App FS - TIME/6R assessment results comparison for old vs. new results

Hello ​@satishbyali,

as always there are many possibilities and I wil try to explain a simple proposal without programming, but you will need automations, custom roles (except it you EAs are all administrators):
Add the fileds as additional custom fileds to the factsheet, but named as EA est. functional fit, EA est. technical fit, etc. (You can also create a section for it or whatever you like).

I would hide this field for normal users (permission tab, just show it to EAs).
 

To provide your EA estimation to the normal user set up an Automation on update event of these EA - fields and copy the value to the standard field (e.g. EA est. functional fit → functional fit) if the functional fit filed is empty. now you have both values in.

So you need 4 Automations per field, that’s the disadvantage. So it you have 3 field (Functional Fit, Technical Fit and 6R), you have to create 12 automations.  

With webhooks it is much easier, you can code it into one callback function, but you need to do development.

Anyway there are several possibilities depending on you abilities and maturity. You can ask LeanIX to develop something for you, too.

I hope this helps,
best regards,
Carsten​​​

Hi ​@Carsten,

Thank you for your time to review and provide options. Truly appreciate your efforts.

Will review your solution and see, if this works for us.

I have also reached our CSM for advice.

Regards.

Satish Byali

Update: If anyone is interested, I found another two ways of achieving the desired results..

1st option is, as ​@Carsten suggested adding automations for each field, but in this case there will be lots of automations and a clutter to the workspace.

2nd option is to add an automation, when any factsheet fields are changed, an email sent to respective recipients notifying about the change, again this will add to lots of notification unnecessary.

3rd and best option, which works for my specific requirements, is to download a Changelog for the desired timeframe and filter out the details. For ex.: User = Portfolio Assessment Automation and Change.

This is exact, what I was looking for, which helps open-up discussion with correct stakeholders.

​@Alex Bolcon as an fyi…