I have a dropdown (Enum) for Billing Status Column and the options shown are Make Bill, Bill E-mailed and Completed.
I also have a dropdown (Enum) for Accounting Status Column and the option is Not Done & Done.
So if we select Billing Status as Completed then the Accounting Status should have the value Done, only in that case it should allow the Billing Status to be selected as Completed otherwise it should show an error saying โAccounting Status is Not Done. Please enter that first then select the Billing Status as Completed.โ
Please let me know how to do this.
Thank You!!
Solved! Go to Solution.
I put the following formula in Valid If of Billing Status and it WORKED!!:
IF ( AND ( [BS] = BS35, ISBLANK ([SaleBill]) ), False, True )
Also following in Invalid Value Error:
โBill Entry not made in Accounts, once done you can set the Billing Status as Completed.โ
This was possible ONLY BECAUSE OF YOU!!
You had mentioned the True False in your formula and that clicked me to try this and it worked!!
You are a Rockstar Genius!! God Bless!!
Hello @Total_Solutions, you can do that using the โvalid ifโ and โinvalid value errorโ parameters in your โBilling Statusโ column, the logic should be fairly simple, so iโll add a few articles so you can read more about it.
Thanx for the quick response
To select the Billing Status as Completed, the Accounting Status should have the value Done. I am not able to figure out how to write the IF expression in the Valid If.
Can you please help?
Inside โValid ifโ an example I mention as follows-
IF (COUNT(Company_Info[Company Name])>0,TRUE,FALSE)
You can nest it as well.
I need to write the formula in Billing Status Valid If:
IF ( AND ( [BillingStatus] = โCompletedโ, [SaleBill] = โDoneโ ), Then Completed Selection is Allowed, Otherwise Not Allowed )
How to write the above expression?
Please let me know. Thanx
โThen Completed Selection is Allowed, Otherwise Not Allowedโ- What is this? Is it a view or action? What is the meaning of this? Where you intend to use it?
Thanks.
I have a dropdown (Enum) for Billing Status Column and the options shown are Make Bill, Bill E-mailed and Completed.
I also have a dropdown (Enum) for Accounting Status Column and the option is Not Done & Done.
So if we select Billing Status as Completed then the Accounting Status should have the value Done, only in that case it should allow the Billing Status to be selected as Completed otherwise it should show an error saying โAccounting Status is Not Done. Please enter that first then select the Billing Status as Completed.โ
Hope you got what I am trying to implement.
Thanx.
Oh, Sorry. I missed the top parts.
Checking, Whether I can Helpโฆ
If you Click on Make Bill/Bill E-mailed it will show โNot Doneโ but โDoneโ will be shown when clicked on โCompletedโ.
Is it OK?
So kind of you to have taken the effort to make a test view!
Account Status needs to be Manual Selection Not Automatic. There is some reason why I want it that way.
Please let me knowโฆ Thanx.
IS IT THIS?
Yes!!
Hereโs the simplest approach:
The Valid if expression for the Billing Status
column:
IF(
("Done" <> [Accounting Status]),
LIST("Make Bill", "Bill E-mailed", "Completed"),
LIST("Completed")
)
The Valid if expression for the Accounting Status
column:
IF(
("Completed" <> [Billing Status]),
LIST("Not Done", "Done"),
LIST("Done")
)
Steve, I think he doesnโt want auto selection. It seems to me he want validation after manual selection. So far I could understand.
Yes that is exactly what I want. Validation after Manual Selection.
Please let me know
Good. I will post here today after my lunch. Thanks.
Valid If of Account Status Field:
IF(OR(AND(TEXT([Billing Status])=โCompletedโ,TEXT([_THIS])=โNot Doneโ),
(AND(TEXT([Billing Status])=โMake Billโ,TEXT([_THIS])=โDoneโ)),
(AND(TEXT([Billing Status])=โBill E-Mailedโ,TEXT([_THIS])=โDoneโ))
)
,False,True)
Invalid Value Error of the Account Status Field:
IF(AND(TEXT([Billing Status])=โCompletedโ,TEXT([_THIS])=โNot Doneโ),โDone Should be Selectedโ,
IF(OR((AND(TEXT([Billing Status])=โMake Billโ,TEXT([_THIS])=โDoneโ)),
(AND(TEXT([Billing Status])=โBill E-Mailedโ,TEXT([_THIS])=โDoneโ))),โAccounting Status is Not Doneโ,"")
)
Great! Your logic works!!
But there is some more to this:
Accounting Status which I have named as SaleBill has only 1 entry in the Dropdown which is Done, So incase Done is not selected means its blank means its Not Done.
When we select Completed in Billing Status it should check the above.
I have written the following formula with the help of your formula but there is something I am missing and canโt figure out.
Also my Billing Status is a Ref column and So: BS01 = Make Bill, BS05 = Bill E-mailed & BS35 = Completed
Accounting Status Column name is: SaleBill
IF ( OR ( AND ( [BS] = BS35, ISBLANK ([SaleBill]) ),
( AND ( [BS] = BS01, [_THIS] = ISNOTBLANK ([SaleBill]) ) ),
( AND ( [BS] = BS05, [_THIS] = ISNOTBLANK ([SaleBill]) ) )
)
, False, True)
Invalid Value Error of the Account Status Field:
IF ( AND ( [BS] = BS35, [_THIS] = ISBLANK ([SaleBill]) ), โDone Should be Selectedโ,
IF ( OR ( ( AND ( [BS] = BS01, [_THIS] = ISNOTBLANK ([SaleBill]) ) ),
( AND ( [BS] = BS05, [_THIS] = ISNOTBLANK ([SaleBill]) ) ) ), โAccounting Status is Not Doneโ,"" )
)
OK, At first I would like to know whether all the time user need to click both of the fields? If that so, no need to validate the BLANK. In the table select Require. Then no need to validate ISBLANK. But if you sometimes need to keep it unselected then it is necessary. But I think both of the button need to be selected/chosen all the time, isnโt it?
Please let me know. Then I will check your code.
User will only Select the Billing Status as Accounting Status is updated by the Accountant So if its bank means its Not Done and If its Selected means the Accounting is Done.
On that case my suggestion, Account Status should be automated. That means no need to select or deselect the Account Status. To me it is unnecessary as โCompletedโ means Account Status is โDoneโ and for the other two Billing Status, it is โNot Doneโ. Actually I can not feel any necessaity of this selection. It (Account Status) can be ready Only. However, I dont know whether you have any other purpose of the Selection of โAccount Statusโ.
I dont know whether I could clear myself.
Logically you are correct but I need a manual selection on Accounting Status as that will be done by the Accountant and Billing Status is updated by the Sales person.
Ok, No Problem. I honour your wish. Tomorrow, I will check it.
Thanks.
You are a Gem of a Person!!
I put the following formula in Valid If of Billing Status and it WORKED!!:
IF ( AND ( [BS] = BS35, ISBLANK ([SaleBill]) ), False, True )
Also following in Invalid Value Error:
โBill Entry not made in Accounts, once done you can set the Billing Status as Completed.โ
This was possible ONLY BECAUSE OF YOU!!
You had mentioned the True False in your formula and that clicked me to try this and it worked!!
You are a Rockstar Genius!! God Bless!!
You are so Kind. Wish you all the best.
Thank You Sooooo Muchโฆ
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