Checking a Yes/No field for its value

[IanB]

I'm trying to set a value in a custom number field based on alternatives in
two other fields, and this is what I have tried so far:
IIf([Text18]="Business Activity",[Number10],[Number1]), where summary tasks
may or may not meet the test condition.
This works for tasks and milestones, apart from summary tasks where the
relevant value is not copied in - it's set to 0.

So how do I add in an additional test for summary tasks to set the value
explicitly?
Here's what I have tried so far ...
IIf( [Summary], truepart, falsepart )
IIf( [Summary]=True, truepart, falsepart )
IIf( [Summary]="Yes", truepart, falsepart )
IIf( [Summary]=-1, truepart, falsepart )

And compound conditions - do they work like Excel (eg AND(TestA,TestB,...))
or
or TestA AND TestB ?

Any advice welcome please!

 

[John]

I'm trying to set a value in a custom number field based on alternatives in
two other fields, and this is what I have tried so far:
IIf([Text18]="Business Activity",[Number10],[Number1]), where summary tasks
may or may not meet the test condition.
This works for tasks and milestones, apart from summary tasks where the
relevant value is not copied in - it's set to 0.

So how do I add in an additional test for summary tasks to set the value
explicitly?
Here's what I have tried so far ...
IIf( [Summary], truepart, falsepart )
IIf( [Summary]=True, truepart, falsepart )
IIf( [Summary]="Yes", truepart, falsepart )
IIf( [Summary]=-1, truepart, falsepart )

And compound conditions - do they work like Excel (eg AND(TestA,TestB,...))
or
or TestA AND TestB ?

Any advice welcome please!

IanB,
Applying a formula to summary tasks is very simple. In the customize
window where you elect to customize a spare field, toward the middle of
that window is an option to apply whatever formula you are creating to
summary and group tasks.

As far as compound conditions, yes you can nest and apply AND/OR logic
within a formula. Be careful though I've seen some users try to create
formulas that are so involved and complex they make your head spin. For
those cases I recommend the large complex formula be replaced with
multiple simple formulas in multiple fields and/or use VBA which is a
whole lot more versatile.

Hope this helps.

John
Project MVP

 

[IanB]

John,

Thanks - your comment led me to exactly what I needed !

Rgds,
Ian B

I'm trying to set a value in a custom number field based on alternatives in
two other fields, and this is what I have tried so far:
IIf([Text18]="Business Activity",[Number10],[Number1]), where summary tasks
may or may not meet the test condition.
This works for tasks and milestones, apart from summary tasks where the
relevant value is not copied in - it's set to 0.

So how do I add in an additional test for summary tasks to set the value
explicitly?
Here's what I have tried so far ...
IIf( [Summary], truepart, falsepart )
IIf( [Summary]=True, truepart, falsepart )
IIf( [Summary]="Yes", truepart, falsepart )
IIf( [Summary]=-1, truepart, falsepart )

And compound conditions - do they work like Excel (eg AND(TestA,TestB,...))
or
or TestA AND TestB ?

Any advice welcome please!

IanB,
Applying a formula to summary tasks is very simple. In the customize
window where you elect to customize a spare field, toward the middle of
that window is an option to apply whatever formula you are creating to
summary and group tasks.

As far as compound conditions, yes you can nest and apply AND/OR logic
within a formula. Be careful though I've seen some users try to create
formulas that are so involved and complex they make your head spin. For
those cases I recommend the large complex formula be replaced with
multiple simple formulas in multiple fields and/or use VBA which is a
whole lot more versatile.

Hope this helps.

John
Project MVP
.

 

[John]

John,

Thanks - your comment led me to exactly what I needed !

Rgds,
Ian B

Ian,
You're welcome and thanks for the feedback.

John

I'm trying to set a value in a custom number field based on alternatives
in
two other fields, and this is what I have tried so far:
IIf([Text18]="Business Activity",[Number10],[Number1]), where summary
tasks
may or may not meet the test condition.
This works for tasks and milestones, apart from summary tasks where the
relevant value is not copied in - it's set to 0.

So how do I add in an additional test for summary tasks to set the value
explicitly?
Here's what I have tried so far ...
IIf( [Summary], truepart, falsepart )
IIf( [Summary]=True, truepart, falsepart )
IIf( [Summary]="Yes", truepart, falsepart )
IIf( [Summary]=-1, truepart, falsepart )

And compound conditions - do they work like Excel (eg
AND(TestA,TestB,...))
or
or TestA AND TestB ?

Any advice welcome please!

IanB,
Applying a formula to summary tasks is very simple. In the customize
window where you elect to customize a spare field, toward the middle of
that window is an option to apply whatever formula you are creating to
summary and group tasks.

As far as compound conditions, yes you can nest and apply AND/OR logic
within a formula. Be careful though I've seen some users try to create
formulas that are so involved and complex they make your head spin. For
those cases I recommend the large complex formula be replaced with
multiple simple formulas in multiple fields and/or use VBA which is a
whole lot more versatile.

Hope this helps.

John
Project MVP
.