Aggregation walkthrough
Last update: February 11, 2025
- Topics:
- Workfront Fusion
CREATED FOR:
- Beginner
- User
Overview
Using the “Introduction to iteration” scenario you built in the last walkthrough, aggregate the planned hours on every working task in the project and send an email to yourself with that information.
Aggregation walkthrough
Workfront recommends watching the exercise walkthrough video before trying to recreate the exercise in your own environment.
Transcript
The purpose of this walkthrough exercise is to learn how to use an aggregator to close the loop started by an iterator. In this case, we’re going to sum the total planned hours from each task within our project. We’ll finish by sending ourselves an email to confirm the results. To be successful at this exercise, you’ll want to have the North Star Fashion Booth Exhibitors project opened and drill into the project details to take a look at the planned hours. You’ll also want to have your personal email account open to receive the email that you send. To start this walkthrough exercise, I went ahead and cloned our introduction to iteration walkthrough exercise and renamed it introduction to aggregation. The next thing I want to do is add a filter after our read project tasks module to filter out any parent tasks pushing through. I’ll do that by left clicking the dotted line between the two modules, labeling it only working tasks, and then setting the condition to where only the number of children is equal to in the numeric operators, zero. At the end of my scenario, I now want to add a numeric aggregator to count up the total sum of hours from all the working tasks. For the source module, I’m going to choose our iterator or our read related records module. For the aggregate function, I’m going to choose sum. For the value, I’m going to choose the work item from the read related records module. Work on the back end of work front is planned hours. Go ahead and click OK. Once we do that, we can now see that we’ve closed the loop on our iterator by the shadow outline between all the modules from the iterator to the aggregator. Now let’s finish the scenario by sending ourselves an email with the sum of all the tasks planned hours within the project. I’ll start by adding the send an email module. I’ll send it to my own personal email. Please use yours. For the subject line, I’ll say project details. Then for the content, I’ll say there is a project called and I’ll map over the project name and then I’ll say that has a total number of and then I’ll map over the result of the aggregator and then I’ll finish by saying planned hours period. Go ahead and click OK and save and let’s run the scenario. I can go into my work front test drive and I can see in the project details that the project has 279 planned hours, which coincides with the email that I received saying that there’s a project called North Star Fashion Exhibitors’ Booth that has a total of 279 planned hours.
Want to learn more? We recommend the following:
Previous pageIntroduction to aggregations
Next pageAggregation exercise
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