Lookup Field to Gantt with Multiple Start & End Da...

[Ash]

I currently have two date fields, start and end. How do I create a relationship between two rows, e.g.

Have the start date of Task B be days before Task A end date?

[TheTimeSavingCo]

You’d have to link the two records together (specifically, in Task B’s record, link Task A in the linked record field)

You’d then have to add a lookup field to grab the due date you’ve set, and then use a formula to calculate the start date

And finally, you’d need a formula field that summarizes between the two start dates that you have: the one that you set up manually and the one that you’ve calculated

[Ash]

Thank you! So in the Gantt chart - the bars will probably auto update. Are you still able to drag the bars to change the date or do they become locked?

[TheTimeSavingCo]

Ahh, ouch, they would become locked

Hmm, if we want that functionality, the Gantt chart will have to reference actual date fields, so we’d have to:

1. Link the two records together (specifically, in Task B’s record, link Task A in the linked record field)
2. Add a lookup field to grab the due date you’ve set for Task A
3. Add a formula field to calculate the start date for Task B
4. Create an automation that triggers when a record is linked AND doesn’t have a start date, and make its action to update said record’s start date with the result of the formula from the previous step

This should do what you’re looking for I think

[Ash]

thank you! will give it a try