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Mar 25, 2024 02:43 AM
Hi,
I have a sprintview and want to ensure that when I create a new sprint(sub)task, it gets automatically added to the current sprint. I have a begin and enddate of sprints. How would this automation look like?
Thanks!
Mar 25, 2024 02:57 AM
Hmm, I take it the "Sprints" table has a "Start" and "End" date set? If so, you could try creating a formula field that'll check whether today's date falls within the start and end, thus identifying the current sprint
You could then use an automation that triggers when a new task gets created that'll look for a record in the "Sprints" table that matches the value from the previously mentioned formula field, and link that Sprint record to the newly created task?
Mar 25, 2024 06:30 PM
Adam is on to how we do it.
Our sprint table has the concepts of past, current, next sprints that are formulas identifying if today falls inside of those periods or not. Then when you create a new task, you find the sprint that is 'current'.
Mar 26, 2024 01:40 AM
In our sprint table, we have formulas that determine whether today falls within the past, current, or next sprints. When creating a new task, you select the sprint that is currently active based on these formulas.
Mar 26, 2024 05:47 AM
@Dan_Montoya that sound like a great way to do it! Could you help me with the formula you've created for that? I havn't been able to create one that actually works...
Mar 26, 2024 08:23 AM
@Marksteady Here is a sample base that has the next 12 months of sprints. A formulate calculates the sprint state. When you have a new task do a search to find the sprint that is "Active".
Mar 26, 2024 08:42 AM
@Dan_Montoya That looks great. That's exactly what I'm looking for! Are you able to share the exact formula? (couldn't see that in the sample).
Mar 26, 2024 08:46 AM
You can copy the base, all of the formulas and automations will be there.