Data Driven Event Not Running Properly
I'm working at putting audit issues into the Findings, Remediation Plan and Task Management Apps. Currently I have the Tasks % Complete (from task management) summarized and calculating the % complete for the related remediation plan. Because the Task % Complete in the Remediation Plan is a calculated field, I've had to make data driven events instead of workflows to calculate the Remediation Plan Status.
I've created a "Fully Reviewed" calculated field that concatenates the two reviewers responses. Based on that and Tasks % complete to be 100%; I've created two additional fields "Awaiting Review Calculated" and "Completed Calculated" which are True/False.
I'm trying to make a data driven even to produce the following outcome...
Remediation Plan Item Status:
When Task % Complete =0 Remediation Plan Item Status = Not Started
When Tasks % Complete<= 99, Remediation Plan Item Status = In Progress
When Awaiting Review Calculated = TRUE, Remediation Plan Item Status = Awaiting Review
When Completed Calculated = TRUE, Remediation Plan Item Status = Complete
Here's one formula example I've tried....
If([Task % Completion]=0, "Not Started",
IF([Task % Completion]<=99, "In Progress",
IF([Awaiting Review Calculated]="TRUE", "Under Review",
IF([Completed Calculated]="TRUE", "Complete"))))
When this is applied it works, until the third If statement; Instead of setting the Remediation Plan Item Status to "Awaiting Review" it goes blank.
I've tried a ton of variations and I can't get the status to calculate correctly. Please help!
Quick question for you, is Remediation Plan Item Status a Text field or a Values List field. If it's a Values List field, you need to use the function VALUEOF([Remediation Plan Item Status], "Under Review") instead of just saying "Under Review".
I have changed around the order but can't seem to get it right. I am pretty new to Archer and have so far only gone through the first training class. I have not used the calculations tab. Do you know if there's any documentation I can read on how to use that tab? Or is it pretty easy to figure out.
It looks like you've chained three calculations here: [Task % Completed], [Awaiting Review Calculated] (which I assume is a calculation looking at [Awaiting Review Calculated]) and [Remediation Plan Item Status] (which is looking at both of the previous two). Calculations don't evaluate until save....you may find that this chain you've created will require three saves before you see the results you expect.
Your screenshot isn't illustrating the case you describe, so it's hard to say more.
Lauren looking the calculation you are setting the value to "Under Review", shouldn't it be "Awaiting Review"? If "Under Review" isn't a value in the Remediation Plan Item Status then it can't set the value.