Knowledge Base

Our Knowledge Base covers a wide variety of technical topics, from the basic to the complex.

If I have a Projects table and a Tasks table where each Project record has many Task records how do I automatically indicate that the Project is completed when the "Status" field in all the related tasks are marked "Completed"?

Create two summary fields in the Projects table (To learn how, please see our Create a Summary Field help topic). The first summary field will be labled "Number of Tasks". It should be configured to count the number of Tasks. The second summary field should be labeled "Number of Completed Tasks". It should be configured to also count the number of related Tasks with a condition to include only the Task records where the "Status" field is "Completed". Then create a third field of type Checkbox - Formula in the Projects table. Call this field "Project Complete". The formula for this field would be:

[Number of Completed Tasks] = [Number of Tasks]

Now you have a checkbox field that automatically gets checked when there are no uncompleted tasks related to a Project.

If you don't want the "Project Complete" field to be checked when you create a Project without any related tasks then change the formula to the following:

if([Number of Tasks] <> 0, [Number of Completed Tasks] = [Number of Tasks])

Comments

RE: whcich fields should be

Hello,

 

For this setup, the only field you'll need is a Status field on the Tasks table. If you get stuck setting this up, you can visit support.quickbase.com and open a support case to get assistance with it.

 

Thanks!

Brian

Intuit QuickBase

whcich fields should be

whcich fields should be included in project table?

Post new comment

The content of this field is kept private and will not be shown publicly.
Type the characters you see in this picture. (verify using audio)
Type the characters you see in the picture above; if you can't read them, submit the form and a new image will be generated. Not case sensitive.

© 1997-2014 Intuit Inc. All Rights Reserved.

Online Database VeriSign Secured Web Based Software TRUSTe Certification Online Database SSAE Audit