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Need calculation to automatically label Project record “WORKING” or “COMPLETE” depending on the status of Project child Assignments.

For example:

If any of the child Assignments are labeled anything other then “COMPLETE”

then Project calculation field clc_status will be result in “WORKING”.

If all assignments are labeled “COMPLETE” then clc_status will result in “COMPLETE”.

I have attached a sample file outlining this question.

Thank you all in advance, I look forward to your comments!

AutoStatus.fp7.zip

You can have a on the child table with a quick Calc that returns a boolean i.e. 'cCompleteFlag'

Case ( txt_status <> “COMPLETE”; 1 )

Then for your calc for projects have it be

Case ( not Sum ( Assignments::cCompleteFlag); "Complete"; "Working" )

Edited by Guest

  • Author

THANK YOU FOR THE SOLUTION!

I have attached the WORKING file for anyone who would like to use this technique!

AutoStatusFIX.fp7.zip

Along these same lines, the user checks a box indicating the project is complete. Is there a way to automatically change the a drop down box field with value list of project status to complete?

Does that make sense? Thanks!

Irregardless of using a value list of just an edit field, you can make it have an auto calculated result of something like

If project is a boolean flag that returns 1 if checked, then you can use in your project status field...

Case ( project; "complete")

If not then,

Case ( project="complete"; "complete")

Thanks for your response Mr. Vodka. I am sorry for not being clear with my question. I have attached a picture of what I am trying to ask. Thanks again for your help.

Case_1.png

Edited by Guest

  • Author

Hello,

I have attached a new modified model file.

I "believe" I have accomplished Mr. Vodka's instructions.

It is set up now so that you can select any value you want for project status unless it is marked "Followedup".

Hope this helps.

AutoStatusFIX_02.fp7.zip

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