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Show Deliverable Status (Or Color) in the PROJECT view!

I love Podio. You guys are doing a great job of building a flexible tool. My wish is that some status of "Deliverables" were viewable or carried over into the Project view.

Problem : When looking at a project, I have to drill into each Deliverable individually to know that Deliverable is completed. Generally, these is very little information about deliverables shown at the Project Level which creates problems with the view I have yet to overcome.

Proposed Solution:
In the setting for each field, create a box that says "Field Visible in Related App". I'd love subchoices to say "Show Color" and/or "Show Text/Content". For my purposes, my Status is color-coded that tells me in an instant how we're doing. If I could click "Field Visible" and "Show Color" then I'd be SOOO happy!

Jeff Cross

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Hi Jeff,

I assume your Deliverables are related to a Project. You can create yourself an overview with a calculation field in Projects where the Deliverables are shown sorted by their status. Another possibility: With a calculation field (as first field) in Deliverables you can display the Status behind the Deliverable's Name like "Deliverable ABC (completed)" - so in Projects in the list of related Deliverables you can see their status.

Rainer

Rainer Grabowski (FVM) 0 votes
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Yes, Deliverables are linked back to the project. Maybe I'm not doing this right so let me explain exactly what I've done. Within one Workspace, let's call it "Shop Jobs" :
- I've got a Project app. It has "name", "start date", "deadline", "status" and "description".
- I've got a Deliverable app. It has simply "Description" "status" and "relationship"

So, when I create a Deliverable, that's when I put a relationship back to a project in the Project App.

The result is that when I view a project in the Project App, at the bottom of the screen, I see a field "Related Items" which shows "Deliverables (with a counter)" and then each deliverable is listed (the "Title", the app reference, and the created date are listed.)

Is there a better way to set this up? The calculation would help me very little because if it's not 100%, I have to access each deliverable to check it's individual status to find the lagging items. The sorted view would help and I'll play with this - but for others I report to, it doesn't sound intuitive to know the status of each deliverable. (And I'll admit it, I don't know how to create a Project view where the deliverables are sorted!)

Jeff Cross 0 votes
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Hi Jeff,

I understand the setup of your apps. But I don't understand what exactly you want to see in which place and which view on Deliverables you want to get. What do you mean by "Project View"?
A calculation field in Projects can show an overview of the Deliverables which are related to this Project as a list like:

Status: Not startet:
- Deliverable 1
- Deliverable 2
- Deliverable 3

Status: in progress:
- Deliverable 4
- Deliverable 5
- Deliverable 6

Status: completed:
- Deliverable 7
- Deliverable 8
- Deliverable 9

You can hyperlink each deliverable so that you can click directly to this deliverable. You can also show one status only.

If you want the Deliverables sorted by Project and Status you can do that in the App Deliverables (by creating filters and saving the view). These views you can also show on the Workspace homepage as reports tiles for each project.

Rainer

Rainer Grabowski (FVM) 0 votes
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So, what I mean by "Project View" is simply when I'm in the "Projects" App, and I click on an individual Project. The screen I see, that is what I am calling the Project View. I've watched the video tutorial on "calculation" and it seems to be math related. I have no idea what the code would look like to properly sort and display all the deliverables within the Project. Does this info help?

Jeff Cross 0 votes
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I'm also entirely unclear on how to properly submit an idea as a "feature request." It's cool that podio supports calculations that can embed javascript (which I'm guessing is what your talking about doing?") But what I'm really talking about is native support in Podio for the ability of "related items" to display user-selectable data back in the Parent view (in MY case, the parent is an individual "Project" in the project App, and the child or children are the "Deliverables" from the "Deliverables App.)

Podio natively supports something called "Related Items" that shows up when I am looking at an individual Project inside the Project App. So, it's clear that you know it's important to see the "related items." Each related item currently just shows the name, and the date created (which, in my case, "date created" is basically useless.) I simply want to be able to control which information (from the related item) is shown in this default view.

I SOOO wish I could attach a screen shot to this.

Jeff Cross 0 votes
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Hi Jeff,

you can attach screenshots if you have a screenshot programm that offers public links after taking the screenshot (many browser extensions support it).

I'm sure Podio is working on a solution for a customizable preview on related items. Till roundabbout 1 year ago this preview existed. After changing some technology how (related) items are opened (Overlay instead of opening a new tab or window) this preview disappeared for several reasons. But many users want it back.

A solution via calculation fields allows much more flexibility then a preview ever can offer. In a calculation field you can create a complete report for a project (here an example with an overview of all related deliverables: http://goo.gl/GRWm4Y )

To get a list as I've shown in my last posting you can copy this code into a calculation field in Projects:

var delName = @All of NameOfYourFieldWithDeliverableNameInDeliverables;
var delStatus = @All of NameOfYourStatusFieldInDeliverables;

var resultNotStarted = [];
for(var i = 0; i < delName.length; i++){
if(delStatus[i] == "Not started"){
resultNotStarted.push("- " + delName[i]);
}
};

var resultInProgress = [];
for(var i = 0; i < delName.length; i++){
if(delStatus[i] == "in Progress"){
resultInProgress.push("- " + delName[i]);
}
};

var resultInProgress = [];
for(var i = 0; i < delName.length; i++){
if(delStatus[i] == "in progress"){
resultInProgress.push("- " + delName[i]);
}
};

var resultCompleted= [];
for(var i = 0; i < delName.length; i++){
if(delStatus[i] == "completed"){
resultCompleted.push("- " + delName[i]);
}
};

