Hi Airtable community! 👋
I’m working on a base where I need status updates in one table to automatically reflect in another table — and I’d love advice on the best way to build this.
Background
I have two tables:
📌 Projects
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Project Name
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Status (e.g., “Planning”, “In Progress”, “Completed”)
📌 Tasks
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Task Name
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Linked Project
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Task Status
I want to automatically update the Project’s Status based on the status of its linked Tasks. For example:
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If all Tasks are “Completed”, set Project Status to Completed
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If any Task is “In Progress”, set Project Status to In Progress
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Otherwise, Project Status should remain Planning
Right now I’m using rollups and a formula field, but I’m wondering if there’s a cleaner or more reliable approach — especially when tasks are added or changed frequently.
Specific Questions
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Rollup + Formula strategy:
Is using a rollup of Task Statuses with a conditional formula the best practice for this? -
Automations:
Would a script in Airtable Automations perform this more reliably? If so, does anyone have examples? -
Performance:
Are there scalability concerns (e.g., base slowing down) with either approach when there are hundreds of linked records?
What I’ve Tried
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Rollup with an array of statuses and a formula that checks for key values (“Completed”, “In Progress”) — works okay but feels clunky.
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Basic automation that triggers when a Task Status changes — doesn’t always fire as expected.
Would love to hear how others handle this kind of multi-table dependency! Any sample formulas or scripts would be especially helpful 🙌
Thanks! ✨
