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Newbie question regarding form format possibilities - like excel checklist

 Hi guys.

Just a question regarding possible form formatting. Is there a way to create a section with multiple checklist style lines (tight like in Excel) with a functional check-box for each line like Waiting, In-progress and Closed. A control variable may be switched once all items marked Complete 'OR' calculate percentage of tasks still needing to be completed and therefore giving a progress value.

This would be tremendously helpful for my project.

Rgds
Shawn

 

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Hi, Shawn

It is possible in RTC to create a custom enumeration type of attribute in a workitem and use some logic such as dependency to trigger other actions based on the state or value of other attributes and so on. I would suggest to start with this article:

https://jazz.net/library/article/1003
(there are more articles in jazz.net library and you can search for customization: https://jazz.net/library)

Hopefully this helps you to start with.

Don

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Thanks - will take a look and work through over next few days to identify if this is of help and to what extent. Appreciate the advice in advance.


rgds
Shawn 


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Have you tried exploring the planning capabilities of RTC.
This provides you a view of work items almost similar to the way you have explained and it is also quite flexible.
Check out https://jazz.net/library/article/593 for further understanding of planning capability.

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 Thanks - will take a look and work through over next few days to identify if this is of help and to what extent. Appreciate the advice in advance.


rgds
Shawn 

 Had a good read through the Planning doco. It's a big shift from how our team currently work. I can see some nice points but don't think we can align to that. Need to take a deeper look into it but initially we're after something a bit more stripped down - don't need all the functionality around individual tasks - just a simple method of toggling a standard list of tasks that are common to multiple projects. No cheap and easy answers here - yet.

"simple method of toggling a standard list of tasks" --  have you looked at work item templates? I'll admit I don't quite understand your application yet, but "standard list of tasks" sounds like something related to work item templates (which are a way to instantiate multiple work items at once that have a given relationship to each other).


That may not be it, so can you expand your description of what you are trying to accomplish? Perhaps a bit less about the assumed mechanics and more about your overall goal?

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Question asked: Nov 06 '13, 9:07 p.m.

Question was seen: 5,317 times

Last updated: Nov 12 '13, 5:19 p.m.

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