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Status Future consideration
Categories Strategy
Created by Chris Vellucci
Created on Jul 11, 2024

Allow Custom Worksheets to filter out archived records

What is the challenge?

Filtering out Archived data from current data

What is the impact?

Impacts custom worksheets and reporting

Describe your idea

make the "Initiative Archived" value reportable so that it can be filtered in custom worksheets


Currently, if you have a Custom Worksheet at the Workspace level and you want a count of your initiatives:

count(self.initiatives[].name)

You will get a count of all initiatives for the workspace, even if they have been archived. It is not currently possible to filter the worksheet count, down to active initiatives only as part of the count parameters.

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