Data validation in 2 steps based on the role

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Posted on by Glueck

112

Hello.

I am developing custom forms of Sharepoint list and would like to set data validation for 2 steps based on role.

Form

Status

Role

Data Validation for required

Formula of data validation

NewForm

1.Draft

The field which HR should input

Required: true in NewForm

Edit Form

2.In progress by Manager

Manager

The field which Managers should input

If the status is “2.In progress by Manager”,

Required in Edit Form:

If(DataCardValueXXX.Text=

"2.In progress by Manager",true,false)

When HR clicks the submit button, the validation which was required for Manager will be triggered and we can't proceed.

How I can separate two validation check for 2 steps?

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Building Power Apps

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v-qiaqi@microsoft.com on at

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Hi @Glueck,

Do you want to make the field required based on the user role and form mode?

Could you please tell me that:

1). how you define the status from a ner form, is there is a dropdown control to select status? I found that the two conditions seems to be so similar, you should tell me that how you capture the status respectively in new form and edit form

2). how you define the user role of the user who submits the form, the user who fills the form will select the Role?

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Glueck 112 on at

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Hi @v-qiaqi-msft

Thank you very much for your comment🙂

1). how you define the status from a ner form, is there is a dropdown control to select status? I found that the two conditions seems to be so similar, you should tell me that how you capture the status respectively in new form and edit form
For the definition of the status, “Draft” is set as Default in SharepontList.
When HR submit the new form, the status will be changed to “1.In progress by Manager” which formula is OnSelect:Set(varStatus,"1.In progress by Manager");SubmitForm(NewForm1);

2). how you define the user role of the user who submits the form, the user who fills the form will select the Role?

1.One member from HR ,who is granted as Admin role from the beginning, will edit a new form as Draft.
2.HR will select a Manager from "Hiring manager name" and submit this new form to the selected Manager.
3.Then the manager will open and edit the same form as Edit Form.

I would like to set so that one Validation for NewForm can work only for HR member and another Validation for EditForm can work only for Manager.

But when HR clicks the submit button, the validation which is set for Manager, works incorrectly and HR can't submit.

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Glueck 112 on at

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@v-qiaqi-msft

Seems setting two validation for 2 form based on role is ineffective.

According to this sitePowerApps Validation Examples On/before Submitting | Power Apps (devoworx.net).
I found validating the data when the user leaves the current field and moves to the next one could be effective.

I decided to stop to use "Required" filed and will validate when the user leaves the current field, not on submit.

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