Setting the Values of a Field Based on the Contents of Another Field

Learn how to efficiently set the values of a field in a SharePoint list form using specified criteria.


SCENARIO 1
 

You might want to set a field’s value based on the contents of another field. In this example, we want to multiply the values of two fields only if another field has a certain value.

There are these columns: Owner Text, Number Column, Number 2 and Number 3.
 


We want to do a calculation in [[NumberColumn]] such that [[Number2]]*[[Number3]] would only work when [[OwnerText]] is “Demo User2”. We set the validation condition, validation text, and initial value as shown below.
 



As per the expressions laid out, the [[Number2]]*[[Number3]] calculation only works for the list item that has Demo User2 under the Owner Text column. The form is not saved for the other two list items (4*8 and 2*8), and the validation text is displayed.

 


Validation expressions can be applied to many other situations to ensure that forms are only saved when the field inputs meet certain conditions.



SCENARIO 2

This is a solution for automatically updating a field value in Lightning Forms based on the selection made in another field. This is useful when a user selects a specific value in one field (e.g., ChoiceColumn), and you want to update another field (e.g., Priority) automatically.

 1. Click the "{}" icon next to the "Calculated" property to open the Expression Builder

2. Enter the following expression in the Function tab of the expression builder field:


if ([[ChoiceColumn]].includes("Choice 1")) {
return "High";
}
return "";
 

 

3. This expression checks if the value **'Choice 1'** is selected in the **ChoiceColumn** field, and if so, it sets the **Priority** field to 'High'. If **'Choice 1'** is not selected, the field remains empty.

Explanation of the Code

This code works as follows:

- `[[ChoiceColumn]]`: Represents the values selected in the ChoiceColumn field.

- `.includes('Choice 1')`: Checks if ‘Choice 1’ is one of the selected values.

- `return 'High';`: Sets the Priority field to ‘High’ if ‘Choice 1’ is selected.

- `return '';`: Returns an empty value if ‘Choice 1’ is not selected.


This solution assumes that the ChoiceColumn field allows for multiple selections. If the field only allows for a single selection, the expression can be simplified to check for the selected value directly.

 

 

 

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