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Planview Customer Success Center

Conditional formula for a configurable field based on request status is not working v2012

Symptoms

A configurable field (UDF) needs to be mandatory when the request status is not New.
In order to implement this, a formula has been created using the expression "Status Not equal to New". This method is not working when the request is being created but not yet saved.


Reason

This behavior is due to the following caveat documented for CP 2012 release:

"Due to the nature of how request workflow determines the request status, conditional formulas or properties on configurable fields will not be evaluated using the request status determined by workflow for the creation of a request. When a request is created the status will be evaluated as "null" until the request has been saved. The only time a request status will affect a conditional formula or property is when the end user changes the status using the status drop-down list."


 

Resolution

Create an “Equal to” condition for each status except New, and join them using OR.
E.g.
(Status Equal to InProgress) OR (Status Equal to Assigned) OR ...