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Topics#Data ManagementFrage von Wolfgang Red
Wolfgang Red fragte in #Data Management
28. Feb. 2018, 07:53

formula help :)

I need a formula for an object,  may only be created if 'Phase' = Offer Potential. Conversely, none may be created if Phase = Lost.

 

Thx
3 Antworten
  1. Christine Marshall (Salesforce Ben)
    28. Feb. 2018, 08:34
    AND(

     

    ISNEW(),

     

    NOT(ISPICKVAL(Phase__c, "Offer Potential"))

     

    Replace my field names and picklist values with the actual names. Also, I'm assuming 'Phase' is a picklist? 

     

     
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