Jun 28 2024 09:58 AM
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?
Jun 28 2024 10:14 AM
@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)
Jun 28 2024 11:22 AM
@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!?
Jun 29 2024 03:47 AM
@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)
Jul 09 2024 07:01 AM