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Waiting on

  • 1.  Waiting on

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    Contributor
    Posted 02-20-2018 18:21
    I have the following dependent checkboxes.  If the cost is at a certain break point then the checkboxes will be checked.  If the cost is over 5000 then the VP of quality, VP of finance, and one other VP must sign off. Therefore the "Additional Approvals Required" will be checked and they will pick which VP will sign off (VP of Sales, VP of engr, or VP of Ops)
    If three signoffs are complete then the record can be closed.  
    If the cost is over 25000 then the division manager must sign off.  

    I want to create a field that shows what we are waiting on.  



  • 2.  RE: Waiting on

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    Contributor
    Posted 02-20-2018 19:36
    Hi Sarah,

    How do you indicate when that approval is received? Is there another checkbox field those VPs check when they give their approval?


  • 3.  RE: Waiting on

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    Contributor
    Posted 02-20-2018 19:53
    Their approval will be the a pull down with Approved or Disapproved. 


  • 4.  RE: Waiting on

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    Contributor
    Posted 02-20-2018 20:02
    Hi Sarah,

    In that case you could make use of a formula text field and an If formula to check for what is checked and what is missing. For example:

    If([VP Of Quality Review Required]=True AND [VP of Quality Approval]="", "VP of Quality Review Required", "") & " " &
    [VP Of Finance Review Required]=True AND [VP of Finance Approval]="", "VP of Finance Review Required", "")

    This would check to confirm that the VP's approval is required and if that status field is blank (hasn't been denied or approved) then if it is is it would display the text message "VP of Quality Review Required". You would just need to add a line to the formula for each comparison and result. Connecting each one with & " " &. So in my Example if you required the VP of Quality and the VP of Finance and neither had responded that field would display:

    VP of Quality Review Required VP of Finance Review Required

    You could add more lines to fit the number of options available and adjust the style or message to fit your needs but this is the rough formula build for that sort of use case. 


  • 5.  RE: Waiting on

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    Contributor
    Posted 02-20-2018 21:18
    The problem with this is there are many people that will be opening this to look at it.  Will this require them to approve before they close it?  I want to have a quick way to look at what are we waiting on.


  • 6.  RE: Waiting on

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    Contributor
    Posted 02-20-2018 21:27
    Hi Sarah,

    This formula doesn't restrict the ability to save a record, it just shows that message in the new formula text field until the corresponding status field gets a status. So you can see on a report or record form at a glance which of the corresponding checkboxes and status fields are still outstanding. 


  • 7.  RE: Waiting on

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    Contributor
    Posted 02-21-2018 13:04
    It doesn't like this formula.  

    If([VP of Quality Review Required]=true and [VP of Quality]="", "VP of Quality Review Required", "") & " " &
    ([VP of Finance Review Required]=true and [VP of Finance]="", "VP of Finance Review Required", "")


  • 8.  RE: Waiting on

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    Contributor
    Posted 02-21-2018 13:12
    Hi Sarah,


    It most likely needs to be adjusted for your field names and types. When you at it doesn't like it what do you mean? You get an error message? You get no error but also get no results? Almost all formulas need slight adjustments to match the field types and syntaxes necessary. This was just a rough example of the structure and formatting. Is the VP of Quality fields for example a multiple choice text field?


  • 9.  RE: Waiting on

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    Contributor
    Posted 02-21-2018 13:19
    VP of Quality Review required is a checkbox
    VP of Quality is an approval Multiple Choice with "Approved" and "Disapproved" option.  


    The error message is :"closing parenthesis missing


  • 10.  RE: Waiting on

    Posted 02-21-2018 13:54
    try this

    List("\n",

    If([VP of Quality Review Required]=true and [VP of Quality]<>"Approved", "VP of Quality Review Required"),

    IF([VP of Finance Review Required]=true and [VP of Finance]<>"Approved", "VP of Finance Review Required"))


  • 11.  RE: Waiting on

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    Contributor
    Posted 02-21-2018 14:18
    Thanks Mark!

    I believe Mark's version should be a bit closer to what you need. When I gave it a quick glance it looks like an If was missing but using a List function should also give you a more consistent return.


  • 12.  RE: Waiting on

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    Contributor
    Posted 02-21-2018 15:08
    Works Great!  Thanks


  • 13.  RE: Waiting on

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    Contributor
    Posted 02-21-2018 15:51
    Excellent, I'm glad to hear it and thanks again Mark.