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Planview Customer Success Center

Case Function

Category: Logical
Description: Checks an expression against a series of values. If the expression compared is equal to any value, the corresponding result is returned. If it is not equal to any of the values, the else-result is returned
Parameters:  
expression as Object Field or reference to a field of an object
value1/elseResult as Object Represents the value of the field specified in the "Expression" parameter, while "Else Result" represents the action if the previous value is not equal to "TRUE"
result1 as Object Represents the resulting action if "value1" is equal to true
value2/elseResult as Object Represents the second potential value of the field specified in the "Expression" parameter, while "Else Result" represents the action if the previous value is not equal to "TRUE"
... as Object You can enter multiple "Values/Else Results" or "Results" in the same manner as described above
Returned value as Object  
Example #1

Setting the due date of an issue to be based off of its severity. In this scenario, the response time for a critical issue is set to 1 working day, 3 working days for a high severity, and 5 working days for all other severity levels.

Case(ToString($Severity),"Critical",DateAdd($CreatedOn,Days(1,TRUE)), "High", DateAdd($CreatedOn,Days(3,TRUE)), DateAdd($CreatedOn,Days(5,TRUE)))

Example #2

Creating a workflow rule that automatically sets a project sponsor based on the project type>

Case(ToString($ProjectType),"Development","Username1","Advertising","Username2",$ProjectSponsor)

Example #3

Creating a workflow rule that extracts the month and the quarter from a given due date field

Case(ToString(Month($DueDate)),"1","Q1-Jan","2","Q1-Feb","3","Q1-Mar", "4","Q2-Apr","5", "Q2-May", "6", "Q2-Jun","7", "Q3-Jul","8", "Q3-Aug", "9", "Q3-Sep", "10", "Q4-Oct", "11", "Q4-Nov", "Q4-Dec")

Tips
  • To set standard field values based on formulas, create workflow rules>
  • To use pickup fields, or reference to object fields, as expressions, you must first convert the field values into strings using the ToString() function
Related Functions

ToString()

Additional Links

Workflow Rules