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Question

Formula for a field to label which order it is in

  • September 14, 2021
  • 0 replies
  • 95 views

Hello,

I have two tables, Parent table Task and child table Steps. Each Task has an initial step assigned to it via pipelines and when the user selects an option in the Step form, another pipeline runs to generate a new step that is then automatically related to the Task.

I am trying to find a way to make a formula field in the Steps table that says whether this is Step 1, Step 2, Step 3 in accordance to its Related Task. I keep getting stuck as to how to make this happen, i hope someone can help me out!
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MarkShnierYou
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Since you seem to be comfortable with pipelines, probably the easiest way is to make a summary field on the parent table to count the number of children and look that up down to children as [Current Step Count].

Then when a Step is created have the pipeline copy the value of the [Current Step Count (lookup)] into a scalar data entry field called [Step number].

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