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Simple Project Manager - Successor Field?

  • 1.  Simple Project Manager - Successor Field?

    Posted 06-17-2019 16:21
    I have installed the Simple Project Manager application from the Exchange and seem to have found an issue with the Successors field. As I understand this field, it is a link to a query that should display records which include the 'Task ID' in the Predecessor's field. Unfortunately, the query in the formula does not generate the results I expected.  Perhaps it is working as intended, however I have documented what I have found below in hope that someone may be able to  confirm whether there is an issue or help me gain some insight as to what I am missing.

    Following is a screenshot of the formula for the Successor field.

    In the screenshots below. Sample data is shown from the task table indicating that task 59 is a successor of task 58.

     However when I click the link to view the successors of task 58, the report indicates that there are no records, rather than showing task 59 as I expected.

    I tried some variations of the formula in an effort to better understand the results.

    When HAS is used in place of CT, we see results consistent with CT as expected.

    However when XHAS is used, the results return all 41 tasks, INCLUDING task 59 which clearly has task 58 listed as a predecessor.

    Perhaps a clue is that when searching the report for 58, only the record 58  with the is displayed in the filtered results, rather than records 58 and 59.

    Thank you for reading my post.

  • 2.  RE: Simple Project Manager - Successor Field?

    Posted 06-17-2019 19:49
    To respond for anyone else; the formula in the Exchange Application is not formulated correctly.  You will need a formula-text List() formula field to convert the Predecessors to a text value that the Successor's Formula Field can search using the value CT (contains).  You can use EX to find exact matches, but that only works if a) there is only 1 Predecessor in another record.

  • 3.  RE: Simple Project Manager - Successor Field?

    Posted 06-17-2019 21:35
    Thank you for your assistance and confirmation that the formula in the exchange application is improperly formulated to work with CT(contains). The suggested solution to use a formula-text List() was the missing element. After applying this technique, I now have a functioning Successors field.