Tip 7: Utiliza los campos personalizados de fórmula en Zoho Projects

Tip 7: Utiliza los campos personalizados de fórmula en Zoho Projects

Tips and Tricks #7 para Zoho Projects, adaptado de Priyadharshini J
¡Hola usuarios!

Esta semana volvemos con la serie de Tips and Tricks para Zoho Projects. En esta ocasión, voy a mostraros cómo podéis dar utilidad a los campos de fórmula para vuestras tareas. ¡Empezamos!

Tip 7: Utiliza los campos personalizados de fórmula en Zoho Projects.

La cantidad de datos que se puede llegar a generar y guardar asociados a los proyectos es enorme. En algunas ocasiones puede ser tedioso evaluar estos datos observando cada campo, por lo que poder realizar cálculos con estos datos puede ayudarnos a captar la información más rápido. Los campos de fórmula de Zoho Projects realizan cálculos de forma automática tomando como referencia los valores de unos campos específicos.

Considera el siguiente escenario: la persona propietaria del proyecto quiere calcular el coste total del inventario. Ésta puede crear un campo para obtener el coste por unidad, la cantidad de unidades, y un campo con fórmula personalizada para realizar la multiplicación: {COSTE POR UNIDAD} * {CANTIDAD}. Veamos cómo:
  1. Accede a Configuración > Configuración del portal > Diseños y campos.
  2. En la pestaña de Tareas, accede al diseño en el que quieras insertar el campo de fórmula.
  3. Inserta el campo Fórmula. Asegúrate de que los campos que quieres utilizar en tu fórmula ya existen en el diseño de tareas.
  4. Nombra el campo y crea tu función, seleccionando los campos del listado y las operaciones disponibles. En este caso, nuestra fórmula será {UNIDADES} * {COSTE UNITARIO}.
  5. Determina qué tipo de resultado buscas. En nuestro caso, al tratarse de un coste, será una moneda (€) con dos decimales de precisión.



Para mostraros otro tipo de fórmula, vamos a crear un campo de fórmula personalizado que nos muestre los días restantes para que venza una tarea:



En este caso, la operación será DATETIME_DIFF (diferencia de fecha y hora), uno de los valores será TODAY (fecha de hoy), el otro será el campo de FECHA DE FINALIZACIÓN, y por último el cálculo se realizará en 'days' (días).

Algunos datos a tener en cuenta:
  • Puedes añadir hasta 10 campos de fórmula personalizados.
  • Las cadenas de texto y los argumentos de fecha deben entrecomillarse con comilla simple ('), aunque esto no es necesario para los campos por defecto y campos personalizados.
  • Los argumentos de fecha y hora en la función deben tener el siguiente formato: mm-dd-aaaa y hh:mm.
Los valores se tomarán de los campos correspondientes, y se sustituirán en la fórmula para calcular el resultado. Estos valores se pueden sustituir por campos numéricos personalizados, valores numéricos, o expresiones. Una vez estos campos están creados, pueden utilizarse repetidamente para realizar cálculos similares. Para más información sobre los campos de fórmula personalizados, haz clic en este enlace.

¡Y hasta aquí el tip de hoy! No olvidéis contarnos vuestros casos de uso, o comentar qué tipo de contenido queréis ver en la comunidad. ¡Os leemos!




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