Automation to create task dates based on project due date

Question

I have a table called “Tickets” that my team enters project requests. Each ticket has a due date.

A second table called “tasks” are specific things that need to be done to complete the project. Some of these tasks must be done a specific number of days (lead time) before the ticket due date to meet the deadline.

I have a third table with standard tasks with a field called “lead time” that I use as a template to populate the tasks for each project.

I want to be able to automatically enter the task due date based on the pre-defined lead time and the ticket due date. These dates need to editable to account for holidays and other conflicts, so I can simply use a formula.

I want to create an automation that will look at the ticket due date and calculate the task due date (subtract number of days from said task due date) and enter it into the task due date.

I can handle most of the automation, but I’m a bit out of my league trying to grab data from one table and use it in a calculation in another table.

DisraeliGears01 · Accepted Answer

The simplest way I’d approach this is to do everything with formulas resultingin a Calculated Deadlinefield, and then add a Deadline Override field, and make the actual Deadlinefieldan IF formula where it displays the Deadline Override date if it’s available, but otherwise uses the calculated one. That way you don’t need any automations and you still have an editable due date via the override field.

Sparky Livewire · Answer

Found my answer. Using the lookup function as a field in my task table to find the date of the linked record in the ticket table.

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