I am currently trying to figure out a way to do the following:
I have two tables. 1 is for projects and 1 is for project options.
Each project option is linked to the proper project and both have single selects for their status.
Essentially it is set up like this:
Project Name | Status | Project Options | Final Approved Option
(Project Options Table)
Project Option Name | Linked Project | Status | ~ Various other information
The Status fields are single selects with various statuses…i.e.
Sent for Approval
My goal is to do two things.
#1 Have the Project Table automatically update status based on the Project Options linked.
#2 Have the Final Approved Option link to the record that matches the proper criteria.
Given that several options will be made for each Project, there will also need to be a hierarchy where a project option that is further along the process negates ones that haven’t progressed as far.
Any ideas on how to achieve this?
Hi @Evan_McMahon ,
This should be fairly simple. If a Project has more than one Project Option and each Option has a different Status, what would the Status of the Project be?
Do Project Option Status have a “weight” to them?
I think I have a way to do this, there may be better options but this works.
First create a new table called Status, Create 5 row and put the 5 status options in, then create another column in that table called Weight, number them 1-5.
Then in Project options, change the single select to Link to the new Status and Lookup the Weight
In the Projects table add a column that is a Roll up of the Weight using Max(values)
Now create an Automation with conditional options for each weight to Update the Project status