The ask: In a main table I would like to monitor the progress of linked tasks. This could be a project with subtasks or an order where I want to see in the headline of the main element how many subitems are still in which status.
Now with the help of a rollup field, at the moment I can count the total elements of subtasks which is fine. But I cannot count the elements of linked records in a specific status i.e. “in progress” or “done”. If I could, I could report on that in the main task / project.
Use cases here are imaginable in projects, tasks, orders, and numerous other areas.
Essentially what this sounds like is a “filter” step for rollup field configurations. That would allow you to filter the subtasks that are rolled up by a desired condition (e.g. their status).
If so, I definitely agree. You can see this illustrated in Airtable’s rollup fields:
Definitely need this. What can I use currently as a work around if say I had a record that can be either “available” or “not available” and I need to count all of the “available” and use that number in a workflow?
Currently do filters like this I create additional fields. In your case I would create 2 more fields available and “not available” either as boolean or text fields, and then count on true values.
@darragh This request is getting more relevant as rollups in airtable take some time before the changes come back to noloco from time to time. Definitely got some supporters and is a solid request with valid usecases. Wondered if this is on the roadmap in the near future.
This should have gone without saying… I was shocked to find that this was not actually possible without workarounds. This should be at the top of the roadmap as this is basic functionality that should be expected of any relational database app.
If you want a workaround in the Linked database (linkedsub-tasks I assume), set up a formula field for each of the status options
e.g If Status = Complete count 1 if else 0
if Status = Backlog count 1 if else 0
if Status = In Progress count 1 if else 0
Then you can individually use the roll-up function in the other database (the main tasks, I assume) for each of the individual formulas.
From there you can also use those roll-ups in formulas to calculate %
E.g % of tasks that are Complete = Complete Count / (Backlog + Progress + Complete count)
A bit annoying because you need to set-up each individual formula but if I understood your request correctly, this could be a potential workaround.
and is a solid request with valid usecases. Wondered if this is on the roadmap in the near future.