Hi Alexander:
Probably something simple but for some reason I’m stuck.
List Fields
– Requested By (People Picker)
– Status (Choice)
What I need:
1. Set Status to “Pending Review“ when:
– Requested By = {currentUser}
– Status = “Action Required” on load
2. Send Email to “Requested By” when:
– Requested By <> {currentUser}
– Status is changed to “Action Required”
Current Rules:
Set Status to “Pending Review“
1. Requestor Is Current User
– Trigger: Requested By = {currentUser}
– Validate: Form Load
2. Current Status Equals Action Required
– Trigger: Status = “Action Required”
– Validate: Form Load
3. Update Status to Pending Review
– Trigger: When this form is saved
– Validate: Form load and field change
– Linked Rules: Rule 1 and 2 above
– Set field value: Status “Pending Review“
Send Email to “Requested By”
4. Requestor Is Not Current User
– Trigger: Requested By <> {currentUser}
– Validate: Form Load
5. Status Changed to Action Required
– Trigger: Status = “Action Required”
– Validate: Field Change
6. Email Requestor Action Required
– Trigger: When this form is saved
– Validate: Form load and field change
– Linked Rules: Rule 5 and 6 above
– Send or Stop Email: Email_Action_Req
Rules 1, 2 and 3 gives the expected result. But I f I enable 4, 5 and 6. The Status changes to “Pending Review“ when I save the form even when rules 1 and 2 are false.
Let me know if screenshots would help. I did try to debug. All the rules validate as intended… i believe… until I hit save.
Help please!
Thank
John