Add a formula column in CWM Boards
Gain deeper insights into your work by adding formula columns to your List view in CWM Boards. Create calculations that automatically compute values for your tasks, such as summing hours, calculating date differences, or deriving metrics from existing fields.
始める前に
Role required: sn_cwm.cwm_user
You need to have either Editor or Owner access to the Space to add a custom column.
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.
Use the built-in Math, String, Date & Time, and Logical functions in the Formula Builder side panel to define a formula expression. To automatically generate a formula from a plain language description using Now Assist instead, see Generate a formula using Now Assist for CWM.
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
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In the List view of the Board, select Add column from the column header and select Formula.
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Provide a name for your formula column.
In this example, the column is named Days until due.
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In the Define Formula side panel, use the Math, String, Date & Time, and Logical functions to build your formula.
To arrive at the number of days remaining from the due date, use the Date & Time functions to build a formula that calculates difference (in days) between the current day and the due date.
DATEDIF(TODAY(),"Due Date","D")
タスクの結果
- The Board refreshes to display the new formula column, and its values populated per the formula you defined.
- If your formula contains any syntax errors, you are notified of the same and then you can review it and correct it.