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Re: I want the status of a checkbox in one table to update the status of a record in another table.

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meganprevost
4 - Data Explorer
4 - Data Explorer

Hey there!

I have two tables. One contains projects, and the other contains tasks. I want to update the status of a project (from pre-production to production) when a certain task is checked off. How would I go about doing this? 

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TheTimeSavingCo
18 - Pluto
18 - Pluto

If the task is linked to the project, you could make an automation that triggers when that task type is checked off, and its action would be to update the project's checkbox field

Screenshot 2023-02-03 at 4.16.56 PM.png

You'll need to swap out the "Display as" portion so that it'll work:

Screenshot 2023-02-03 at 4.17.05 PM.png

If the task isn't linked to the project...well, I assume you've got some sort of identifier for each task that indicates which project it's for?  You could then use that in a "Find Records" action, followed by an "Update Record" action

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3 Replies 3
bruceconsulting
7 - App Architect
7 - App Architect

Hi Megan,

You can create an automation. 
1. Add a formula field to the Project table to return the record id: RECORD_ID()
2. Add a rollup field to the Tasks table that rolls up the Record ID field from your projects table.  Use this aggregate formula:  
CONCATENATE(values)
3.  Finally, create an automation to update your status field in the Projects table.  Use the "when the record matches conditions" trigger.   In your action, make sure you use your rollup field in the "Record ID" section:

If you want to talk about this further or if you ever need any more help, please schedule some time with me.  Here's my Calendly link: https://calendly.com/d/zgt-d2s-95m/15-minute-help-meeting

Jody

 

TheTimeSavingCo
18 - Pluto
18 - Pluto

If the task is linked to the project, you could make an automation that triggers when that task type is checked off, and its action would be to update the project's checkbox field

Screenshot 2023-02-03 at 4.16.56 PM.png

You'll need to swap out the "Display as" portion so that it'll work:

Screenshot 2023-02-03 at 4.17.05 PM.png

If the task isn't linked to the project...well, I assume you've got some sort of identifier for each task that indicates which project it's for?  You could then use that in a "Find Records" action, followed by an "Update Record" action

It is linked! Thanks!