Parent Marked Qualified and changes status of all Children relation

Jett

If Status on the parent is marked qualified it will fill all the tasks below for this section only qualified. Which will stop all the alerts. How do I make it so it only affects this drop down and now all the ones on the sheet. And have this same situation going for all the dropdown

Ward.Hively

Hi Jett,

I am not sure I fully understand the problem. Could you clarify the problem you are experiencing?

Jett

Hi have many email address that each have these from down options. So when they do they first follow up they will mark it complete. If it is past due and not marked complete or qualifed it will send them an email which I have setup. Say on the second follow up they are qualified. So on the parent Line they will mark it qualified. How do I make it mark the uncompleted tasks as qualified so they do not get the overdue emails. Once it is marked qualified they no longer need the late reminders for that specific parent.

Hollie Green

The only way I can think to do it is with a couple helper columns. One helper column to get the Parent name in my formula I call the column "Parent". The second helper column is where you would put your formula for the automation helper. Below is the formulas I used

Parent Column -

=IF(PARENT([Task Name]@row) = "", [Task Name]@row, PARENT([Task Name]@row))

automation helper column -

=IFERROR(INDEX(COLLECT(Status:Status, Parent:Parent, Parent@row, Status:Status, "Qualified"), 1), "Notify")

You can then set up your automation to only send notifications when the automation helper column is labeled "notify"

Jett

This did not work it is changing for the entire column. Not just the that specific parent child section.

Michelle Choate 2

Take the formula from @Hollie Green and apply it only to the section that you need, rather than the entire column. If you have already applied it to the entire column, flip it back to Cell Formula, then delete the ones you do not need it in.

Hollie Green

The only way it should return the same results to all sections is if you have the parent names the same. Below is what it should look like if the parent names are different. I just altered a previous sheet I had to match the status looking for.

Jett

Hi This is working I am using this Formula =IF(ISBLANK(Parent@row), IF(Status@row = "Complete", "Complete", ""), IF(Status@row = "Complete", "Complete", IFERROR(INDEX(COLLECT(Status:Status, Parent:Parent, Parent@row, Status:Status, "Qualified"), 1), "Notify")))

However If the parent is the same it will update for both section. How do I have it so it ONLY updates that parent section. I can't have it stop tasks if the parent is the same.

Jett

Hi Hollie Green,

I have this working but as you can see I the post above how do I make it work for that specific parent. I have a date that it enters the sheet column too. Would that help so that we can make the formula work if the children and parent have the same date entered? @Hollie Green