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Required if formula for a drop down that contains selections of 3 conditions - multiple lead grades and making dropdown have a blank default value instead of one of the selections

Dawn Mooney

Hello,

I have a formula to make a dropdown field required based on the selections from another dropdown field. There are dropdown choices as to which this field should be required. Here's what I have currently but it doesn't seem to be working:

and(
isInList(
$leadgrade_c,
createList(
"Duplicate",
"MRHFM Duplicate",
"SM Duplicate",)))

Note that I also need to be able to make the default selection show as blank and not one of the dropdown choices. Is this possible? 

Thanks,

Parents
  • 0 Sugar Employee Badge

    Hello  , 

    Thanks for the question.

    You’re very close — it just requires a small adjustment to the formula.

    To address your questions:

    1. Blank option by default

    To have a blank value selected by default, make sure your dropdown list includes an empty value and that this empty option is set as the default. For example:





    2. Conditionally required field

    To make the field required based on the value selected in another dropdown, you’ll need to enable the “Required If” option and use a formula similar to the one below.


    isInList($dropdown1_c,createList("Analyst","Competitor"))



    Using your formula as a reference, and assuming the field names and dropdown options are correct, it would look something like this:


    isInList($leadgrade_c,createList("Duplicate","MRHFM Duplicate","SM Duplicate"))


    Hope this helps — let me know if you need any clarification.


    Thanks 

    André 



Reply
  • 0 Sugar Employee Badge

    Hello  , 

    Thanks for the question.

    You’re very close — it just requires a small adjustment to the formula.

    To address your questions:

    1. Blank option by default

    To have a blank value selected by default, make sure your dropdown list includes an empty value and that this empty option is set as the default. For example:





    2. Conditionally required field

    To make the field required based on the value selected in another dropdown, you’ll need to enable the “Required If” option and use a formula similar to the one below.


    isInList($dropdown1_c,createList("Analyst","Competitor"))



    Using your formula as a reference, and assuming the field names and dropdown options are correct, it would look something like this:


    isInList($leadgrade_c,createList("Duplicate","MRHFM Duplicate","SM Duplicate"))


    Hope this helps — let me know if you need any clarification.


    Thanks 

    André 



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