Show To Do List Items Based on Conditions

Kyle_Billingsle · 12-07-2020 08:44 AM

Hi All,

I have a data table that holds a To Do List. Each item in the to do list has a condition type for when the item should be shown (i.e. Item A is applied on every business day). I need to connect this To Do List data set to a calendar that I have in an interactive dashboard so whenever I click on a day it pulls up the correct To Do List items. For example, if I click on today (12/7/2020) the To Do List will include only the items that are “Every Business Day” items because today is Monday and a business day.

Once the correct To Do List items are shown, I want to be able to edit the list and check off the items that are needed for that specific day. This will all take place within an interactive dashboard.

Appreciate the help, thanks.

MultiTech

Hello @Kyle_Billingsley

There’s no real “easy” way to accomplish what you’re wanting here, though it is entirely possible to create this sort of functionality.

The main difficulty you’ll find is that there’s no simple way to show things like you’re wanting, and describing how to establish this functionality is a bit beyond a community post.

In short:

You’d need some sort of list on the table you’re selecting records for (in your interactive dashboard), that contains all the “pending items”
- Establishing that list would require some sort of advanced SELECT() formula
You’d need to then use a list-dereference and list math to remove the items that have already been created from this list of things left to do.

There’s a lot involved; hopefully this gets you started.