Good afternoon,
Can someone help me to write a formula for a field I created in "Custom Activity Field" named "Converted"
Field "Converted" should be a Read-only field and here is the scenario
IF "Accounts ID" does not equal "Related to ID" then "Related ID" should get entered automatically into "Converted" field
Thanks in advance.
2 respuestas
Hi Manojkumar,
Do you want this field to be a formula field or do you have already have a field labelled Converted and automatically update this field, if its later, you will need a process builder or workflow to update this filed.If you want a formula field, then the formula will be as below
IF(
Account.Id = WhatId,
WhatId,
NULL)
As per the above if the Account Id is same as Related to Id, it displays the Related to Id else it does not display any value.
If you are using a worklfow , you will need to use a field update action to update the existing field and use the above formula
