When an Account is NEW, has a certain Account Type selected, AND has a certain State selected / Account will default to a certain User.
Each Formula I try has a new Issue - here is what I tried:
ISNEW() && ( [Account].BillingState, 'Iowa' || [Account].BillingState, 'Illinois' || [Account].BillingState, 'Indiana' || [Account].BillingState, 'Kansas' || [Account].BillingState, 'Kentucky' || [Account].BillingState, 'Michigan' || [Account].BillingState, 'Minnesota' || [Account].BillingState, 'Missouri' || [Account].BillingState, 'Nebraska' || [Account].BillingState, 'Ohio || [Account].BillingState, 'Wisconsin' ) && (
Hi,
AND(
ISNEW() ,
CASE([Account].BillingState,'Iowa',1,
'Illinois' ,1,
'Indiana',1,
'Kansas' ,1,
'Kentucky' ,1,
'Michigan',1,
'Minnesota',1,
'Missouri' ,1,
'Nebraska',1,
'Ohio',1,
'Wisconsin',1,
0) =1 ,
NOT(OR(
TEXT([Account].Account_Type__c) = 'Manufacturer' ,
TEXT([Account].Account_Type__c) = 'Wholesaler' ,
TEXT([Account].Account_Type__c) = 'Distributor',
TEXT([Account].Account_Type__c) = 'Other'
))
)
