Intro
We get asked for a dashboard to show active projects and the phase they are in or to be able to see upcoming milestones for projects.
Another query is asks to show a specific subset projects that are about to hit milestone #3. This use case is related to similar projects running concurrently and where they use a shared resource that the end of milestone #3.
Dashboard #1
- Take all projects with Finish date in this quarter (or allow user to select)
- Get all summary tasks for each project
- Present each project and show how many summary tasks are complete out of the total summary tasks – 5 of 10 complete.
- Clicking on the entry for a project will show all the summary tasks and their % complete information.
FormFactory
- FIlter panel for projects that will complete this quarter. With this panel, I can also do projects with finish date greater than today.
- Mash up to a summary table – DF Project objects
- Mash Summary Table to an ID List Mapper (Input Entity: Project, Output Entity: Tasks) - sending SF IDs from Summary Table to SF IDs of ID List Mapper.
- Narrow this list down to Summary Tasks only by using a Filter Panel and Filter Junction.
- Use a Filter Panel with Tasks Entity. Set the Filter to "Hours = 0". Alternatively, you can set SubTask = false.
- Mash this to Filter Junction. (SF Filter to SF Filter)
- Mash previous ID List Mapper to Filter Junction (SF IDs to SF IDs).
- Mash Filter Junction to a Summary Table (Entity: Tasks).
- You can either display the info summarized through a Static Text (as {!Tasks_SomeNumberColumn!COUNT} or by using an Aggregate Array and display the results in an Input Table.