Expand my Community achievements bar.

Interested in getting an Adobe Workfront certification? Don't miss our AMA on June 10th, where our experts will be available to answer any questions you may have about getting certified!

Mark Solution

This conversation has been locked due to inactivity. Please create a new post.

Reporting Help: Completed 1 Year Ago Today (Yes/No)

Avatar

Level 2

Hi Community -

Is it possible to create a Task report with a column called Completed 1 Year Ago? The column should have 2 values: Yes or No, based on whether or not Actual Completion Date is <= $$TODAY-1y. The column should be available for selection as a Grouping.

If so, how should I do it? Custom Form/Calculated Field? Text mode? Something else?

The problem with my attempts with Custom Form/Calculated Field has been Workfront calculated the calculated field on the day I created it... August 2, 2020, but it hasn't updated it automatically since. So, tasks completed between August 3, 2019 and October 2, 2019 still show Completed 1 Year Ago = No.

Thanks,

Rob

Topics

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

2 Replies

Avatar

Community Advisor

Hi Rob,

I was able to do this without any custom calculations. Hopefully this helps.

In the task report I pulled in the column "Actual Completion Date"

On that column I changed the name to "Completed 1 Year Ago" and added 2 conditional formatting rules:

  1. If Actual Completion Date is ‚â§ $$TODAY-1y show text Yes
  2. If Actual Completion Date is > $$TODAY-1y show text No

I was not able to cleaning group by Yes / No but instead grouped by year and also sorted by the date which at least puts all of the yes's first.

Hope this helps

Avatar

Level 10

If you'd like a grouping, here is some text mode for that.

group.0.name=

group.0.valueexpression=IF({actualCompletionDate}<=$$TODAY-1y,"Yes","No")

group.0.valueformat=string

textmode=true