Jun 26 2023 12:46 AM - edited Jun 26 2023 01:08 AM
Hi team,
I am not sure if this has been posted before or not. I had a look at the other posts but couldn't find the solution.
I am trying to create a simple Change management tracking in Sharepoint where user can submit change request for reviewal. What I am trying to setup is when the Change category (drop down field) selected to Medium, it should make "Technical review by" (user field) mandatory.
Similar I will setup for the Major change as well.
Currently I have this field available but did not make it mandatory as there is other options like "Minor" and Standard which does not require technical review.
Further in the details, I have created a flow which send an email to the person selected in Technical review which seem to be working fine.
I will appreciate if someone can assist how I can achieve this task. Thanks
Jun 26 2023 03:10 AM
=IF(Category="Medium",IF([Technical Review By]<>"",TRUE,FALSE),TRUE)
Kindly mark as answer after reviewing the answer.
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Thanks,
Prem
Jun 26 2023 09:15 PM - edited Jun 26 2023 09:24 PM
Hi @tdprem ,
Thank you for your response. I just tested your solution and I am getting below error:
"Sorry, something went wrong
One or more column references are not allowed, because the columns are defined as a data type that is not supported in formulas."
Is that because your Technical Review By is a text field and mine is Person?
Jun 26 2023 10:45 PM
Jun 26 2023 11:21 PM
Jun 27 2023 01:40 AM
@Riz_K375 Person or group columns are not supported in list validation formulas.
Also, currently there is no other SharePoint out of the box way for your requirements. So, you will have to customize the list form using Power Apps to achieve your requirements.
Check below documentations/links for more information:
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Jul 06 2023 07:42 PM - edited Jul 06 2023 10:50 PM
Thank you Ganesh and apologies for the long delay.
Ok so we know that we cannot use Person field for validation. I am thinking for using the text field instead which can fill Person.
Is it possible if a user name filled in text box can fill the Person field. It is just to make sure user name is filled correctly so the flow can trigger for approval?
In another scenario if Person field is filled it can fill the text field?
Jul 07 2023 03:06 AM
@Riz_K375 You can fill email address in list instead of user name.
Then when flow runs on the list after item creation, you can use Office 365 users connector to get all the details of user based on email address in the list.
Then you can use those details to send emails / approvals and fill person field in the list.
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Apr 26 2024 04:12 AM
@tdprem why the formula is having error
=IF(Budget Shift Needed="Yes",IF([Budget Shift EURO]<>"",TRUE,FALSE),TRUE)
Apr 29 2024 12:52 AM
You have to wrap the column names in square brackets if there is space in the column display name, like [My Column Name]. Try using formula like:
=IF([Budget Shift Needed]="Yes",IF(ISBLANK([Budget Shift EURO]),FALSE,TRUE),TRUE)
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May 02 2024 05:03 AM - edited May 02 2024 05:06 AM
@ganeshsanap I tried above formula it does not work , The a Euro Value should not be required since I selected no
May 02 2024 06:48 AM
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May 03 2024 03:47 AM
@ganeshsanap Got it, what if I want to make additional conditional that if Budget Shift Needed is "YES" also the FTE and Build up location should be mandatory.
Also, The if Budget Shift Needed is "NO" the Euro Value, FTE requirement, Build up location should not be visible or grayed out is that possible?
Can you please recheck formula as I'm having error cannot save it
=IF([Budget Shift Needed]="Yes",IF(ISBLANK([Euro Value]),IF(ISBLANK[Build up location]),IF(ISBLANK[FTE Equivalent]),FALSE,TRUE),TRUE)
May 03 2024 07:11 AM
@Melow28 Use formula like:
=IF([Budget Shift Needed]="Yes",IF(OR(ISBLANK([Euro Value]),ISBLANK([Build up location]),ISBLANK([FTE Equivalent])),FALSE,TRUE),TRUE)
For conditionally hiding fields from list form, check this documentation: Show or hide columns in a SharePoint list or library form
Note: Showing/hiding conditional formulas works with internal name of SharePoint list columns and not display name.
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May 03 2024 07:27 AM
@ganeshsanap it works thanks for the formula . This is the other one I mentioned if Budget Shift needed selected as "No" then Euro Value, FTE and Build up location is hidden. Would you know how to enter correct formula?
May 05 2024 10:38 PM
@Melow28 You have to use formula like:
=if([$BudgetShiftNeeded] == 'Yes', 'true', 'false')
Where [$BudgetShiftNeeded] is an internal name of your column in SharePoint list in this format: [$InternalNameOfColumn]. You can get the internal name of your SharePoint list columns by following this article: How to find the Internal name of columns in SharePoint Online?
Note: if/true/false should be in small letters and use single quote around true/false as given in above formula.
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