Check parent task if children tasks have all been checked

Pierre Mostert
Pierre Mostert ✭✭✭✭
edited 03/02/23 in Formulas and Functions

Good day

I need help to auto complete a parent task if all tasks relating to the parent has been checked?

See pic below. I know you can use IF formula, but would like to use something a bit more automated using ANCESTOR function if possible. So that I can convert the values to a column formula

Assistance will be appreciated!

Regards,

Best Answer

  • Devin Lee
    Devin Lee ✭✭✭✭✭
    Answer ✓

    Create a column called "Helper Column" that you can hide after putting formula

    =IF([Task Complete]@row = 1, 1, 0)
    

    Convert it to a column formula before hiding it. (Right-click and select "Convert to Column Formula")


    Then on the rows that will be checked automatically after the tasks are completed use this formula in those check box cells.

    =IF(SUM(CHILDREN([Helper Column]@row)) = COUNT(CHILDREN([Helper Column]@row)), 1, 0)
    

Answers

  • Devin Lee
    Devin Lee ✭✭✭✭✭
    Answer ✓

    Create a column called "Helper Column" that you can hide after putting formula

    =IF([Task Complete]@row = 1, 1, 0)
    

    Convert it to a column formula before hiding it. (Right-click and select "Convert to Column Formula")


    Then on the rows that will be checked automatically after the tasks are completed use this formula in those check box cells.

    =IF(SUM(CHILDREN([Helper Column]@row)) = COUNT(CHILDREN([Helper Column]@row)), 1, 0)
    
  • Pierre Mostert
    Pierre Mostert ✭✭✭✭

    Hi Devin

    Great stuff. Thank you. It works perfect.

    Regards,

  • Pierre Mostert
    Pierre Mostert ✭✭✭✭

    Hi Devin

    Just a follow up on the above question. How do I modify the formula to ONLY check the box for the 'Complete' column WHEN task 1,2 & 3 have been set to approved ("yes")?


    Thanks again!

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