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Apr 26, 2021 08:28 AM
Hi Everyone!
I am currently trying to automate my tasks for projects. What I would like to do is have a date that a project is starting and then based on when I need specific tasks done - to have another date populate.
EX:
I am kitting a project on 4/20/2021 this means that I need the gift note for the project to start one week out. How can I have that auto populate when my tasks status of “gift note” is selected.
So to reiterate because this is becoming confusing:
I have a project with a 4/20 deadline
I choose a “single select” task of “get gift note assets” which always will be 2 weeks out from the deadline.
How do I get a date to auto populate when I choose a specific task with the specific timeframe needed.
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Apr 26, 2021 04:27 PM
Hello @Clair_Arthur!
What you are looking for could be accomplished in a couple of ways but I believe the simplest would be a formula field!
If you table looks something like this:
You could create a new formula field that uses an If statements to return a date based on the deadline and the asset needed:
Then you’ll get the date 7 days before the deadline populated automatically:
You could also chain IF statements to handle different needed assets:
IF(
{Assets Needed} = "Get gift note",
DATEADD(Deadline, -6, 'days'),
IF({Assets Needed} = "Send extra merch",
DATEADD(Deadline, -3, 'days')
)
)
Let me know if I can help provide any more information, and if this helped answer your question please mark it as the solution :white_check_mark: .