Hi, I have a board that has an item field labelled “abc”. In another board I have multiple references to abc with suffixes to isolate certain flavours of abc. I would like to look up the date value stored in abc-def. I would prefer a lookup function that allows me to do something like (lookup({abc}&”-def”,[Item name],[date field]) and returns the specific value.
Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have?
Desiree - www.thecleverclovers.com
It is Work Management Enterprise.
On the board with suffixes, are they referencing the ‘base’ via a text column, connected column, something else? On the board with ABC, do you want it to only show one ‘isolate’ flavor at a time? Or do you want all of them to be connected and show individual dates for each?
I figured it was easier to draw out. I need it this way to be able to create a timeline chart with all the milestone dates.
I still haven’t managed to work out how to do this. Any help would be appreciated.
Hi @paul.eldred
I’m not 100% sure of what exactly you’re trying to achieve here. But I find most problems using Formula columns can be solved by turning them into Number/Text columns and using AI blocks to do the formula instead
Hi @paul.eldred
You can accomplish this by using subitems.
For each system implementation, create a subitem in your project and link it through a connect column to the corresponding item in the System Implementation Planning board. The go-live date can then be displayed through a mirror column.
This approach also lets you add as many implementation phases as needed.
Here is the structure of the Dashboard of Projects board:
And here is the structure of the System Implementation Planning board:
The mirror column from subitems can be used to present a timeline:
You can fully automate the process of linking subitems to their corresponding items with the Connect & Sync Automations app. This automation will create a new item for each system implementation automatically whenever you add a new subitem to your project.
Feel free to reach out if you have any questions.
Just to clarify, I am the author of the app.
Best,
Andrew