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Topics#Data ManagementDomanda di Carl Anderson
Carl Anderson (ViewPoint) ha fatto una domanda in #Data Management
7 gen 2018, 16:55

Formula Field (Text): Multi-select Picklist

I am trying to add an Opportunity picklist field to my Account page:

 

I just want to show the current value of the Opportunity field on the Account Page

 

I have tried TEXT(Opportunity_Stage__c)

 

And get the error Error: Field Opportunity_Stage__c does not exist. Check spelling.

 

What am I doing wrong?

 

I have also tried numerous variations of:

 

CONTAINS(TEXT(StageName), "Qualified Lead") ||

 

CONTAINS(TEXT(StageName), "Presentation Provided") ||

 

CONTAINS(TEXT(StageName), "Contract Presented") ||

 

CONTAINS(TEXT(StageName), "Closed Won") ||

 

CONTAINS(TEXT(StageName), "Closed Lost")
19 risposte
  1. Naveen Dhanaraj (Aintiram Web Tech)
    7 gen 2018, 17:47
    Create New Field

     

    Choose Data Type as Lookup

     

    In Related To Choose Opportunity as Related Object.

     

    Save

     

    Lookup Field from Account To Opportunity is created,

     

    Then Refresh the Formula field and You will see Opportunity,

     

    Then Use this Formula,

     

     

    IF( ISPICKVAL(Opportunity__r.StageName , "Qualified Lead"), "Qualified Lead","")+ BR() + 
    IF( ISPICKVAL(Opportunity__r.StageName , "Presentation Provided"), "Presentation Provided", "")+ BR() + 
    IF( ISPICKVAL(Opportunity__r.StageName , "Contract Presented"), "Contract Presented", "")+ BR() + 
    IF( ISPICKVAL(Opportunity__r.StageName , "Closed Won"), "Closed Won", "")+ BR() + 
    IF( ISPICKVAL(Opportunity__r.StageName , "Closed Lost"), "Closed Lost", "")

     

     
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