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Automatically update date fields from 2 different tabs

  • March 30, 2020
  • 3 replies
  • 29 views
T

Hi All,

I’m new to Airtable and need some help please. I have 2 tabs one for Projects and another is Tasks which breaks down each project where you can add multiple tasks related to that project. I wanted to know is there a way to automatically update the Project - “start date” and “due date”, to reflect the first start date of the list of Tasks and the last due date in that list?

Thanks
T

Best answer by Jeremy_Oglesby

Yep, you would do that with Rollup fields in your “Projects” table.

You’d Rollup the Linked “Tasks”, the “Due Date” field from the “Tasks” table, and you’d use a different Rollup function for each…

For the “Start Date” Rollup field in your “Projects” table you’d use:

MIN(values)

to return the smallest (earliest) date value from the “Due Date” field of your “Tasks” table.

For the “End Date” Rollup field in your “Projects” table you’d use:

MAX(values)

to return the largest (latest) date value from the “Due Date” field of your “Tasks” table.

    3 replies

    J
    Forum|alt.badge.img+18

    Yep, you would do that with Rollup fields in your “Projects” table.

    You’d Rollup the Linked “Tasks”, the “Due Date” field from the “Tasks” table, and you’d use a different Rollup function for each…

    For the “Start Date” Rollup field in your “Projects” table you’d use:

    MIN(values)

    to return the smallest (earliest) date value from the “Due Date” field of your “Tasks” table.

    For the “End Date” Rollup field in your “Projects” table you’d use:

    MAX(values)

    to return the largest (latest) date value from the “Due Date” field of your “Tasks” table.

    Justin_Barrett
    T
    • Thi_Huynh
    • Author
    • New Participant
    • March 31, 2020

    Yep, you would do that with Rollup fields in your “Projects” table.

    You’d Rollup the Linked “Tasks”, the “Due Date” field from the “Tasks” table, and you’d use a different Rollup function for each…

    For the “Start Date” Rollup field in your “Projects” table you’d use:

    MIN(values)

    to return the smallest (earliest) date value from the “Due Date” field of your “Tasks” table.

    For the “End Date” Rollup field in your “Projects” table you’d use:

    MAX(values)

    to return the largest (latest) date value from the “Due Date” field of your “Tasks” table.


    Hi Jeremy,

    Wow amazing thank you so much!!! :grinning_face_with_big_eyes:

    Regards
    T

    J
    T
    • Thi_Huynh
    • Author
    • New Participant
    • April 1, 2020

    Yep, you would do that with Rollup fields in your “Projects” table.

    You’d Rollup the Linked “Tasks”, the “Due Date” field from the “Tasks” table, and you’d use a different Rollup function for each…

    For the “Start Date” Rollup field in your “Projects” table you’d use:

    MIN(values)

    to return the smallest (earliest) date value from the “Due Date” field of your “Tasks” table.

    For the “End Date” Rollup field in your “Projects” table you’d use:

    MAX(values)

    to return the largest (latest) date value from the “Due Date” field of your “Tasks” table.


    Hi Jeremy,

    One more question please. When I add a new Project in the Project tab how can this be automatically added into the Tasks tab as a new Project line. Right now I’m having to manually add each project into the Tasks tab which can be confusing when other have added in a new Project.

    Thanks very much for your help.

    T

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