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Re: Automation to Update Status of Tasks

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jcx1028
4 - Data Explorer
4 - Data Explorer

I'm building a project management platform. In my current configuration, there is a table for Projects, and another for Tasks. 

When a Project is created, an automation runs to add corresponding Tasks. 

The Project table has a "Status" field, with options for In Progress, On Hold, Canceled, and Done.

When a Project status is changed from In Progress to On Hold, I added an automation that also changes the status of the underlying Tasks to On Hold (so the individuals to whom those tasks are assigned now to pause work on them).

But how would I create an automation to switch that Task status back to In Progress if the parent Project status is changed back?

If I set the trigger to be "when record in Project matches conditions (status = In Progress), it's going to update a lot of tasks that should be updated.

Is there a scripting solution for "if a project was On Hold and now is In Progress, change all underlying Tasks statuses that were On Hold to In Progress"?

1 Reply 1

Hmm, I'd suggest using a "Find Record" action to look for Task records that are linked to the triggering Project that have a Status of "On Hold":

Screenshot 2024-09-19 at 11.33.08 PM.png

And then using a Repeating Group to update all those "On Hold" Tasks to be "In Progress":
Screenshot 2024-09-19 at 11.33.11 PM.png

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