Thank you very much for your quick feedback!
Unfortunately I got stuck when I tried to implement it.
First of all, what “Format column as” option did you use for the AutoAssign column? (e.g. Select list; Text; Lookup from table)
I tried all of them, but neither gets the effect you described.
And how did you get that “chain link” symbol to the right of the column name?
For clarity, here is an overview of my section as it looks today:
When I format the column as “Lookup from Table”, and set the formula for Default value to your formula (" =Projects.Filter([Project name]=[Belongs to Project]).[Category list].First() "), then I just get the Task Names as selectable options in the dropdown list (but nothing is auto-assigned).
I just recently noticed that there is a difference between clicking the F icon in the top of the column, vs. using the formula options under the “Format column as” menu.
I don’t quite understand how this relationship works.
For example, if I format the column as Select List, then I am able to both add a Formula to the column, and at the same time add a formula for the “Selectable options” or “Default value” under the Select List menu:
I feel like I am missing something obvious here in how the Coda system works, but I’ve tried looking around the Help section but can’t quite get my head around it.
So I think the reason why I cannot reproduce your AutoAssign column is because I have misunderstood something related to the Format Column As or the Formula relationship.
As you said, I would prefer to have the “cleaner” solution with just one column, but for now I am happy to just try around different solutions to learn more about how to use Coda.
Regarding the last thing you wrote:
The second issue is that if you ever select a task by accident from the select list options, it overrides the auto assignment, and cannot easily be reverted.
I think this behavior would be preferable for me.
I would like to be able to select different Category options manually on a task-by-task basis.
So the behavior I am looking for is just to auto-assign a “recommended” category to a task that belongs to a project (if that project has a category).
But sometimes certain tasks within a project may correspond better to another category, so then I would like to manually change the category (even if it permanently overrides the recommended default value).
Again, thank you for your help!
If you have any further ideas on how to solve this issue, or know of any learning material that deals with this topic, I would really appreciate it!