Copy projects to board on Monday.com - with sub items - monday.com

I'm using monday.com and I've got a board called "Projects" which lists main projects by clients.
The fields are:
Project Name, Client Name, Job No, Designer, Date, Hours, Sub Hours
The Sub items are:
Project Name, Job No, Designer, Date, Hours
I want to use an automation so that when the Designer is set to "John" it shows the job or sub job on a board called "John's Workflow"
On "John's Workflow" I want to see
Project Name, Client Name, Job Number (or sub job number), Date, Hours
What automation would I need to use?
I'm using, "When 'subitem Designer' changes from 'Anything' to 'John' create am 'item' in 'John Workflow'
The item is set to 'Project Name' = project name, 'Job no' = job no, Client = [blank], Hours = [blank].
I dont know why its not showing client or hours tho.
Any ideas?

Related

Specifying schedule (start date, finish date) for tasks in CMMI process Azure DevOps boards

I have set up a project in Azure DevOps, selecting the CMMI process as setting (mainly to be able to schedule the start and end dates of each work item).
However, for tasks, I am not able to select neither "Start Date" nor "Finish Date" - both appear with a lock button. I am able, however, to set up both dates for higher level work items such as Features and Epics.
I have tried with both Stakeholder and Basic access, does not work for either of them.
Is there any way on how to configure this? I have not issue with converting from CMMI to another type of project.
Thank you.
Start Date and Finish Date fields are calculated if you create a project plan in Microsoft Project and then synchronize that plan with tasks that are stored in Azure Boards. These fields may not appear on the work item form, but they are calculated for those backlog items and tasks that are linked to backlog items. The values are read-only in backlog items and tasks, so you can not modify them.
If you want to set "Start Date" and "Finish Date" for a task, you could customize (need to use inherited process) two Date/Time fields, and add them in a group.
Go to inherited process, select Task work item, and hide the "Start Date" and "Finish Date" field:
Create two customized Date/Time fields:
Now you would be able to set Date/Time in Task work item:
The default Start and Finish date fields in Task Work-Item type can be edited in Backlog view and then using 3 dots (...) option for one or multiple tasks. It opens up a pop-up to select the fields to edit, choose the Start and Finish date fields and set the desired date(s).
click on 3 dots from Backlog view:
select the Start and End date fields in the Pop-up window, choose the desired dates and click save button:
The updated date fields can be seen by adding the respective columns in the backlog view:

Wiql azure devops query to track work items in state "Blocked" during some period

I need to track items being in a particular state during a particular period of time.
There is wiql:
SELECT
[System.Id],
[System.WorkItemType],
[System.Title],
[System.AssignedTo],
[System.State],
[Custom.Hurdle],
[Microsoft.VSTS.Common.StateChangeDate],
[System.IterationPath]
FROM workitems
WHERE
[System.WorkItemType] = 'User Story'
AND [System.AreaPath] UNDER 'AREA'
AND [Microsoft.VSTS.Common.StateChangeDate] >= ITERATION_START_DATE
AND [System.State] EVER 'Blocked'
AND [System.IterationPath] = 'ITERATION_NAME'
It returns items ever being in state "Blocked" and where in the particular iteration. There are few issues with that:
1. item could be in blocked few months ago, unblocked month ago and put in particular iteration, which is not relevant
2. item could be changed to state "Blocked" and ther removed from a particular iteration.
Is there any way in Azure Devops to retrieve work items that were in some state during a particular timeframe?
Is there any way in Azure Devops to retrieve work items that were in
some state during a particular timeframe?
For now there's no out-of-box feature to support this scenario. What you want is similar to this example:
State Was Ever Closed
And Closed Date > 7/1/2015
And Closed Date <= 7/21/2015
However the existing fields areAccepted Date, Activated Date, Changed Date, Called Date, Created Date, Resolved Date, Closed Date..., we don't have the 'Blocked Date' for your scenario.
So I'm afraid what you want is not supported yet cause Azure Devops Service doesn't support Blocked Date for your custom state Blocked.
You could add your request for this feature on our UserVoice site, this is our main forum for product suggestions. Thank you for helping us build a better Azure DevOps.
Hope it helps to resolve your puzzle :)

Tableau Include Latest Revision (Publish) Date in Dashboard

I have a dashboard I am developing in 2018.2.3 Desktop that will eventually get published to our internal Tableau Web Portal. I am writing a "Help" tab that has some documentation, directions, etc. for users to view in case they are curious what report is for, how to use it, definitions, etc..
One piece that I want to include at the header of this are three dates:
Report Created
Report Data Refresh
Report Publish Date
The first two are simple, the "Report Created" is just text, since I have no idea how to get the date the report was actually started. Text is fine for this. The Data Refresh is simple as using the, "". That works perfectly.
My only issue is I'd like to include the most recent publish date / revision. Now, I see this in the Tableau Web as meta data on the dashboard, but I'd like it to be part of this "Help" page. Is there a way to do this with some sort of dimension or variable? Thanks in advance.
If you are on Server and not Online, you can take a look at getting this data from the WORKGROUP database that Tableau Server runs from. Use this guide from Tableau to get that setup.
Then you will want to look at the workbook, sites and workbook_versions tables. Here is a sample query that could help.
select s.name site, w.name workbook, wv.version_number, wv.published_at, w.updated_at
from workbooks w
left join sites s on w.site_id = s.id
left join workbook_versions wv on w.id = wv.workbook_id
where upper(w.name) like '%<WORKBOOK>%'
group by 1,2,3,4,5
having w.updated_at = max(w.updated_at)
published_at is a timestamp of the initial publish.
updated_at is the last date it was updated.
version_number is a count of how many times the workbook has been published to on that site.
Here is a data dictionary for all the other available tables.
You can pull this query as a new data source and build the text that you want to display.

filemaker pro 16 creating records that share a date (work rota)

I am currently trying to create a rota within filemaker 16 and I can't figure out how to create records that share a date.
I want to be able to have people assigned to jobs and jobs assigned to dates but currently when I create jobs with the same date it creates a new record instead of assigning it to the one already existing.
I have 3 tables currently jobs, date and people. I have a 4th layout with a portal where I wanted to view records related to jobs that are set for a certain day.
Any help would be much appreciated.
Many thanks.
I am not 100% convinced you need a Dates table. Do you have anything specific to record about a date, other than its existence?
However, you certainly need a join table of Assignments, with fields for:
PersonID
JobID
Date
(this is assuming your rota is daily, otherwise you will need to indicate the shift or hours too).
I think your structure should change on this.
So instead have:
Parent:
ProjectId
Date
PersonId
JobId
Date
Then make the project Id your 'Primary Key' so your parent record.
Then you are just assigning the person, job & date as the child.
That way you can always add to the previous record without relying on date field.
You could then filter via dates etc.

creating multi-line tableau charts

I am trying to create a visualization of product build times over the year.
what I want to see, at the lowest level of the hierarchy, is for each job, the main/max/avg/mean/std dev as wavy lines over time.
my database has job name, date/time, status, and duration
the job name has a structure to it, so I would like to take the 1st 3 chars and build a hierarchy. the second set of 3 chars defines the 'product group'
so I would like to see these 5 lines for product group, drill in to product team, drill in to job, across the 365 days of the rolling timescale we collect data for (1 year).
I can get, for each 'job', a pane that shows max, or min, or avg, as lines, but I cannot get them together in the same chart..
start date as column, job name, max/avg/min/std as row elements
for the hierarchy, it looks like I have to place that data in the data source to be able to use it. I cannot find a way to define a hierarchy based on part of existing data