Generate a formula using Now Assist for CWM
Use Now Assist to automatically generate formulas to compute values such as summing hours, calculating date differences, or deriving metrics from existing fields.
Before you begin
Role required: sn_cwm_ai.cwm_ai_user
About this task
[Omitted video] Description: Generate a formula in CWM using Now Assist
Formula columns in the List view of a CWM Board compute values from existing CWM columns. Examples include calculating date differences from existing Date columns or deriving metrics such as Profit from existing values of Revenue and Cost columns.
Instead of building the formula syntax manually, you can describe your calculation in plain language, and Now Assist generates a valid formula that you can insert directly into the column with a single click.
The steps in this procedure use the example of a formula column that calculates the number of days remaining until a task's due date. Follow the steps as guidelines to build a formula of your choice.
Procedure
Navigate to Workspaces > Collaborative Work Management.
From a Space, open the Board where you want to add a formula column.
In the List view of the Board, select Add column from the column header and select Formula.
Add column menu in the List view of a CWM Board, with the Formula option selected.
Provide a name for your formula column.
In this example, the column is named Days until due.
Formula column name field with "Days until due" entered as the column name.
In the Define Formula side panel, describe your formula in natural language in the Now Assist input field and submit.
In this example, the input is
Count the number of days remaining from today until the due date.
The Define Formula side panel showing a natural language description entered in the Now Assist input field.
Now Assist generates a formula syntax based on your instruction.
- Review the generated formula and select Insert to add it to the Formula field.
The Define Formula side panel showing the Now Assist-generated formula syntax with the Insert button available.
- Select Set Formula to save and apply to the formula column.
Result
The Board refreshes to display the new formula column, and its values populated per the formula you defined.
CWM Board List view displaying the new formula column with computed values populated for each task.
Parent Topic:Add a formula column in CWM Boards
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