I have an ongoing process project where each task represents a request with a number of subtasks representing the actual work (“tasks”, if you will) required to close that request. These subtasks include multiple rounds of reviews, which can get visually daunting for some of our users. I was hoping…

[image] Stephen_Li: My thought was to create a custom number field that increments each time the approval status changes to “Pending Approval”, but it appears there aren’t any rule actions for custom number fields. Have you considered using a single-select custom field instead? The drop-down …

@Stephen_Li , In addition to @Andrea_Mayer ’s suggestion, here’s one that can be automated (perhaps): You could use a rule with the trigger as you describe, but the action could be to add a subtask where in the rule action you set the subtask you default the custom number field to 1. The accumulatio…

Thank you both for the replies! @Andrea_Mayer - I had considered this option, but I’m hoping to go a different direction for 2 reasons: If we get over 5 rounds (very possible), we’d need multiple rules to govern the increments (assuming your thought is: when approval status changes to pending app…

[image] Stephen_Li: is there a way to roll up numbers in subtasks to their parent? Only as I mentioned with time tracking field as seen here: [image] Task from Subtask Custom Field Equations - Same as "Column functions" Product Feedback Note: Not a solution but mar…

Ah wow, had no idea about this behavior! Although it feels a bit clunky for this use case and I’ll probably have to use a single-select, I can definitely envision this being useful in the future.

Increment a counter (number field)

English Forum Ask the Community

lpb 30 November 2023 22:32 5

Only as I mentioned with time tracking field as seen here:

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Increment a counter (number field)

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