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Formula needs Workflow Phase field RRS feed

  • Question

  • Hi I need an automated RAG formula at Task level that relates to where a project is in its lifecycle. The Workflow Phase field is not available in the list of available fields to add into the formula. Is there a workaround to derive it?

    thanks

    Dan

    Wednesday, July 5, 2017 1:57 PM

All replies

  • Hi,

    no very nice workaround: If you are using a workflow, this workflow could adjust a new ECF on Project level when chaniging phase. And you could use this additional ECF for formulas.

    Just a thought ....

    Regards
    Barbara

    Thursday, July 6, 2017 6:48 AM
    Moderator
  • Thanks Barbara,  my mind was wandering towards that same solution although I did have problems last time I tried using a workflow to update a ECF.. something about having to check the project back in before the ECF could be updated which seemed a bit odd.

    cheers

    Dan

    Thursday, July 6, 2017 7:29 AM
  • Hi Dan,

    I see what you are talking about. I solved that by adding a "Wait for Project Event" before updating any field. Of course, this may cause some delay, but you avoid errors.

    Regards
    Barbara

    Thursday, July 6, 2017 8:27 AM
    Moderator