Skip to main content

Roll up "next action" to a project table

J

I have a checkbox field in a table of tasks that designates if the task is the “next action” for a project. Each task is related to a project in a project table. Is there anyway for me to roll up the Name of the Task(s) marked as Next Action for a particular project? All I can seem to do is roll up the value of the checkbox and not the Name of the actual task.

    5 replies

    A
    • Alex_Wolfe
    • Inspiring
    • 102 replies
    • March 13, 2018

    You could make a separate formula that looks for the ‘check’ in the ‘next action’ column, then outputs the task name.


    For example the new field/column formula could look like this:



    IF({next action}=1,{Name of Task},blank())



    A checked box = 1, unchecked = 0, so if the box is checked it will populate the Name of Task - otherwise it is blank.


    Then you could lookup/rollup the task name. I’m not sure how the rest of your base is laid out so this is just a first impression suggestion.

    J
    Alex_Wolfe wrote:

    You could make a separate formula that looks for the ‘check’ in the ‘next action’ column, then outputs the task name.


    For example the new field/column formula could look like this:



    IF({next action}=1,{Name of Task},blank())



    A checked box = 1, unchecked = 0, so if the box is checked it will populate the Name of Task - otherwise it is blank.


    Then you could lookup/rollup the task name. I’m not sure how the rest of your base is laid out so this is just a first impression suggestion.


    Oh, very nice. I’m going to try that right now!

    J
    Alex_Wolfe wrote:

    You could make a separate formula that looks for the ‘check’ in the ‘next action’ column, then outputs the task name.


    For example the new field/column formula could look like this:



    IF({next action}=1,{Name of Task},blank())



    A checked box = 1, unchecked = 0, so if the box is checked it will populate the Name of Task - otherwise it is blank.


    Then you could lookup/rollup the task name. I’m not sure how the rest of your base is laid out so this is just a first impression suggestion.


    Worked like a charm. I used this on the Tasks table:


    IF({Next Step}=1,Name,BLANK())


    and then this in the projects table:


    ARRAYCOMPACT(values)


    Thanks so much!

    A
    1 person likes this
    • A
      Alex_Wolfe
    A
    • Alex_Wolfe
    • Inspiring
    • 102 replies
    • March 13, 2018
    Jamie_Buck-Tome wrote:

    Worked like a charm. I used this on the Tasks table:


    IF({Next Step}=1,Name,BLANK())


    and then this in the projects table:


    ARRAYCOMPACT(values)


    Thanks so much!


    No problem 🙂

    R
    • Rob_G
    • Known Participant
    • 16 replies
    • March 20, 2018
    Alex_Wolfe wrote:

    No problem 🙂


    Hi

    i have a similar next action setup, i tend to drag tasks up and down as i plan and would like the top or first task under each project to be automatically triggered as the next action for that project.


    R

    Reply


    Most helpful members this week

    Terms & Conditions