COUNTIFS with Custom Fields
I use a request form to allow team leaders to test team members on required skillsets. The request form feeds into multiple custom fields to track their performance. I'd like to create custom formula fields to calculate the number of "pass" or "fail" entries in order to provide a score for each test. This is a COUNTIFS with multiple criteria in other applications...if it's not possible to do so here, does anyone have any ideas on how to otherwise calculate?
Leah Twombly - we could do this with a dashboard.
Create a column or bar chart for tasks, pick the custom field as the metric, and then break it by another custom field or the assignee. You can add a time filter as well (created date = last month or some other customer time frame.
Would that do what you want?
I don't think we can get a custom field to sum the way you want.
Thanks for your reply Mike Fank! I could use a dashboard for display purposes, but ultimately the score needs to be associated with the particular row. Any way to feed values generated within a dashboard back into a custom field?
If all the data is in a specific row already, could you use a formula to add up the ratings? This would require changing the "pass" and "fail" to 1's and 0's.