Original Requestor - Override Field

[Maggie_Gilbert]

Hello,

I have calculated fields in my request form to capture the name of the person who put in the request and their home team. When this form was setup in implementation, we put a "Requestor Team Override" field that is visible to admins only, in the event we need to update the requestor team. I would like to also add a "Requestor Override" be able to also override the Original Requestor name, but I'm not quite sure what the code would look like to do that.

Here is the calculation for the Requestor Team field:

IF(ISBLANK({DE:Requestor Team Override:name}),IF(ISBLANK({convertedOpTaskOriginator}),{owner}.{homeTeam}.{name},{convertedOpTaskOriginator}.{homeTeam}.{name}),{DE:Requestor Team Override:name})

Calculation for the Requestor Team Override is a Typeahead field, with reference object type set to "Team"

The calculation for the "Original Requestor" field is:

{convertedOpTaskOriginator}.{name}

Any ideas on how to create an admin only field that overrides this "Original Requestor" field?

Thank you!!

[IvanBebek-iX]

Hi @Maggie_Gilbert 

Following the above example and guessing you want to keep similar functionality I think it could be something like this

IF(ISBLANK({DE:Requestor Override:name}),IF(ISBLANK({convertedOpTaskOriginator}),{owner}.{name},{convertedOpTaskOriginator}.{name}),{DE:Requestor Override:name})

I have wrote this pretty much blind and not aware of the system specifics you might have, please review and let me know if this works / is doing what you need? 

Best regards,
Ivan

[Maggie_Gilbert]

Thank you! This seems to work within the request and project, but when I try to add a column in a report to pull in the requestor field, it's not pulling in the override field:

displayname=Project Requestor
linkedname=convertedOpTaskOriginator
namekey=view.relatedcolumn
namekeyargkey.0=convertedOpTaskOriginator
namekeyargkey.1=firstName
querysort=convertedOpTaskOriginator:firstName
valuefield=convertedOpTaskOriginator:firstName
valueformat=HTML

[Maggie_Gilbert]

To clarify, the formula you provided is working within the request + project. I no longer see the name of the original requestor once I use the override field. However, when I pull in this project requestor field into a a report, it's defaulting to the original requestor, not the pulling in the override.

[IvanBebek-iX]

Hi @Maggie_Gilbert,

per formula you are relying on the out of the box field  

convertedOpTaskOriginator

meaning this would always return the value of the original requestor as this is out of the box field.

In this case for the report you should use the calculated field  for example

valuefield=Custom Field
querysort=DE:Custom Field
valueformat=customDataLabelsAsString
linkedname=direct
namekey=Custom Field

Something like this, of course replacing the Custom Field with the name of your custom calculated field.

For additional help with making this work please refer to the documentation https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/calculated-custom-data/... and https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/calculated-custom-data/... .

Hopefully this helps.

Best regards,
Ivan