I need help with a rule (or any other approach) that will select a default decision value depending on the value selected on a different choice control.
The scenario is, when an initiator fills the form for overtime, they have an option of either selecting Payment or Time-Off as preferred compensation. The task to capture this is created for an HR Officer, who in turn has 2 decision options, Payment Processed or Time-Off captured. Now depending on what the initiator selected, I want a rule that will either disable the other decision choice or that will select the appropriate decision by default. I want this so that human error is minimal. I don't want an HR Officer selecting a decision that doesn't match the initiators choice.
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do yo need to do it within the same form?
or is selection of Payment/Time-off on a entry form and selection of Payment Processed/Time-off captured on a task form?
is Payment Processed/Time-off captured selection an item column or are they approval outcomes defined in flexi task?
Q: Is selection of Payment/Time-off on a entry form and selection of Payment Processed/Time-off captured on a task form?
A: Yes, Selection of Payment/Time-Off is on the entry form, while Payment Processed and Time-Off Captured are on the task form.
Q: Is Payment Processed/Time-off captured selection an item column or are they approval outcomes defined in flexi task?
A: They are outcomes defined on the flexi task
first I would suggest maybe an easier way how to deal with your task. since there is always 1:1 relation between original decision and approval task, the only thing what you moreless need is kind of confirmation that HR officer did process the task.
what I would do is that I would assign him a task with single possible outcome 'Task Confirmed'.
based on original request it is always clear that it means either Payment Processed or Time-Off captured.
that way you do not need to bother with complicated logic how to ensure consistent answers.
something like this might work for you
note you will have to determine first what are outcome values in your environment (12 in my case).
have a look here how to do thatUsing validation rules to ensure a comments box is not left empty