The this. prefix can be used in aggregation functions and in the dropdown filter for associations. In Shibumi aggregation functions, the conditional argument defines the criteria that determines whether a value should be included in the aggregation. For example, when the sumIf()function aggregates from a template, the third argument allows…
Adding Columns When you add a List or View section, only the Name column is displayed by default. You can modify which columns are displayed by Customizing the List/View. Click on the Settings icon (gear) at the top right of the List or View. Select Customize. Click on the Plus…
App Admins can manage the behavior for List and View sections via the configuration options available on the Settings dialog. While in Configure mode, click on the Settings icon (gear) in the top right corner of the List or View and select the Settings option to view the Settings dialog….
Users add items to a list by clicking the plus button in the upper right hand corner of the section and filling out fields in the Add Item window. The fields included on the Add Item window can be configured by the App Admin. From the template, click on the…
There are six actions that can be triggered by business rules: AI Action Assign Role Create Work Item Run Rule Send Notification Set Value URL Call AI Action This action allows you to call to an AI Action (AI Recommend Content, AI Recommend Value) that has been configured on the…
App Admins can customize their solution templates to determine when a metric data set and/or time period is editable. When a Data Set has an editability condition set, it will apply to all metrics created on the template and will override any editability conditions set on a specific metric’s data…
App Admins can customize solution templates to determine when an attribute is editable. This can either be done on creation of the attribute from the Data Panel or through the attribute setting dialog, also accessed on the Data Panel. Set Up On the template data panel, click on an attribute’s…
The following out-of-the-box date variables are available on templates: Date Variable Definition Completed Date the work item is completed. Created Date the work item is initiated. This field cannot be edited. Date Either displays the Due or the Completed date. It displays “Due” when the work item is not yet…
Lists When you add a work item List to a template, you are providing the ability to create new child work items under an item. The items added via the List becomes a “child” to the parent instance containing the List. E.g., if you add a List of the Milestones…
When selecting the Settings gear icon on a List/View section on an Instance, you may see three options: Bulk Edit, Export or Export on. Note: If Enterprise Administrators have disabled exporting for the enterprise, Export and Export on will not be available. Bulk Editing Content To bulk edit the content…