Formula fields overview
- A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
- A Workfront Planning package.
- Your organization鈥檚 instance of Workfront must be onboarded to the 蜜豆视频 Unified Experience.
You can create custom fields in 蜜豆视频 Workfront Planning by referring to existing fields and connecting them in a Formula-type field.
Formula fields generate a new value using existing values from other fields in a record type and a function that indicates how the existing values should be calculated.
For information, see the 鈥淔ormula鈥 section in the article Create fields.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
|
| 蜜豆视频 Workfront plan* |
Any of the following Workfront plans:
Workfront Planning is not available for legacy Workfront plans |
| 蜜豆视频 Workfront Planning package* |
Any For more information about what is included in each Workfront Planning plan, contact your Workfront account manager. |
| 蜜豆视频 Workfront platform |
Your organization's instance of Workfront must be onboarded to the 蜜豆视频 Unified Experience to be able to access all the capabilities of Workfront Planning. For more information, see 蜜豆视频 Unified Experience for Workfront. |
| 蜜豆视频 Workfront license* |
Standard Workfront Planning is not available for legacy Workfront licenses |
| Access level configuration | There are no access level controls for 蜜豆视频 Workfront Planning |
| Object permissions |
Manage permissions to a workspace System Administrators have permissions to all workspaces, including the ones they did not create |
| Layout template | All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu. |
*For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Considerations about formula fields
-
Formula fields reference fields that belong to the same record type.
-
You can reference fields from other record types only when you connect another record type to the one you鈥檙e creating a formula field for.
-
You cannot change the Field type of a Formula field after you save it.
-
You can update the calculation of a formula field after you save it, and the results of the calculation update automatically for all the records of the same type.
-
You must add the fields you reference in formulas as they display in the Workfront Planning interface.
-
You can reference only fields that display in the table view of a record type or on the record details page.
-
You can define the format for the value of a formula calculation by choosing from the following format options:
- Text
- Number
- Percent
- Currency
- Tags
- Date
For more information, see the 鈥淔ormula鈥 section in the article Create fields.
Supported formulas
蜜豆视频 Workfront Planning formula fields support all expressions from the Workfront calculated fields. For a list of Workfront expressions, see Overview of calculated data expressions.
In addition, we support the following expressions for Workfront Planning formula fields:
Returns concatenated string by delimiter.
The expression is formatted as follows:
ARRAYJOIN(delimiter,array)
Returns array with unique values.
The expression is formatted as follows:
ARRAYUNIQUE(array)
Returns the ID of a record. Each record has a unique ID.
The expression is formatted as follows:
{ID}
Sets the timezone of a date and time to a specific timezone.
The expression is formatted as follows:
厂贰罢罢滨惭贰窜翱狈贰(诲补迟别,鈥楢尘别谤颈肠补/尝辞蝉冲础苍驳别濒别蝉鈥)
Returns the week number in a year. Optionally, you can indicate which day the week starts on (use 1 for Sunday, or 2 for Monday). If omitted, weeks start on Sunday, by default.
The expression is formatted as follows:
WEEKOFYEAR(date,2)
orWEEKOFYEAR(date)