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Erin Ryan (FactSet) a posé une question dans #Collaboration
I'm unable to shorten the referenced formula field because they are Trim text fields used in the highlight panel. Is there a way to minimize the below formula? "Compiled formula is too big to execute (6,033 characters)". Thanks

 

IF(AND(Account_on_Sanctions_List__c, NOT(Account_on_Sanctions_List_Override__c)), "Sanctioned: " &

 

IF(AND(NOT(ISPICKVAL(Core_Status__c,"Client")),NOT(ISPICKVAL(Core_Status__c,"Trial")),NOT(ISPICKVAL(Web_Status__c,"Client")),

 

NOT(ISPICKVAL(Web_Status__c,"Trial")),NOT(ISPICKVAL(Portware_Status__c,"Client")),NOT(ISPICKVAL(Portware_Status__c,"Trial"))),

 

"Do Not Prospect",CASE(MAX(CASE(Core_Status__c, "Client", 2, "Trial", 1, 0),

 

CASE(Web_Status__c, "Client", 2, "Trial", 1, 0),

 

CASE(Portware_Status__c, "Client", 2, "Trial", 1, 0)),

 

2, "Client",

 

1, "Trial",

 

"")),CASE(MAX(CASE(Core_Status__c, "Client", 7, "Trial", 6, "Prospect - Former Client", 5, "Prospect - Former Trial", 4, "Prospect - New", 3, "Pending Qualification", 2, "Not a Prospect", 1, 0),

 

CASE(Web_Status__c, "Client", 7, "Trial", 6, "Prospect - Former Client", 5, "Prospect - Former Trial", 4, "Prospect - New", 3, "Pending Qualification", 2, "Not a Prospect", 1, 0),

 

CASE(Portware_Status__c, "Client", 7, "Trial", 6, "Prospect - Former Client", 5, "Prospect - Former Trial", 4, "Prospect - New", 3, "Pending Qualification", 2, "Not a Prospect", 1, 0)),

 

7, "Client",

 

6, "Trial",

 

5, "Prospect - Former Client",

 

4, "Prospect - Former Trial",

 

3, "Prospect - New",

 

2, "Pending Qualification",

 

1, "Not a Prospect",

 

""))
1 réponse
  1. 6 févr. 2019, 15:54
    There is an awesome knowledge Article around that. You can create a hidden field which you can popumate with a workflow or process Builder. Please follow the below steps.

     

    1. Create a new hidden field (not visible on any Page Layout).

     

    2. Create a new Workflow Rule for the object which triggers when record is Created or Edited and make the Criteria something that is always true, like Owner Name <not equals> NULL.

     

    3. Make an Immediate Workflow Action which does a Field Update to the newly created (hidden) field. 

     

    4. Click Use a formula to set new value.

     

    5. For the formula, enter the name of the first Formula Field (Formula_A). Any time a record in this object is created or edited, Formula_A's results will be calculated and copied into this new. regular field. Then refer to this field instead of Formula_A within Formula_B.

     

    Knowledge Article: https://help.salesforce.com/articleView?id=000005456&language=en_US&type=1

     

     
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