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MikkiHendry's avatar
MikkiHendry
Qrew Member
4 years ago

Creating a formula checkbox field based on task completion

Does anyone know the formula to use if I want a formula checkbox to populate when I mark a certain task complete? Thanks! ------------------------------ Mikki Hendry ----------------------------...
Formulas and functions
Relationships
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
4 years ago
Are you saying that you have a relationship where one Project has many Tasks and when all of the Tasks are completed then you want to mark the project is completed?

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Mark Shnier (YQC)
mark.shnier@gmail.com
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MikkiHendry's avatar
MikkiHendry
Qrew Member
4 years ago
There is a relationship where one Project has many Tasks.  I want to create a field that is checked if a certain task, not all tasks, is marked complete, but not checked if the task is still in progress.  
I appreciate your assistance!!

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Mikki Hendry
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    4 years ago
    Do you want this checkbox on the Project Record  or the Task Record?

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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    • MikkiHendry's avatar
      MikkiHendry
      Qrew Member
      4 years ago
      I would like it on the Project record

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      Mikki Hendry
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        4 years ago
        Ok, we finally got there :). It was not clear from your original question that you had a second table involved.

        no problem, just go to the Relationship between Projects and Tasks and make a Summary field on the relationship and choose the option 

        Whether there are any children related to that Parent

        then include a filter like

        where Task Name equals Budget Approved




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        Mark Shnier (YQC)
        mark.shnier@gmail.com
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