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I have a calculated date/time column that I want to sort on. The parent issue has formula to set it to the max date/time of the children. I put in a sort into the automation and it sorts properly. But when I filter on an attribute the results are incorrectly sorted since the automation sort does not rerun using the calculated columns new values
Ex:
Issue A
Child 1, 10/1/2023
Child 2, 10/2/2023
When the structure comes up A is sorted by the max date of it's children (10/2/2023). But when I run a transformation filter that removes Child 2 based on an attribute, Issue A's date is changed to 10/1/2023. The problem is it's now no longer in correct sort order. I know I can then sort on the column, but that's one more step to explain to my users. Is there a way to make this work as part of the filter on the attribute or another way.
Hello @larry joseph
I'm afraid your setup is not clear. For example - if a child 2 with date 10/2/2023 is removed, why shouldn't the parent's date switch to 10/1/2023 since it's the only source of dates left in the structure. We would need to know more about how the structure is built and what you want to see as a result of the filtering to be able to provide any specific recommendations.
Please reach out to us directly at our support portal - we'll take a closer look at your structure and see what can be done to solve this matter.
Best regards,
Stepan Kholodov
Tempo
Thank you for reply. The parent date should change to 10/1/2023, but now it's not properly sorted relative to the other records. Hopefully better example:
Parent issues have formula to set their date to max date of their children
Issue A (date without filter = 10/10/2023, with filter on Attribute = Y is 10/1/2023)
Child 1, 10/1/2023, Attribute = Y
Child 2, 10/10/2023, Attribute = N
Issue B (date without filter = 10/5/2023, with filter on Attribute = Y is 10/4/2023)
Child 1, 10/4/2023, Attribute = Y
Child 2, 10/5/2023, Attribute = N
Issue C (date without filter = 10/3/2023, with filter on Attribute = Y is 10/2/2023)
Child 1, 10/2/2023, Attribute = Y
Child 2, 10/3/2023, Attribute = N
Without the filter they sort, descending, A, B, C. I have added a sort on the formula in the automation and it works. But if the filter on Attribute = Y is on then they should be sorted B, C, A. But since the sorting is part of the automation, it doesn't re-sort after the filter is applied. I would like a way to get it to re-sort as part of the filter / when the filter is applied the sorting is maintained properly. I am sharing this Structure to a large group of users and it needs to be easy to use, so would prefer to not have to tell them to apply filter then re-sort. I'm sharing this out as a link to the base Structure and have set a default view that has the columns and formulas that are needed.
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