Formula name is Checklist Required
Based on the opportunity stage a check list might be required
When it is required then I need to check whether or not the check list field has a value, if not - the result would be "1" (yes)
IF(CASE( StageName , "Qulaified", 0, "Discovery", 0, "Proposal", 1, "Pending Contract", 1,0), ISBLANK(Checklist__c) 0, 1))
8 risposte
Didn't realize it was a text field not a checkbox.
IF(
AND(
OR(
ISPICKVAL(StageName,"Proposal"),
ISPICKVAL(StageName,"Pending Contract")
),
ISBLANK(Checklist__c)
),
1,
0
)
