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Formula text for preferred approver

  • November 13, 2019
  • 0 replies
  • 175 views
Hi All,

I have this condition

If purchase <= 2000 approver Diana
If purchase  > 2000 approver Rob

With this condition, I can create formula text "Approver" with this

If(
[Purchase Price] <= 2000, "Diana",
[Purchase Price] > 2000, "Rob")

The problem is I have different approver for one specific unit
There are 3 units: Communication, Trade, Economics

For Economic unit for purchase <= 2000 the approver is Melissa

This is my form structure

Unit name: multiple choice (Communication, Trade, Economics)
Requested by: text (name of the requester)
Purchase price: numeric
Approver: formula text

How can I achieve this condition?

Many thank







------------------------------
Syaeful Bahri
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Best answer by MarkShnierYou

no problem,
Quick Base evaluates the IF statement conditions in the sequence as listed, so just deal with the more specific situations first.

IF(
[Specific type] = "Communications" and [Purchase Price] <= 2000, "Curley",
[Specific type] = "Trade" and [Purchase Price] <= 2000, "Larry",
[Specific type] = "Economics" and [Purchase Price] <= 2000, "Moe",

[Specific type] = "Communications" and [Purchase Price] > 2000, "Wilma",
[Specific type] = "Trade" and [Purchase Price] > 2000, "Fred",
[Specific type] = "Economics" and [Purchase Price] > 2000, "Barney",

[Purchase Price] <= 2000, "Diana",
[Purchase Price] > 2000, "Rob")





------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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This topic has been closed for replies.

MarkShnierYou
Forum|alt.badge.img+22
  • MarkShnierYou
  • Quickbase Alumni
  • Answer
  • November 13, 2019
no problem,
Quick Base evaluates the IF statement conditions in the sequence as listed, so just deal with the more specific situations first.

IF(
[Specific type] = "Communications" and [Purchase Price] <= 2000, "Curley",
[Specific type] = "Trade" and [Purchase Price] <= 2000, "Larry",
[Specific type] = "Economics" and [Purchase Price] <= 2000, "Moe",

[Specific type] = "Communications" and [Purchase Price] > 2000, "Wilma",
[Specific type] = "Trade" and [Purchase Price] > 2000, "Fred",
[Specific type] = "Economics" and [Purchase Price] > 2000, "Barney",

[Purchase Price] <= 2000, "Diana",
[Purchase Price] > 2000, "Rob")





------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------
Mark Shnier. Your Quickbase Coach
    Forum|alt.badge.img+15
    • DonLarson
    • Quickbase Alumni
    • November 14, 2019
    Syaeful,

    I suggest you drive this with the Architecture of the application instead of hard coding it to specific people.  If you set up the application like this.


    You can now solve this with a shorter Formula User Field

    If ( [Purchase Price] > [Dollar Limit],  [Approver High], [Approver Low] )

    This does several things for you.
    You can now have as many Units as you want.  Just add Policy and the formula does not change.
    You can have different $$ for the change in Approver.  Policy can be $5K while Trade is $2K
    You can change the Approvers with out opening the formula

    More importantly now you can drive the business process and reports on the User.   When a Purchase record is created, the correct Approver can get Notifications, Dashboard updates and custom reports.


    ------------------------------
    Don Larson
    Paasporter
    Westlake OH
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