Parent/Child Status Update - Status Roll-Up
I currently have the following formula that has been working - but I'm trying to update it with our appropriate statuses but getting unparseable error
Current Formula - =IF(COUNTIFS("On Hold", CHILDREN()), "On hold", IF(COUNTIFS(CHILDREN(), "Not Started") = COUNT(CHILDREN()), "Not Started", IF(COUNTIFS(CHILDREN(), "Complete") = COUNT(CHILDREN()), "Complete", "In Progress")))
We have removed "On Hold" and updated our statuses to the following: Not Started, In Progress, Complete, At Risk, No Longer Pursue, I am hoping to have the Parent Status update based on the following statements
If all children lines are Not Started, Parent =Not Started
If all children lines are In Progress, Parent =In Progress
If all children lines are Complete, Parent =Complete
If all children lines are At Risk, Parent = At Risk
If all children lines are No Longer Pursue, Parent = No Longer Pursue
If multiple statuses of children lines, Parent = In Progress
Best Answer
-
Hey @bking8
=IF(COUNTIFS(CHILDREN(), "Not Started") = COUNT(CHILDREN()), "Not Started", IF(COUNTIFS(CHILDREN(), "Complete") = COUNT(CHILDREN()), "Complete", IF(COUNTIFS(CHILDREN(), "At Risk") = COUNT(CHILDREN()), "At Risk", IF(COUNTIFS(CHILDREN(), "No Longer Pursue") = COUNT(CHILDREN()), "No Longer Pursue", IF(COUNTIFS(CHILDREN(),"In Progress")=COUNT(CHILDREN()), "In Progress", "In Progress")))))
Does this work for you?
Kelly
Answers
-
Hey @bking8
=IF(COUNTIFS(CHILDREN(), "Not Started") = COUNT(CHILDREN()), "Not Started", IF(COUNTIFS(CHILDREN(), "Complete") = COUNT(CHILDREN()), "Complete", IF(COUNTIFS(CHILDREN(), "At Risk") = COUNT(CHILDREN()), "At Risk", IF(COUNTIFS(CHILDREN(), "No Longer Pursue") = COUNT(CHILDREN()), "No Longer Pursue", IF(COUNTIFS(CHILDREN(),"In Progress")=COUNT(CHILDREN()), "In Progress", "In Progress")))))
Does this work for you?
Kelly
-
Hello @Kelly Moore - this worked beautifully! Thank you! I wish I could have sorted it out but that last part where it becomes the combined options always trips me up!
-
Happy this worked for you.
Kelly
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 139 Industry Talk
- 471 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 496 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!