Using subsets as conditions in the formula of list properties

Hi ,

I need help on the subject . I would like to give a conditional formula for one of my list properties based on the list subset involved. Please let me know if this possible , if yes, how ? Also if not, please suggest alternatives.

Thanks in advance!

-Aishwarya

Accepted answers

kavinkumar

HI Aishwariya,

I have 2 suggesstions for this!! However you can't refer a subset directly in a formula but you can try the below.

Suggestion 1: Create one more property(boolean formatted) in that list and while updating that subset through import update this property as well so that you can refer this property in any formula.

Suggestion 2:

Step 1: Create a module with the subset and create a line item(boolean formatted) in it. Put "True" in the formula.

Step 2: Create a property(Boolean formatted) in that list and just do refer the above line item so that this property will be ture only for those subset. Hence you can refer this property for writing conditional formula. Refer below screen shots.

Subset Module

Using subsets as conditions in the formula of list properties.PNG

List:

Using subsets as conditions in the formula of list properties 1.PNG

Hope these solutions would confirm your request! 🙂

Let me know if you have any concerns.

Thanks

Kavin

All comments

kavinkumar

HI Aishwariya,

I have 2 suggesstions for this!! However you can't refer a subset directly in a formula but you can try the below.

Suggestion 2:

Step 1: Create a module with the subset and create a line item(boolean formatted) in it. Put "True" in the formula.

Subset Module

Using subsets as conditions in the formula of list properties.PNG

List:

Using subsets as conditions in the formula of list properties 1.PNG

Hope these solutions would confirm your request! 🙂

Let me know if you have any concerns.

Thanks

Kavin

rob_marshall

I would agree with everything Kavin said above except the last piece. There is no need to have an additional property in the list when you already have the same data (boolean) in the module defined by the subset. Your downstream formulas should just check if the member, in this case Products, are true in the module. This way, you are keeping your lists clean (no properties), as well as you are only defining the formula once (in the module) so the system doesn't have to replicate the formula multiple times.

Thanks,

Rob

kavinkumar

@rob_marshall Agree 🙂

Aishwarya

Hi @kavinkumar and @rob_marshall

Thanks a lot for your solutions. Meanwhile, our team arrived at a solution using NOT ISBLANK function. The screenshot of the same is attached herewith. Supplier 1 and Supplier 2 are subsets of the list called 'Supplier'. Request your inputs on the same.

Thanks and regards,

Aishwarya

Using_Subset_in_formulae_41046.jpg

kavinkumar

@Aishwarya yes this should work . But one small request, instead of NOT ISBLANK() tell the system ISNOTBLANK() so that it will be one request and performance wise it will be good. In NOT ISBLANK() you are giving 2 conditions (first system will check for ISblank and then Not) but you can bring it in this way. Otherwise your logic is good.

Thanks,

Kaivn.

Aishwarya

@kavinkumar Kavin , Thank you for enhancing our idea from model performance point of view!

Thanks,

Aishwarya

elaine.novel

how did you set the bolean in the subset property property please? it does not look manual. Thanks.

TimG

If the module is dimensioned by the full list, I would start with creating a line in the module with the format and an applies to of the subset. Add an item formula to the line. This will return the item reference for the list members that are in the subset. Then create a second line as the boolean line to check if it is true, in the subset, or false, not in the subset.

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