I am using SharePoint 2013 and Nintex Workflows 2013. I have List A and List B. Both of them are in the same site. I want a Total field from List A to be displayed in the List B SharePoint form based on criteria. I also don't want the user to be able to save the form if an Amount field is greater than the Total field that was bought over from List A. I need this to happen on Create and Modify. How can I do this? Please give me code and screenshots if possible.
I hope this makes sense.
Thanks in advance!!!!
We could approach this via a calculated field and adding validation against the calculated field.
List 1 - MaxLimitValue (List A) which has details of the total value to validate against
Column 1 - Title
Column 2 - MaxTxnValue
List 2 (List B) where the validation needs to take place
Customise this list using Nintex form and add a calculate column.
1) Calculated field formulae - lookup('MaxLimitvalue','Title','1','MaxTxnValue')
Where MaxLimitValue - List name (List 1)
Title - Column title
1 - Value for which the max value needs to be returned
MaxTxnvalue - The value of the field which needs to be validated (Total Value in your case)
2) add a validation rule to the Amount field which needs to validate against the total field (which looks up value from List 1)
let me know if this is clear?
Okies as this question was on Nintex forum I assumed you were using Nintex forms...
What tools do you have access to? Do you have Infopath?
Or do you have visual studio and may be create some webPart which could be used to add rows into your List 2?
sorry wasn't around yesterday ..
I believe it could get a bit tricky if you don't have Visual studio as it would be quite useful in customising.
Another option (I am sure you would have already thought of) could be if you do a delay validation of this element via workflow and revert it back if the values are not correct?