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Topics#Data ManagementPregunta de Sophie Ritzman
Sophie Ritzman (Cloudbase) ha preguntado en #Data Management
3 abr 2014, 17:18

how would I write a formula for a custom field to enter text from pick list if available, or enter text from lookup

How would I write a formula for a custom field to first look at a picklist field for an entry (only 5 possible) and if there is a value, then enter it as text.  Otherwise if there is no value, then look at another field, a lookup field and enter that value as text.

 

e.g.  if custom picklist_field__c has a value of 1, 2, 3, 4 or 5 ...enter that value

 

else, if lookup_field__c has value, then enter that value as text
4 respuestas
  1. James Garfield (Agendia, Inc.)
    3 abr 2014, 20:58
    Everything worked fine for me;

     

    Is the lookup field a picklist as well? The formula assumes that Picklist Field is a Picklist and that Look Up Field is a text field, if the lookup field that you are looking up is a picklist just try this:

     

    IF(NOT(ISBLANK(TEXT(Picklist_Field__c))),TEXT(Picklist_Field__c),TEXT(Lookup_Field__r.Name))

     

    Best of luck!
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