• countif()

    The countif() function returns the number of instances of a specified template. The instances must be descendants (e.g., children, grandchildren, etc.) or an association of the current work item to be included in the aggregation. Syntax countif(template API name, condition) Argument Description template API name / association name (required) The…

  • betweenDates()

    The betweenDates() function returns the specified values between two dates into a time-series array. Syntax betweenDates(value, startDate, endDate) Argument Description value (required) An expression that returns a time-series array of values. startDate (required) The beginning date defining when the values should start to be retrieved. Note:  If the startDate argument references a…

  • averageif()

    The averageif() function returns the average value across all instances of a specified template. The instances must be descendants (e.g., children, grandchildren, etc.) or associations of the current work item to be included in the aggregation. Syntax averageif(template API name, value, condition) Argument Description template API name / association name…

  • average()

    The average() function returns the average value from a set of values and returns a time-series array. Syntax average(value1, value2, [value3]…) Argument Description value1 (required) The first number you want to average.   The value arguments can be constants (i.e., hard-coded values or attribute references) and/or references to metrics. value2 (required) The…

  • addDays()

    The addDays() function provides the ability to add or subtract days from a date. Syntax addDays(date, integer) Argument Description date (required) An expression that results in a date value (i.e., a hard-coded date, a reference to a date attribute, or a function that returns a date value). integer (required) The value to…

  • Editability and Visibility Settings

    Overview Template Admins can define visibility and editability logic by entering conditional expressions on an object’s settings dialog. If the expression evaluates to “true”, the object is editable or visible. Examples: Visible If: stage=3 and myRole=“collaborator” Editable if: Stage__c=2 and (lifecycleStage=”in_progress” or start<“01/01/2021”) These expressions can be defined for the following: Visibility…

  • Functions List

    The table below provides a quick reference list of all functions. Function Description addDays(date, integer) provides the ability to add or subtract days from a date addMonths(date, integer) provides the ability to add or subtract months from a date addWorkDays(date, integer, [holidays]) provides the ability to add or subtract week…

  • Configuring External Views

    External views are a powerful feature that allows you to extend native Shibumi visualizations. By leveraging external views, Shibumi’s standard lists & views can be configured to support any visualization, including charts & graphs, data tables, card views, etc. How external views work: Setting up an external view The first…

  • Operators

    Overview To add, subtract, multiply, and delete, use standard mathematical operators (+, -, *, /).  E.g., OPEX__m.actual__d * .20 Total_Budget__c – Total_Expense__c sumIf(Initiative__t, Head_Count__c) / countIf(Initiative__t) To compare one value to another, user equals (=), not equals (!=), greater than (>), less than (<), greater than and equal to (>=),…

  • CHILD

    The reference to CHILD is a legacy compatibility reference that is used in aggregation functions. It will automatically be included in your solution if you defined roll up metrics using the Metrics Formula capability prior to the release of Metric Expressions. The CHILD reference dictates that Shibumi should aggregate from…