Mail Log

[Rscottq]

Hello, We keep a mail log here at my job, one column has "Correspondence Type", another column has "final outcome" which could be numerous entries. It's been decided that we want to limit entries on one particular type of correspondence.

I can't seem to figure out what to use. IF, IF OR, etc.

Let's just say the "trigger" in "Correspondence Type" is "APPLICATION", we want the only two choices available in "Final Outcome" to be "Uploaded" or "Returned".

Any help you can provide would be appreciated.

Scott

 

[Rscottq]

Bump?

 

[Joe4]

How exactly do you want to limit it?
Are these values listed in a Data Validation drop-down, and you want to limit the options in that drop-down?
Are you open to a solution which involves VBA?

I think it would be very beneficial for us to see a sample of your data (especially so we can see exactly where all these values reside on the sheet).

MrExcel has a tool called “XL2BB” that lets you post samples of your data that will allow us to copy/paste it to our Excel spreadsheets, so we can work with the same copy of data that you are. Instructions on using this tool can be found here: XL2BB Add-in

Note that there is also a "Test Here” forum on this board. This is a place where you can test using this tool (or any other posting techniques that you want to test) before trying to use those tools in your actual posts.

 

[Rscottq]

Thanks. I cannot install the Add-In due to our limits here at work. I'll try this later if I can remember from home. For now, I've posted a pic of a sample. Under "Correspondence Type" is a data validation dropdown. Under "final disposition" is NOT a dropdown, but this is where we want to limit the possibility of two responses JUST FOR "Pardon Application". We want those possible responses to be either "Uploaded to PAC" or "Returned".

 

[Joe4]

Take a look here: Creating a Dependent Drop Down List in Excel [Step-by-Step Tutorial]

 

[Rscottq]

Take a look here: Creating a Dependent Drop Down List in Excel [Step-by-Step Tutorial]

Thanks. That may be over complicated (or not) for my simple thing. I'll upload that other stuff later using the add-in.

 

[Joe4]

Just be clear about one thing - what you are trying to do is NOT a simple thing.
Data Validation boxes/choices are not really meant to be "dynamic".
So to make them dynamic is NOT a simple process.

Here is another link that shows some ways of doing it that do not appear to involve VBA.

Easy Steps Excel Dependent Drop Down List Data Validation

Easy steps for Excel dependent drop down list. Conditional data validation based on other cell, Region/City. Videos, written steps, get free Excel file

www.contextures.com

Regardless of whether or not you are able to upload a data sample is not going to change how you would need to do this.

 

[Rscottq]

Just be clear about one thing - what you are trying to do is NOT a simple thing.
Data Validation boxes/choices are not really meant to be "dynamic".
So to make them dynamic is NOT a simple process.

Here is another link that shows some ways of doing it that do not appear to involve VBA.

Easy Steps Excel Dependent Drop Down List Data Validation

Easy steps for Excel dependent drop down list. Conditional data validation based on other cell, Region/City. Videos, written steps, get free Excel file

www.contextures.com

Regardless of whether or not you are able to upload a data sample is not going to change how you would need to do this.

Thanks for the warning and info!

 

[Rscottq]

Just be clear about one thing - what you are trying to do is NOT a simple thing.
Data Validation boxes/choices are not really meant to be "dynamic".
So to make them dynamic is NOT a simple process.

Here is another link that shows some ways of doing it that do not appear to involve VBA.

Easy Steps Excel Dependent Drop Down List Data Validation

Easy steps for Excel dependent drop down list. Conditional data validation based on other cell, Region/City. Videos, written steps, get free Excel file

www.contextures.com

Regardless of whether or not you are able to upload a data sample is not going to change how you would need to do this.

Hey thanks for both sets of info. This is a simmer on the side burner kind of project and we got away from it for a few days. One thing that I see may be a struggle is the one word name for the Primary list. Gonna have to get the greater powers here to bend on an age-old term that is NOT one word. Joy!