'Required If' formula with 2 conditions - Multiple Statuses and Assigned User Attribute

Hi Sheldon Pereira ,

Welcome to SugarClub! The best practice for validating on one of many different values is to use the isInList function in conjunction with the createList function to define all potential values. There should be no need to do a ifElse with your formula since you only want the field required if both your conditions are satisfied. You just need to begin the formula with a function that natively returns true or false as a result (e.g. and). The formula should look something like this:

and(
    isInList(
        $status,
        createList(
            "Discussion",
            "Inspection",
            "Considering Offer",
            "Documents Requested"
        )
    ),
    equal(
        related(
            $assigned_user_link,
            "business_unit_c"
        ),
        "SYCF"
    )
)

Let me know how it works for you!

Chris

Hi Chris,

Thank you for the prompt response. Big Fan!

I did look at 'isinlist' but could figure out the exact formula.

I've given this a go. However, the field is not longer required under any status or business unit

Hi Sheldon Pereira ,

I tested in a stock instance of Sugar and the formula works as expected, so here is what I recommend checking:

1. Go to Admin > Studio > Leads > Fields > Lead Status. Edit the dropdown list and ensure the key value (i.e. the value in brackets) is exactly what you have in your formula. The value is case-sensitive. The formula should not be using the display value. 
2. Similarly for business_unit_c field in the Users module, check to make sure the value exactly matches (case-sensitive here too) whether that field is a dropdown or text field. 
3. Since your screen is showing a new lead user creation, ensure the assigned to user on the lead is a user with the SYCF business unit. 

If that doesn't help, please provide a screenshot of your current Lead Status dropdown list from Studio as well as the configuration (and if applicable, dropdown list) of the Business Unit field on the Users module.

Chris

Hi Chris Raffle 

So I identified my first classic rookie mistake. the status field is lead_status_c and not the stock status_c field.

Updated the formula. However, works for just the first status in the list 'Discussion' and not the others.

Ensured the values are exactly as is in the list for status and business unit. 

It's now working for 3 out of the 4 statuses mentioned.

Since we are setting this required for 20+ statuses and not required for only 2 > Would you recommend updating the formula where we rather say:

"Required if status is not NEW or UNABLE TO CONTACT and business unit Is SYCF"

Here are the dropdown lists,

Hi Chris Raffle 

So I identified my first classic rookie mistake. the status field is lead_status_c and not the stock status_c field.

Updated the formula. However, works for just the first status in the list 'Discussion' and not the others.

Ensured the values are exactly as is in the list for status and business unit. 

It's now working for 3 out of the 4 statuses mentioned.

Since we are setting this required for 20+ statuses and not required for only 2 > Would you recommend updating the formula where we rather say:

"Required if status is not NEW or UNABLE TO CONTACT and business unit Is SYCF"

Here are the dropdown lists,

Hi Sheldon Pereira ,

I'm glad you made some progress though it's odd the formula still isn't validating for one of the statuses. Your suggestion of simplifying the formula to exclude two statuses should work also. The formula should look like this:

and(
    not(
        isInList(
            $lead_status_c,
            createList(
                "New",
                "Unable to Contact"
            )
        )
    ),
    equal(
        related(
            $assigned_user_link,
            "business_unit_c"
        ),
        "SYCF"
    )
)

Chris

Eureka Chris Raffle , That works like a charm.

I cannot thank you enough for your kind help with this. Really appreciate it.

Can send this off to the customer for some testing now.

Thank you once again.

Regards,

Sheldon.