Can Handy Macro work with Table Transformer/use Automated script to update status?

[Yatiraj Sharma]

We have installed the Handy Macro at our testing site, and I am trying to see if it works with Handy Macro in terms of updating Status automatically and as well as manually

Could you please support if you know how we can join these two solutions together to minimize the page edits and manual updates?

Use case: 

Part A: Checklist status should automatically be updated 

1) To "Done" status When Checkbox is ticked without page edit. (From Any Status)

2) To "IN PROGRESS" status When Comment column is updated with page edit. (From Any Status)

Part B: Checklist status can manually be updated to "Blocked" status when actual activity is blocked. (Ignore the comments section and let it be blocked, DO NOT move to "IN PROGRESS" even if Comment column is updated)

Note:  Two parts to it

1) Status: They are nothing but only statuses like "TO DO", "IN PROGRESS", "BLOCKED" and "DONE"

2) RAGs: " They are nothing but actual indicators to know if activity requires any help or not/is on Time or Not

"RED" Need immediate help to resolve/ Missed the Due Date/ETA/Going to miss Due Date/ETA 100%

"AMBER" May need help in near time/ May miss the Due Date/ETA 50% 

"Green" Not needed any help and no issues/On track 100%

"BLUE" Complete/Done

So based on Due date we should be able to update the colour of the statuses

[Dmitriy Panyukov _Stiltsoft_]

Hi @Yatiraj Sharma,

Handy Status cannot be changed using scripts.

However, the feature to synchronize status with page label, in combination with Page Properties and Page Properties Report, can provide a way to streamline label creation and track status changes effectively. You can even go further, and create a dynamic dashboard with separate tables for each status.

You can find more useful information about status management in our blog.

I will be happy to demonstrate it on a call.

Best regards,

Dmitriy

[Yatiraj Sharma]

Hi @Dmitriy Panyukov _Stiltsoft_ , 

Have scheduled a call. we are using the different product from Stilsoft on our enterprise version of Confluence and in evaluation phase for Handy macros.  Please let me know if that works to get the demo. 

[Stiltsoft Support]

Hello,

Sure! Our team will gladly showcase the app features and help you integrate them into your workflow.

[Stiltsoft support]

Hi @Yatiraj Sharma ,

The Table Transformer macro can set "virtual" statuses based on some conditions automatically.

But such statuses won't be real native Status macros or Handy Status macros. You'll just see automatically updated live "virtual" statuses with text and color lozenges when the page is published. There will be no any statuses in the page edit mode.

But our other macros (for example, Table Filter, Pivot Table, Chart from Table) that you may place on top of the Table Transformer macro will recognize these "virtual" statuses and you'll be able to count and visualize them.

Please check this part of our documentation related to the conditional inserting of statuses with the help of the Table Transformer macro: https://docs.stiltsoft.com/tfac/dc-server/advanced-table-cells-formatting-58426218.html#Advancedtablecellsformatting-Conditionalinsertingofstatuses

If you have any other specific questions regarding the Table Filter, Charts & Spreadsheets for Confluence app, please feel free to book a live demo call with the team.