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Topics#Sales CloudFrage von Christopher Pustizzi
Christopher Pustizzi (Self) fragte in #Sales Cloud
27. Aug. 2021, 15:07

Activity Formula Help

New field -  "Exclude from Sales Reporting" - checkbox

 

  • If Type__ IS TO DO OR BLANK & IS Task = TRUE  & Task SubType IS NOT “Call” (check TRUE) 

 

  1.  Type (Type)
    1. IS BLANK OR "To Do"
  2.  Task Subtype 
    1. IS NOT "Call"
  3. Is Task (Tasks__c
  4.  
  5. #Sales Cloud)
    1. Marked as TRUE
7 Antworten
  1. Keiji Otsubo
    27. Aug. 2021, 21:30

    Hi

     

    Try this

     

    AND(
    OR(
    Type__c="TO DO",
    ISBLANK(Type__c)
    ),
    IsTask__c, 
    Subtype__c<>"Call"
    )
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