"**Status: Not started:** \n"  +
resultNotStarted.length > 0 ? resultNotStarted.join("\n") : "No deliverable with this status" + "\n" +
"**Status: in progress:** \n"  +
resultInProgress.length > 0 ? resultInProgress.join("\n") : "No deliverable with this status" + "\n" +
"**Status: completed:** \n"  +
resultCompleted.length > 0 ? resultCompleted.join("\n") : "No deliverable with this status" 

After "@All of " type your field names, change the names of the categories and every text inbetween the " " like you want it. The names of the var you can also change like you want them.

Another quick solution:
Create a calculation field at the top in deliverables. Enter the code:

@NameOfYourFieldWithDeliverableName + " (" +  @ NameOfYourStatusField + ")"

The result would an automatically populated new first field like:

Deliverable XYZ (completed)

This line will be shown in the section related items in Projects (instead of brackets you can enter any other character you want)

Rainer
rg@delos-consulting.com

Rainer Grabowski (FVM) 0 votes
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Sorry it has taken me so long to get back to this and thank you for your help. I tried to code you created and I don't seem to be getting something right... Screen shots, I think, can be viewed at
https://drive.google.com/file/d/0B0Mkv2u-tnnSQVEwcXdXdjVlQmM/view?usp=sharing
https://drive.google.com/file/d/0B0Mkv2u-tnnSNEZ0dUtaQlNtdkk/view?usp=sharing
https://drive.google.com/file/d/0B0Mkv2u-tnnSZkc1Q2lJaFFlb1U/view?usp=sharing

It doesn't seem to matter how many deliverables I have, I just get a "No deliverables with this status" message (and from the code, it looks like I should get three of those messages, but I only get one.) I'm assuming I've got a coding error but I don't know how to debug in Podio (nor do I know Java, I'm making my best guess as to what's happening in this code.)

Jeff Cross 0 votes
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Well, one other tidbit to keep things more boring... I added "Hello \n" as the first line of output and saw nothing. I added it to the last line of output and now I only see "Hello". So, my view is only showing the last line of text. But it doesn't matter what I view. What am I doing wrong?!

Jeff Cross 0 votes
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Hi Jeff, not sure why it didn't work, but try this:

var delName = @All of Titel
var delStatus = @All of Status

var resultNotStarted = [];
for(var i = 0; i < delName.length; i++){
if(delStatus[i] == "Not started"){
resultNotStarted.push(delName[i]);
}
};

var resultInProgress = [];
for(var i = 0; i < delName.length; i++){
if(delStatus[i] == "In Progress"){
resultInProgress.push(delName[i]);
 }
};

var resultCompleted= [];
for(var i = 0; i < delName.length; i++){
if(delStatus[i] == "completed"){
resultCompleted.push( delName[i]);
}
};

 var txtNotStarted = resultNotStarted.length > 0 ? resultNotStarted.join("\n") : "No deliverable with this status" ;
var txtInProgress = resultInProgress.length > 0 ? resultInProgress.join("\n") : "No deliverable with this status";
var txtCompleted = resultCompleted.length > 0 ? resultCompleted.join("\n") : "No deliverable with this status";

"**Status: Not started:** \n"  + 
txtNotStarted + "\n" +
"**Status: in progress:** \n"  +
txtInProgress  + "\n" +
"**Status: completed:** \n"  +
txtCompleted

For the "Hello \n" issue: You have to enter a + behind it it's in the beginning of the field and a + before it if it's at the end.

Rainer

Rainer Grabowski (FVM) 0 votes
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First Off, Rainer, you're my new personal hero. Secondly, see attached image for new output.

https://drive.google.com/file/d/0B0Mkv2u-tnnScXJVUWgyOUJNcXM/view?usp=sharing

The output is now all there, but it's got strange formatting in front of it. Any idea why? The "**" won't show up. So I removed it as a test and it printed the exact same format. I then added a "==" string to the front and that would output, but the formatting was the same strange indentation with the bullet in front of the deliverable. (Which is kind of cool, if the indentation weren't so confusing!)

Jeff Cross 0 votes
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If anyone else follows this in the future, the minor text formatting problem was corrected (I'm using IE on Win7) by changing the last lines of code to be:

"==Status: Not started: \n" +
txtNotStarted + "\n" + "\r" +
"==Status: in progress: \n" +
txtInProgress + "\n" + "\r" +
"==Status: completed: \n" +
txtCompleted

The "\r" seems to be needed to tell Podio when the array has ended and to reset the indentations. Output now looks exactly like you'd expect. Thank you again Rainer for your help!

Jeff Cross 0 votes
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Hi Jeff,

great to hear that it works.
The asterisks are for formatting a string (you have to wrap the string)
**bold** = bold
*italic*= italic

Instead of asterisks you can use underscore. Thats called markdown syntax

But maybe IE has some problems with it.
\r does the same as \n. in your calculation you also write "\n\n".

Rainer

Rainer Grabowski (FVM) 0 votes