How to show Predecessor Status [Lookup field]
How to show if predecessor is completed or status? I have table with structure as below, and I would like to pull data from predecessor to know if already completed. So in this case in additional ...
Forum Discussion
Thx for letting me know the approach is viable!
@Manny Pinheiro,
Actually to show 6 predecessor statuses I created 6 relationship with same table.
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Adam Krzyzanek
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Actually to show 6 predecessor statuses I created 6 relationship with same table.
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Adam Krzyzanek
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- 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
------------------------------@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
------------------------------- 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
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