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Shared Formulas

Shared Formulas

Owned by Calvin Senteza (Deactivated)
Last updated: Dec 05, 2022 by Hilda Kibe (Deactivated)
3 min read

Requirements:

  • An existing formula.

  • The project you are sharing the formula with needs to have all the fields referenced in the formula on a least one of their create screens.

The Shared Formula functionality within Abacus allows you to share formulas with other projects within your Jira Instance. This is helpful for eliminating the need to create multiple formulas if the same functionality is needed within multiple projects.





Sharing Formulas

  1. Start at the formula screen of the formula you want to share.

  2. Select the 

     symbol in the top right corner of the screen.

  3. From here you'll be able to type in the name of the project you want to share the formula with.

  4. Select that project in the drop-down menu to share it.

    1. if you want to share the formula with all projects in the instance simply check the box labeled "Share with all"

Any changes made to a shared formula will carry over to all projects that have adopted the formula



 

Formula Adoption

Once a formula is shared with other projects, the project(s) it was shared with must adopt the formula in order to use it in any execution plans.

  1. Navigate to Abacus within the project you've shared the formula within the previous steps.

  2. Click on "Create Formula" under the formula type of the formula that has been shared.

  3. On the left side of the screen you should see the formula name with a 

     Symbol next to it.

  4. To Adopt the formula click on the 

     symbol to the right of the formula name

  5. You're done! You can now use this formula with this project.



In order to discard a shared formula from a project it is shared with it must be deleted within said project.

A shared formula can only be removed if it is adopted or in use by a single project.



 

 

Required Fields

If a project does not have the fields needed to enable a shared formula, Abacus will alert you of this issue with a notification when you attempt to adopt the formula. This notification will also include the field(s) missing that need to be added to the create screen within the project. Once the appropriate field(s) has been added to a "create" screen within the project the option to adopt the formula will reappear.

 

Please write to our Support Desk with any questions you may have.

 

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