getjuliajob
Nintex Newbie

Calculated field from a different SharePoint List

Hello,

I am using SP lists to maintain users PTO and a Master list to forecast utilization hours based on their goals as follows. What formulas can I use to get the Forecast hours in the Master list? I have bolded the columns that need the calculated values. Thanks much!

PTOList

Name

ID

Date

Hours

Jo

9457

04/22/2020

8

George

8734

04/10/2020

4

Jo

9457

04/30/2020

8

George

8734

05/13/2020

8

Jo

9457

05/22/2020

8

Jo

9457

11/24/2020

8

Jo

9457

11/25/2020

8

Jo

9457

12/15/2020

8

 

Master List

Name

ID

ProjectStartDate

ProjectEndDate

TotalProjectWeeks

GoalWeeklyHours

ForecastThisweek(hrs)

ForecastThisMonth(hrs)

ForecastThisYear(hrs)

Jo

9457

04-06-2020

12-15-2020

36.14

40

GoalWeeklyHours-8(Lookup from PTO List for this week)

(GoalWeeklyHours * 4) – 16(Lookup from PTO List for this Month)

(GoalWeeklyHours * TotalProjectWeeks)-48(Lookup from PTO List for this year)

George

8734

04-7-2020

07-15-2020

14.14

36

GoalWeeklyHours - 4

(GoalWeeklyHours *4) -12

(GoalWeeklyHours * TotalProjectWeeks) -12

 

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3 Replies
leighburke
Nintex Employee
Nintex Employee

Re: Calculated field from a different SharePoint List

@getjuliajob Are you trying to do this on a Form submission or using a Workflow? Usually for something like this I would have a Workflow that would query the PTO list and update the master list column for you.

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getjuliajob
Nintex Newbie

Re: Calculated field from a different SharePoint List

Hi @leighburke ,

Thank you! It's from a form submission. I am new to using Nintex, would you be able to point me to a sample Workflow ?

JR

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leighburke
Nintex Employee
Nintex Employee

Re: Calculated field from a different SharePoint List

@getjuliajob This example here(https://community.nintex.com/t5/Nintex-for-SharePoint/Query-List-add-values/m-p/97278) is similar, you would use the query list(https://help.nintex.com/en-US/nintex2016/current/#sp2016/Workflow/ActionsCore/QueryList.htm) to query your PTO list for the correct values. You would then do the loop in the same way to sum the PTO hours. You would also need to do another math operation after the loop to get your value for updating the list item. The last step would be an update item action(https://help.nintex.com/en-US/nintex2016/current/#sp2016/Workflow/ActionsCore/UpdateItem.htm).

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