet possible to reference collections in a calculated field, so without Fusion or something similar, this will be impossible.

 

 

Regards

Lars