I would like to create a validation rule that throws a flag when a project manager assigns a resource to a task that meets this criteria - any resource is an email license and the $ActualEffortUpdatedFromTimesheets is turned on. For email licensees, they need to be able to update the status of a task using the Quick Update email feature, but other license types can enter time from their timesheets. This validation rule would throw a flag if a project manager assigns an email license to a task requiring actual effort updated from timesheet. Apolgies - it has been a while since I did programming mixing boolean variables with integers and such. I'm a little rusty.
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Brandon,
This is an excellent question. It is not easily done as you are trying to reference a user item type field from a work item type (Task). This typically not allowed in the system but I will look into it and see if there is a way to accomplish it.
Sincerely,
Boris
Brandon,
You need to have the validation on the Resource link and not on the task level.
The evaluation should $Resource.LicenseType=‘Email' And adding of course $WorkItem.ActualEffortUpdatedFromTimesheet=TRUE
Sincerely,
Boris
Boris - thanks for your assistance. I thought I was close, but I am still getting an error. See attached.
I've assumed first condition would result in a TRUE and the second would result in a TRUE. If they are not equal, it would throw the error. Guess I'm not quite thinking straight. Any suggestions?
Thanks,
Brandon
Brandon,
You have the wrong criteria. Note the following is what you have...
$Resource.LicenseType='Email' = $WrokItem.ActualEffortUpdateFromTimesheet=TRUE
Below is what it should be (change is bold and underlined)...
$Resource.LicenseType='Email' && $WrokItem.ActualEffortUpdateFromTimesheet=TRUE
I realized the same error after I sent you my previous note, but I am still getting an "Error: Formula is incomplete."
Are "Email" and "TRUE" the appropriate matches?
Thanks,
Brandon
Sorry - I found it. One of the single quotes in your original message got turned into a "smart quote" which the syntax didn't see.
Thanks for your help,
Brandon