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Change status if all linked data records have a certain status.

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mirkolando
6 - Interface Innovator
6 - Interface Innovator

Hello Community,

I have a table with events and a linked table with needs for the events. Different needs can be assigned to each event. Each event and each need has a status. I would like that if all needs that are assigned to an event have the status "delivered" or "declined", that the status of the event changes to Needs processed.

Does anyone have an idea how I can implement this?

Best regards

Mirko

1 Solution

Accepted Solutions
Alexey_Gusev
12 - Earth
12 - Earth

Hi,
add count field, with filtering, Where Status is not delivered AND Status is not declined.
You can also add another unfiltered count (to avoid setting the same status for records without linked needs).
Then you can use formula if({CountFiltered}=0, 'Needs processed')
If you want the Status field to be Single Select, not formula, you should set automation with trigger by condition and update record action.

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1 Reply 1
Alexey_Gusev
12 - Earth
12 - Earth

Hi,
add count field, with filtering, Where Status is not delivered AND Status is not declined.
You can also add another unfiltered count (to avoid setting the same status for records without linked needs).
Then you can use formula if({CountFiltered}=0, 'Needs processed')
If you want the Status field to be Single Select, not formula, you should set automation with trigger by condition and update record action.