An editable reference formula column?

1

I have a hierarchical task table, with an Active task view that I work from. In most cases, the note canvas most relevant to me is not that of the active task, but that of it top most ancestor (the “Project”). I created a Project Notes formula column that provides access to it.

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Unfortunately, being a formula column, it is not editable (“Values in this column are calculated by a formula and can’t be manually changed”). I want to be able to edit the project notes without going to the main table.

Any thoughts how that can be achieved? Ideally there would be something like

Reference(if(thisRow.isProject,thisRow.Notes,thisRow.Parent.Notes)

to make the targeted noted canvas available by reference (editable) instead of by value, but is not an existing feature. Any thoughts on how to achieve this?

Thanks

~R

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2

Hi, Have a look at this example:

Normally I find useful to work inside the a Detail modal view of the Projects, having the tasks visible as a table, so that i can see the tasks and at the same time edit the Project notes below.

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3

Thanks, but I am not sure I understand what you are saying. I copied your doc over, went to DB_Tasks anc clicked Project Notes on one of the task. It opened, but was not editable, same as in my doc,.

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4

Hi, try to open one of the projects instead.

The workaround is that you need to work within the project detail view, instead of the task table

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5

Thanks. I use a GTD style flow, where you look at all your next actions (from all projects) in one place. I already can go to project, but I am trying to avoid that step to reduce friction.

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