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JordanMcNutt's avatar
JordanMcNutt
Copper Contributor
Jun 28, 2024

Microsoft List | Automatic Choice based on status of other columns

Hopefully I can explain this clearly.

 

I am tracking the status of payment for 'sponsors'. Here are my column headers:

Partners

AY25 Payment Status

AY25 Status

AY25 Level

AY25 Giving

Jen Confirms Commitment

CR Entered

AY25 Invoice Sent

CR Invoice

AY25 Funds Received

Proposal Added by DO

Proposal Funded DO

Invoice Responsibility

AY25 Invoice Link

 

I column "AY25 Status" to change colors or to choose a pre-populated choice automatically when data is added into the other columns. 

 

For example if:

Jen Confirms Commitment = COMPLETE

AY25 Invoice Sent = COMPLETE

but AY25 Funds Received is blank I want column AY25 Status to say "waiting on payment".



There are a handful of status choices I want to auto populate during the process. Is this possible?

 

Microsoft Lists
  • Rob_Elliott's avatar
    Rob_Elliott
    Bronze Contributor
    Jun 28, 2024

    JordanMcNutt yes this is quite straightforward providing column AY25 Status is a calculated column. If it isn't then you'd need to use a flow in Power Automate to set the value.

     

    Rob
    Los Gallardos
    Microsoft Power Automate Community Super User.
    Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)

    • JordanMcNutt's avatar
      JordanMcNutt
      Copper Contributor
      Jun 28, 2024

      Rob_Elliottthank you! I am a total newbie so trying to teach myself. Right now I have  AY25 Status set as a choice column.

       

      Could you provide instructions on how I make my list dreams come true!?

      • Rob_Elliott's avatar
        Rob_Elliott
        Bronze Contributor
        Jun 29, 2024

        JordanMcNutt create a new calculated column

         

         

         

        and add the formula:

         

        =IF(AND([Jen Confirms Commitment]="COMPLETE",[AY 25 Invoice Sent]="Complete",NOT(ISBLANK([AY Funds Received]))),"Complete","Waiting on payment")

         

         

         

         

         

        Rob
        Los Gallardos
        Microsoft Power Automate Community Super User.
        Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)

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