Help in flagging exceptions!

Question

hi all

i have a use case and i am not sure how to get through this.

so attached is the file showing expenses by employees

i want to check the data and see that expense type fuel and mileage should not be charged under one reportid

and

second test will be

rental and fuel should be charged under same reportid

Please note- if possible other columns should be present in the output as well.(i have removed few columns due to its non usage)

Expenses sheet.xlsx

abacon · Answer

In your use case provided, this is how I would do it.

Workflow.yxzp

abacon · Answer

@Kiara16 are you wanting the workflow to throw an error if this happens? You can use the test or message tool to run these formulas and throw errors in the workflow if they don't pass. I have found this very helpful in error handling within my workflows. I am working on building a demo now to post for you.

Kiara16 · Answer

I had used formula tool

FuelFlag: IF [Expense Type] = "Fuel" THEN 1 ELSE 0 ENDIF
RentalFlag: IF [Expense Type] = "Car Rental" THEN 1 ELSE 0 ENDIF

and then summarize tool

Summarize Tool:

* Group by report id

* Sum fuel flag

* Sum rental flag

and finally used formula tool

IF [Sum_FuelFlag] > 0 AND [Sum_RentalFlag] = 0 THEN "Exception"
ELSE "OK"
ENDIF

not sure if this will give correct output