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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How do we create a custom field/Workflow which can count the number of active deliverables in a Work Plan
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?
+1Hey 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?
Andy Johnston wrote:
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?
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