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How do we create a custom field/Workflow which can count the number of active deliverables in a Work Plan

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Looking to create a Workflow/Custom field which can count the number of Active deliverables in a work plan
Also are there any useful tutorials/Links which can help in providing some support in creation of Workflow rules

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Best answer by Andy Johnston 7 May 2024, 00:50

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Andy Johnston
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Hey Mayank, I do this regularly.  In this example I have a custom object linked to a project object, and I want a count on the project object of all CRs.  So you create a relations summary, then you do a count on the related items.  In your case it’ll be all items, but you can then do the “filter related items” on “Active”.

 

Hope this makes sense?

 

 

M
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Hey Mayank, I do this regularly.  In this example I have a custom object linked to a project object, and I want a count on the project object of all CRs.  So you create a relations summary, then you do a count on the related items.  In your case it’ll be all items, but you can then do the “filter related items” on “Active”.

 

Hope this makes sense?

 

 

Hi @Andy Johnston Thank you for the suggestion, I have created a custom object to count the number of work Items in a project and used the filter as Active. It seems to work and I am able to get the number of Active deliverables in the project

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