Post

1 follower Follow
0
Avatar

Validation Rule for Email Users

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.

 

Brandon Stille Answered

Please sign in to leave a comment.

6 comments

0
Avatar

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

Boris Krutiy 0 votes
Comment actions Permalink
0
Avatar

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 Krutiy 0 votes
Comment actions Permalink
0
Avatar

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 Stille 0 votes
Comment actions Permalink
0
Avatar

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

Boris Krutiy 0 votes
Comment actions Permalink
0
Avatar

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

Brandon Stille 0 votes
Comment actions Permalink
0
Avatar

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

Brandon Stille 0 votes
Comment actions Permalink