Skip to main content
Solved

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

  • May 6, 2024
  • 2 replies
  • 183 views

Forum|alt.badge.img+1

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

Best answer by Andy Johnston

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?

 

 

This topic has been closed for replies.

2 replies

Andy Johnston
Gold Active Participant
Forum|alt.badge.img+1
  • Gold Active Participant
  • Answer
  • May 6, 2024

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?

 

 


Forum|alt.badge.img+1
  • Author
  • Bronze Innovator
  • May 7, 2024

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