Help

Roolup and list "Complete" tasks

Topic Labels: Formulas
Solved
Jump to Solution
1083 5
cancel
Showing results for 
Search instead for 
Did you mean: 
Charlie_Pesti
5 - Automation Enthusiast
5 - Automation Enthusiast

I have a “Tasks” table with a checkbox (Open OR Complete). I want to list (Rollup) all “Open tasks” in one field and “Complete tasks” in another field on a different table (Clients) What should the formula be?

1 Solution

Accepted Solutions

Thanks, Adam. Fixed it. The wrong field was selected
Screen Shot 2022-11-11 at 5.11.12 AM
to display.

See Solution in Thread

5 Replies 5

Hi Charlie, I think you can use a conditional lookup for this instead:

Screenshot 2022-11-10 at 2.05.06 PM
Screenshot 2022-11-10 at 2.05.09 PM
Screenshot 2022-11-10 at 2.05.13 PM

Link to base

Charlie_Pesti
5 - Automation Enthusiast
5 - Automation Enthusiast

Thank you! This should work. However, I have three tables (Projects, tasks, Clients), and the Projects table is the only one I sen link it to. How can I add/select the “Task” table?

Thanks!

Charlie_Pesti
5 - Automation Enthusiast
5 - Automation Enthusiast

This is my formula, but it doesn’t give back any records

Screen Shot 2022-11-10 at 8.39.08 AM

Hmm, you’ll need to create 2 conditional Lookup fields in the Projects table that will compile the Open and Complete tasks per project

After that, you’ll just use 2 Lookup fields in the Clients table to display the two fields you just created

I think that should do what you’re looking for

Thanks, Adam. Fixed it. The wrong field was selected
Screen Shot 2022-11-11 at 5.11.12 AM
to display.