Microsoft List | Automatic Choice based on status of other columns

Copper Contributor

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?

 

4 Replies

@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)

@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!?

@JordanMcNutt create a new calculated column

 

2-CreateColumn.png

 

3-CallculatedColumn.png

 

and add the formula:

 

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

 

 

1-Formula.png

 

0-SP.png

 

 

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

THIS IS AMAZING! Thank you for your help! I have tried to populate this equation but I am not having luck getting it to work. It may be because of some updates I have made to my list. Is there a way I can share my list with you to help me get the formulate right?