Generate a formula using Now Assist for CWM

Use Now Assist to automatically generate formulas to compute values such as summing hours, calculating date differences, or deriving metrics from existing fields.

始める前に

Role required: sn_cwm_ai.cwm_ai_user

このタスクについて

Formula columns in the List view of a CWM Board compute values from existing CWM columns. Examples include calculating date differences from existing Date columns or deriving metrics such as Profit from existing values of Revenue and Cost columns.

Instead of building the formula syntax manually, you can describe your calculation in plain language, and Now Assist generates a valid formula that you can insert directly into the column with a single click.

The steps in this procedure use the example of a formula column that calculates the number of days remaining until a task's due date. Follow the steps as guidelines to build a formula of your choice.

手順

1. Navigate to Workspaces > Collaborative Work Management.
2. From a Space, open the Board where you want to add a formula column.
3. In the List view of the Board, select Add column from the column header and select Formula.
   
4. Provide a name for your formula column.
   In this example, the column is named Days until due.
5. In the Define Formula side panel, describe your formula in natural language in the Now Assist input field and submit.
   In this example, the input is Count the number of days remaining from today until the due date.

   

   Now Assist generates a formula syntax based on your instruction.
6. Review the generated formula and select Insert to add it to the Formula field.
   
7. Select Set Formula to save and apply to the formula column.

タスクの結果

The Board refreshes to display the new formula column, and its values populated per the formula you defined.

関連タスク

• Add a formula column in CWM Boards
• Add custom columns for tasks in a CWM Board