Complex formula for statuses

Plezzel Marketing

hi gang,

I have manually been adjusting my parent level status based on some rules. But figured surely there is a formula that can keep my board up to date. Here are the statuses in order:

Planning

Build

Internal Review

External Review

Scheduled

Live

Completed

Blocked

Cancelled

Once a project kicks off, it will go from Planning to Completed status. Each row may be at different statuses such as planning and live at the same time.

I want the parent level to be the status of the row (Planning, Build, Internal Review, External Review, Scheduled) up to live.

Once one row is live, then the parent level should stay as live status until all rows are Completed then it should change to Completed status at the parent level.

The only exception is if any row is Blocked then it should change to Blocked at the parent level.

Is there a formula for this or should I stick to manually updating it.

Andrée Starå

Hi @Plezzel Marketing

I hope you're well and safe!

Yes, we can automate this with a formula.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Plezzel Marketing

hi Andree,

Here is a screenshot for one project, the top row is the parent row

So really, the parent should show Blocked by the rule, otherwise, it will be an external review status