Simple IF OR Formula

Ashanth Suntharalingam

Hi,

I would like for the 'Invoice to Cust' Column to update to "No" WHEN 'Cost Recovery' is either "Blank to Invoice" OR "Operation to Invoice".

^Apart from this, if it is doable; I would like to add to this formula of WHEN 'Status' is "To be Invoiced" will update 'Invoice to Cust' to "PENDING"

However, if the last ask is too much, I would love the assistance with the initial ask

 

Thank you!

dwayne.waterman21236

Hi, try this.  =IF(ISBLANK([cost recovery]2), "No", IF([cost recovery]2 = "Operation to Invoice", "No", ""))

Ashanth Suntharalingam

This wont work because Cost Recovery is never blank. I have 6 other options in there and what is the significance of the "2" beside cost recovery?

dwayne.waterman21236

I misread the 'blank' in the original message.  the "2" is just the row i used when testing.  

Ashanth Suntharalingam

Oh I understand! My apologies for the confusion. Yeah, I am still experiencing difficulty with created that OR statement and I really do not know why.

dwayne.waterman21236

This takes care of the first part.  

=IF(OR([cost recovery]1 = "Blank to Invoice", [cost recovery]1 = "Operation to Invoice"), "No", "")

Mike Wilday

Here is one that should cover all of your bases

=IF(Status@row="06: To be Invoiced", "Pending", IF(OR([cost recovery]@row= "Blank to Invoice", [cost recovery]@row = "Operation to Invoice"),"No", ""))

It will first check for 06. TO be invoiced and put pending... or it would will put NO or it will be blank. 

Do you have other scenarios? If a user manually inputs anything else in that column it will overwrite the formula. So be careful. I'd lock the column so editors can't adjust it. 

Ashanth Suntharalingam

This works! Thank you Dwayne

Ashanth Suntharalingam

Yes Mike you are absolutely right. I need to lock the columns to prevent other users from doing any manual edits.

 

Thank you for the Heads up!

Mike Wilday

Absolutely! You're welcome. Did the formula I provided work for you? 

Ashanth Suntharalingam

Hi Mike,

It does work, however I am not able to lock the columns from manual updates from my team. So, I guess for now I will not be putting any automation on that part for now atleast.

Thank you for following up!

Mike Wilday

Have you considered automating every part of that field? We provided date fields for people to mark when a particular part was complete to do time tracking, and then automated the status based on which "steps" in the process had dates. The same thing could be done with checkboxes too. 

Just a thought.