I found an existing User Voice that essentially covers this.
Unfortunately it has been languishing for nine years. I am going to expand the comments there and put a vote in.
Original Message:
Sent: 07-23-2020 07:47
From: Adam Krzyzanek
Subject: How to show Predecessor Status [Lookup field]
Thanks Don, Please post here the link to User Voice so I can Vote as well.
And in case they will give any guidance, how to use Predecessor field type to show predecessor completion and that successors tasks are ready to work, please post as well :)
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Adam Krzyzanek
Original Message:
Sent: 07-23-2020 07:41
From: Don Larson
Subject: How to show Predecessor Status [Lookup field]
Adam,
The existing Predecessor field works well for calculating the start of the Successor task. I have not stress tested it but it seems to calculate correctly for ten or more Predecessors. There is no visibility into the status of all those Predecessors even an aggregate value.
I think I will write this one up and do a Support Case and User Voice. I am also still trying to see if I can make Pipelines do it.
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Don Larson
Paasporter
Westlake OH
Original Message:
Sent: 07-23-2020 07:19
From: Adam Krzyzanek
Subject: How to show Predecessor Status [Lookup field]
The best would be to have "predecessor" type field which would serve this purpose, to show that you can continue with task only when predecessor is completed.
Maybe there is option like this but did not dig very much in this field type.
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Adam Krzyzanek
Original Message:
Sent: 07-23-2020 07:12
From: Don Larson
Subject: How to show Predecessor Status [Lookup field]
Adam,
For a fixed number of predecessors that works beautifully. I have got a client where the business is expanding rapidly and the number of Managers is growing monthly. Each office has to complete their tasks in Month End Close, so I need something that will scale dynamically.
If I cannot make it work that way, then the architecture will have to change with the addition of every new location. That works but what a PITA....
Thanks for the code. I really appreciate working examples.
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Don Larson
Paasporter
Westlake OH
Original Message:
Sent: 07-23-2020 01:52
From: Adam Krzyzanek
Subject: How to show Predecessor Status [Lookup field]
@Don Larson you do not need to use Pipeline for this.
Simply create multiple relationships, and lookup status for each of those predecessors.
After that you can create formula which will check if Predecessor status is completed or not.
First I validate if predecessor exist and if yes that check it's status.
My formula for 6 predecessors:
reference to
[Pred1] - lookup field checking if predecessor 1 exists.
[Pred1 - Status] - lookup field with predecessor status.
var text FirstPred = If(([Pred1]="" and [Completion]=true) or ([Pred1]="" and [Status]="Completed ON-TIME" or [Status]="Completed LATE"),"Done", If(([Pred1]<>"" and [Pred1 - Status]<>"" and [Completion]=true) or ([Pred1]<>"" and [Pred1 - Status]<>"" and [Status]="Completed ON-TIME" or [Status]="Completed LATE") ,"Done","Wait"));var text SecondPred = If([Pred2]="","Done", If(([Pred2]<>"" and [Pred2 - Status]<>"" and [Completion]=true) or ([Pred2]<>"" and [Pred2 - Status]<>"" and [Status]="Completed ON-TIME" or [Status]="Completed LATE") ,"Done","Wait"));var text ThirdPred = If([Pred3]="" ,"Done", If(([Pred3]<>"" and [Pred3 - Status]<>"" and [Completion]=true) or ([Pred3]<>"" and [Pred3 - Status]<>"" and [Status]="Completed ON-TIME" or [Status]="Completed LATE") ,"Done","Wait"));var text FourthPred = If([Pred4]="","Done", If(([Pred4]<>"" and [Pred4 - Status]<>"" and [Completion]=true) or ([Pred4]<>"" and [Pred4 - Status]<>"" and [Status]="Completed ON-TIME" or [Status]="Completed LATE") ,"Done","Wait"));var text FifthPred = If([Pred5]="","Done", If(([Pred5]<>"" and [Pred5 - Status]<>"" and [Completion]=true) or ([Pred5]<>"" and [Pred5 - Status]<>"" and [Status]="Completed ON-TIME" or [Status]="Completed LATE") ,"Done","Wait"));var text SixthPred = If([Pred6]="","Done", If(([Pred6]<>"" and [Pred6 - Status]<>"" and [Completion]=true) or ([Pred6]<>"" and [Pred6 - Status]<>"" and [Status]="Completed ON-TIME" or [Status]="Completed LATE") ,"Done","Wait"));If($FirstPred="Done" and $SecondPred="Done"and $ThirdPred="Done"and $FourthPred="Done"and $FifthPred="Done"and $SixthPred="Done" ,"Completed","")
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Adam Krzyzanek
Original Message:
Sent: 07-22-2020 12:56
From: Don Larson
Subject: How to show Predecessor Status [Lookup field]
Adam,
I have a similar problem. I am trying to think through if there is a way to use Pipelines to solve this instead of creating more relationships. That way it can scale.
Here is my stream of consciousness:
A Predecessor goes to Complete,
The Pipeline looks for Successors
It checks how many other Predecessors are on that Task
If they are all Complete, the Pipeline marks a CB on the Successor
I am not sure if Pipelines can do this but I am going to poke around and see if I can make it work.
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Don Larson
Paasporter
Westlake OH
Original Message:
Sent: 06-17-2020 02:21
From: Adam Krzyzanek
Subject: How to show Predecessor Status [Lookup field]
@Manny Pinheiro,
Actually to show 6 predecessor statuses I created 6 relationship with same table.
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Adam Krzyzanek
Original Message:
Sent: 03-21-2019 12:32
From: QuickBaseCoach Dev./Training
Subject: How to show Predecessor Status [Lookup field]
Thx for letting me know the approach is viable!