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Hi Everyone,


I am currently trying to figure out a way to do the following:


I have two tables. 1 is for projects and 1 is for project options.


Each project option is linked to the proper project and both have single selects for their status.


Essentially it is set up like this:


(Project Table)


Project Name | Status | Project Options | Final Approved Option


(Project Options Table)


Project Option Name | Linked Project | Status | ~ Various other information


The Status fields are single selects with various statuses…i.e.


Research

Cutting

Sent for Approval

Final Approved

Paid


My goal is to do two things.


#1 Have the Project Table automatically update status based on the Project Options linked.

#2 Have the Final Approved Option link to the record that matches the proper criteria.


Given that several options will be made for each Project, there will also need to be a hierarchy where a project option that is further along the process negates ones that haven’t progressed as far.


Any ideas on how to achieve this?

Hi @Evan_McMahon ,

This should be fairly simple. If a Project has more than one Project Option and each Option has a different Status, what would the Status of the Project be?


Do Project Option Status have a “weight” to them?


Hi @Evan_McMahon ,

This should be fairly simple. If a Project has more than one Project Option and each Option has a different Status, what would the Status of the Project be?


Do Project Option Status have a “weight” to them?


Yes exactly.


As the status is updated and the project progresses each consecutive status should out weigh the previous status.


Hi @Evan_McMahon

I think I have a way to do this, there may be better options but this works.


First create a new table called Status, Create 5 row and put the 5 status options in, then create another column in that table called Weight, number them 1-5.


Then in Project options, change the single select to Link to the new Status and Lookup the Weight


In the Projects table add a column that is a Roll up of the Weight using Max(values)




Now create an Automation with conditional options for each weight to Update the Project status


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