On a report, can you summarize a custom expression column in the grouping? How to report a predecessors actual completion date? | Community
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KristyMu1
Level 4
April 27, 2020
Question

On a report, can you summarize a custom expression column in the grouping? How to report a predecessors actual completion date?

  • April 27, 2020
  • 2 replies
  • 852 views

I have a task report that has some calculated columns. Has anyone figured out a work around to summarize a calculated column that has a value expression? On my report I'm also trying to get a column with the predecessor task's actual completion date (or better yet the custom field "Actual Audit Date" on the predecessor task). The tasks on this report all only have one predecessor task each.

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    2 replies

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity Advisor
    Community Advisor
    April 27, 2020

    I have an idea Kristy,

    Since there is only one predecessor, when that predecessor’s Actual Completion Date is filled in (which, procedurally, you could set to the Actual Audit Date, and make the latter a calculated parameter that then points to the Actual Completion Date), Workfront will automatically then set the successor task’s Handoff Date to that same Actual Completion Date, which you can then easily report on and summarize (eg Max) directly as a column (Handoff Date) on the successor task row.

    Regards,

    Doug

    K
    KristyMu1Author
    Level 4
    April 27, 2020

    That works. Will a tasks Handoff Date be affected if the predecessor has an approval process. Does the handoff happen when the task is marked as CPL-A or when it is CPL?

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity Advisor
    Community Advisor
    April 27, 2020

    Worth testing, but I expect that not until (but as soon as) the predecessor's Actual Completion Date is filled in will the successor Handoff Date then automatically populate.

    Regards,

    Doug

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