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Status Already exists
Categories Strategy
Created by Blake Falanga
Created on Apr 5, 2023

Goal - Input latest related initiative date

Within a goal, I have create a custom date field. I would like for there to be automation to input the latest initiative end date into the custom date goal field.

  • ADMIN RESPONSE
    Apr 10, 2023

    You can accomplish this today by creating a custom worksheet field on the goal layout: Aha! Roadmaps | Custom worksheets (Enterprise+)

    When you add the worksheet field, you will want to select your desired date format as the type:

    Here is the formula you can use to calculate: max(self.initiatives[].end_date)

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