How to set up valid'n rule to require a value, cond'l on the value of 2 other fields in the form?

[Bill Mills]

My form has 4 fields: Portfolio, BU, Sub-BU, Priority.  

• Portfolio and BU are both visible on the blank form
• Sub-BU and Priority are conditionally hidden
• I have a Rules for FD macro that says when BU = "123", show the Sub-BU field
  • Field name: BU
  • Condition: BU:123
  • Action to execute *: Show field
  • Actionable field name: Sub-BU
• I have a Rules for FD macro that says when Portfolio does not = "ABC" and BU = "123", show the Priority field
  
  • Field name: BU, Portfolio
  • Condition: BU:123 AND !Portfolio"ABC"
  • Action to execute *" Show field
  • Actionable field name: Priority

With this set up, I am able to successfully show the fields as desired.  What I'm having trouble with is the validation. 

• I have a Rules for FD macro that says if BU = "123" require a value in Sub-BU
  • Field name (or regular expression): Sub-BU
  • Condition: BU:123
  • Action to execute *: Validation rule
  • Validation rule: .+

I would like to add another validation rule that would also require a value for Priority, but only when BU is "123" and Portfolio isn't "ABC". 

• If Portfolio is "ABC" then Priority won't require a value even when the BU is "123"
• I tried a Rules for FD macro: 
  • Field name: Priority
  • Condition: !fldPortfolio:ABC AND fldBU:123
  • Action to execute: Validation rule
  • Validation rule: .+

This results in still requiring a value in Priority even when Portfolio is ABC. 

Is what I'm trying to do possible?  Am I just missing the logic?

Appreciate any suggestions, thanks! 

[Alex Medved _ConfiForms_ · Accepted solution]

Hi,

for your first Validation rule, set the condition to be

BU:123 AND Sub-BU:[empty]

Remove "Validation rule: .+", but set the "Message to show..." parameter

For the second "Validation Rule" also remove the "Validation rule: .+", and set the "Message to show..." parameter

Alex

[Bill Mills]

This helped; it's now working as desired.  Thanks for the help!