Dec 13, 2022 06:42 AM
I've made this Table:
The idea with the table is to show different kind of tasks, sorted by Week and Day.
Right now when a task is completed, I will click on the 'Næste gang?' field and choose whether the task should be listed in the daily or weekly view. If it's a daily task, I will choose 'Daglig' and for weekly tasks I will choose 'Ugentlig'.
However when I do that, this happens:
Instead of the task being re-created in the right view, it's being added in an Empty view. I therefore manually have to add it to the right view by clicking in the 'Hyppighed' field and select either Weekly or Daily.
What I want here is the task to automatically be added to the right view.
Also I really want to just be able to click in a check box when the task has been made and then Airtable knows which view the task belongs to instead of have to choose the right one in 'Næste gang?'
Are the 2 above improvements possible to do?
Dec 13, 2022 06:43 AM
Hm. The second picture wasn't added:
Dec 13, 2022 07:28 AM
Hi, for the first question, you can run automation.
An example could be this one:
This is my Table.
In this way, every time you add a date to your deadline, automatically assign "Daily or Weekly". (If the daily task is assigned the day before).
Otherwise you can create 2 checkbox one for weekly and another for daily and do almost the same.
When a record is updated (in this case, you add the checkbox column) and after just an action (update record, As I showed you before).
In this case, you need 2 automation: 1 for daily and 1 for weekly.
I don't know if I was clear. Let me know if you have any questions 😊
Dec 13, 2022 07:45 AM
Just to be clearer, this is what I meant with checkbox:
You should do the same also for daily 😊
Dec 13, 2022 11:22 AM
Thanks so much for your reply!
I'm trying to replicate the check box setup you've shown. I have a formula field that automatically adds the next date for the tast, based on the 'Næste gang?' field. However, because I replce this step with 2 checkbox fields, I am unsure how this formula should look like.
Can you help me out? I've tried this, but w/o success.
Dec 13, 2022 11:36 AM
Sure, I will try it. What is Sidst faerdiggjort?
I don't know if I understand well. You want a column that shows the deadline where:
- add 1 day to today for "daily task"
- and 7 days to today for "weekly task"
daily: 12/13/2022 (US calendar) + 1 day= 12/14/2022
weekly: 12/13/2022 (US Calendar)+7 days=12/20/2022
is it right? correct me if I didn't understand well.
Dec 13, 2022 11:40 AM
"Sidst færdiggjort" = Last time this task was done (date).
You are absolutely correct! I want this to help me automatically choose the next due date for the task (either it's a daily or a weekly task).
Dec 13, 2022 12:08 PM
If you want just to use Today is this one, but I'm a little worried that every day it will calculate the new date (because "today" will change). I suggest you to use the date (your Sidst faerdiggjort)
Let me know if you have any other questions 😊
Dec 13, 2022 12:28 PM
Oh. I am confused.. Can't make it work for some reason?
'Hyppighed' is my Status - that's the one I group the tasks from.
Dec 13, 2022 12:32 PM
IF(Hyppighed="Ugentlig",(DATEADD(Deadline,7,'days')), IF(Hyppighed="Daglig",(DATEADD(deadline,1,'days')), BLANK()))
You forgot one bracket before DATEADD, it should be this one.
Dec 13, 2022 12:40 PM
That worked, yes! So now it shows me the next due date based off the Deadline. So far so good.
What I need now is the Record to update, like it did before. So before when I chose either Daily or Weekly in 'Næste gang?' the Record were recreated with a new due date. That's missing now.
So what I want it the Record to be recreated (updated) when the checkbox is checked (either Daily or Weekly) and then the Record to be added to the correct view (status).
Can you help with that?
Dec 13, 2022 01:04 PM
You can't add a formula in the automation, but you can change the formula a little in this way.
So when you check the checkbox, automatically will calculate the new due date and the automation will add the "Weekly/Daily" Status
Dec 13, 2022 01:14 PM
So I just made a test, and what you just wrote happens. Good!
But what I want is the calculated due date to be inserted into the 'Deadline' field and then the checkbox unchecked, so that when the task is made the next day (it's recurring tasks), the same thing will happen. In other words: the Record to be recreated in a loop. Right now when I check the checkbox, it will just find the new coming due date in the 'Calculation' field which means that I manually have to remake the Record, and that's not what I hope to do.
Does it make sense?
Dec 13, 2022 02:25 PM
Okay! So I have now managed to have the Record moved to another view based on which off of the Checkboxes. So when one of the checkboxes have value 1, the status of the Record will change to 'Done' and be moved to that view.
What I need now is the Record to come back to the Todo view. I've tried to create this with an automation, but so far without success... See pictures (Done_view and Done_view1). For some reason that automation keeps creating new Records.