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Topics#Data ManagementDomanda di Alicia Castorina
Alicia Castorina (Act-On Software) ha fatto una domanda in #Data Management
3 mar 2015, 22:03

In the Opportunity, return a text value from a picklist found in one of two places.

Hi!  I have a custom picklist in the Account record that I need to have visible in the Opportunity record.  The problem is this picklist will be in either the Account OR the Partner Account, and it is only selectable if the Account or the Partner Account is a certain type of partner (so it can be blank/inactive). To put it in the most basic logic, it would read something to the effect of:

 

If Account or Partner Account Type equals "Strategic", then return the (text) value of the picklist from the Account or Partner Account field "Strategic_Level__c".   If nothing is selected in "Strategic_Level__c", return the value "N/A".

 

Any ideas?  Is it maybe easier to create a formula field than it is to map it from the original field?
5 risposte
  1. Steve Molis (You Owe Me a Beer, Inc.)
    4 mar 2015, 03:41
    So are you looking for something kinda like this?  

     

     

    IF(
    AND(
    TEXT(Account.Type) = "Strategic",
    NOT(ISLANK(TEXT( Account.Picklist_1__c )))),TEXT(Account.Picklist_1__c), 
    IF(
    AND(
    TEXT( Partner__r.Type ) = "Strategic",
    NOT(ISLANK(TEXT( Partner__r.Picklist_1__c )))),TEXT(Partner__r.Picklist_1__c), 
    "N/A"))

     

     
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