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Roolup and list "Complete" tasks

  • November 9, 2022
  • 5 replies
  • 22 views

I have a “Tasks” table with a checkbox (Open OR Complete). I want to list (Rollup) all “Open tasks” in one field and “Complete tasks” in another field on a different table (Clients) What should the formula be?

Best answer by Charlie_Pesti

Hmm, you’ll need to create 2 conditional Lookup fields in the Projects table that will compile the Open and Complete tasks per project

After that, you’ll just use 2 Lookup fields in the Clients table to display the two fields you just created

I think that should do what you’re looking for


Thanks, Adam. Fixed it. The wrong field was selected

to display.

5 replies

TheTimeSavingCo
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Hi Charlie, I think you can use a conditional lookup for this instead:



Link to base


  • Author
  • New Participant
  • November 10, 2022

Thank you! This should work. However, I have three tables (Projects, tasks, Clients), and the Projects table is the only one I sen link it to. How can I add/select the “Task” table?

Thanks!


  • Author
  • New Participant
  • November 10, 2022

This is my formula, but it doesn’t give back any records


TheTimeSavingCo
Forum|alt.badge.img+31

This is my formula, but it doesn’t give back any records


Hmm, you’ll need to create 2 conditional Lookup fields in the Projects table that will compile the Open and Complete tasks per project

After that, you’ll just use 2 Lookup fields in the Clients table to display the two fields you just created

I think that should do what you’re looking for


  • Author
  • New Participant
  • Answer
  • November 11, 2022

Hmm, you’ll need to create 2 conditional Lookup fields in the Projects table that will compile the Open and Complete tasks per project

After that, you’ll just use 2 Lookup fields in the Clients table to display the two fields you just created

I think that should do what you’re looking for


Thanks, Adam. Fixed it. The wrong field was selected

to display.