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Re: Define global status of a list of records with automation

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zephir
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi

I want to define feature status by automation.

For example, if all the user stories of the feature are done then the feature is considered as completed.

Is it possible without a script ?

Thanks for your help.

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TheTimeSavingCo
18 - Pluto
18 - Pluto

Hard to say without knowing what your base structure's like, but...probably?

Assuming your user stories are individual records linked to a single "Feature" record, you could do a lookup of the field that denotes the status of user story record and use a formula field with checking whether all of them are complete

Could you provide some screenshots of your tables and releavant fields?

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3 Replies 3
TheTimeSavingCo
18 - Pluto
18 - Pluto

Hard to say without knowing what your base structure's like, but...probably?

Assuming your user stories are individual records linked to a single "Feature" record, you could do a lookup of the field that denotes the status of user story record and use a formula field with checking whether all of them are complete

Could you provide some screenshots of your tables and releavant fields?

zephir
5 - Automation Enthusiast
5 - Automation Enthusiast

Thanks Adam for your answer. 

I have a base wich contains 3 tables : 

  1. feature : list of all features & and status (to complete ; completed) 
  2. US : list of all User Storiers & status (todo ; in progress , done) 
  3. link : list of links between feature & US

According to your suggestion, I imagine an automation like this 

when status US record is update in US Table

find linked feature in Link Table

find linked US to the founded feature in Link Table

Maybe, this Kind of automation can define parameters like (number of all US of a feature / number of US done)

Feature status can be automatically updated by using 2 previous parameters 

For example , if number of All US = number of US done, then feature is completed. 

Is that right ? 

 

zephir
5 - Automation Enthusiast
5 - Automation Enthusiast

It works without automation. 

Only by using lookup et formula options. 

Thanks Adam

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