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Task completion linked to service's selection

  • February 12, 2021
  • 0 replies
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Hi there !

I have 3 tables :

  • CONTACT
  • LEADS
  • ADMINISTRATIVE FOLLOW

If the customer pick one service in the table contact, I have multiple field checkbox set up to check to follow the process for this specific service (in the administrative follow table). Then i have a SUM formula that counts the number of checkbox checked to see task completion. This part works well and is perfect for me.

  • Service 1 : needs to get 10 checkbox checked to be completed
  • Service 2 : needs to get 14 different checkbok checked to be completed
  • Service 3 : needs to get 20 differents checkbox checked to be completed

Question is : How would you set up when a customer select let’s say 2 services (or 3) to affect the necessary checkboxs to show ? and then add a global task completion ?

Any clue ? thanks !