Forum Discussion
AdamKeever1
6 years agoQrew Commander
Jaime,
Take a look at his:
Table to Table to Table relationships with Lookups and Summary fields
Following this architecture will allow you to view all of your records within the support tickets table. You would want to lookup the status of your project to your phase table and then lookup the statuses of project and phase to your support tickets table. Then you could create a formula field to return "open" if all three statuses are not "closed" otherwise return "closed".
In this manner, your delegate would not need to run a report, but only navigate to the support tickets table and apply the dynamic filter. Likewise, you could easily create a report with the same filter applied and add that to a dashboard or as a link in an email notification.
Here is what it looks like:
If([ID - Status]= "closed" and [ID - Status2]= "closed" and [Status] = "closed", "closed", "open")
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Adam Keever
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Take a look at his:
Table to Table to Table relationships with Lookups and Summary fields
Following this architecture will allow you to view all of your records within the support tickets table. You would want to lookup the status of your project to your phase table and then lookup the statuses of project and phase to your support tickets table. Then you could create a formula field to return "open" if all three statuses are not "closed" otherwise return "closed".
In this manner, your delegate would not need to run a report, but only navigate to the support tickets table and apply the dynamic filter. Likewise, you could easily create a report with the same filter applied and add that to a dashboard or as a link in an email notification.
Here is what it looks like:
Here is the formula used for the overall status:
If([ID - Status]= "closed" and [ID - Status2]= "closed" and [Status] = "closed", "closed", "open")
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Adam Keever
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JaimeStrawderma
6 years agoQrew Cadet
Thanks Adam. I appreciate your time. Looks pretty straightforward. I'll keep you posted.
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Jaime Jaime
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Jaime Jaime
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