Formula for picklist value

Question

Hi I am trying to do a cross object formula but obviously wont work for a picklist value. The picklist field I am trying to do is Surcharge_Option__C on Quote_for_SA object. Can some one help?

Jeff May · Accepted Answer

Cross object formulas work for picklist fields.

If you want the value of the parent field on the child record use the TEXT function in your formula:

TEXT(theParent.thepicklist__c)

If you want to reference the parent value to make a decision, use the ISPICKVAL function

ISPICKVAL(theParent.thepicklist__c, 'A')

Chris Duncombe · Answer

Need a little more info.  What are you trying to do (in words) and we can try to see if we can help.  You say its cross-object, but you only make refeence to a single object.

Formula for picklist value

Data Management

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