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I have a parent object Loan Product and a child objectApplication. Both objects include multi-select picklists, called Verification Requirements, that look at the same global value set. I want to create a formula that compares the values in the 2 multi-select picklists and returns TRUE of both are equal.

 

For example, a Loan Product record has Verification Requirements

 

- Valid Proof of ID

 

- Valid Bank Account

 

When an Appication has Valid Proof of ID and Valid Bank Account as it's values, I want the formula field "All Verification Requirements Met" marked as TRUE

 

Any advice that doens't involve a bunch of nested IF statements?
4 risposte
  1. 23 mar 2020, 05:46
    Hi Katie, 

     

    It doesn't sound to me like you want to check that they are equal, rather that picklist 2 contains at least all the items in picklist 1. To do that, you need a series of IFs to check each single value. For example, a checkbox formula like this:

     

    AND(

     

    OR(NOT(INCLUDES(Picklist1, "Value 1")), INCLUDES(Picklist2, "Value 1")),

     

    OR(NOT(INCLUDES(Picklist1, "Value 2")), INCLUDES(Picklist2, "Value 2")),

     

    OR(NOT(INCLUDES(Picklist1, "Value 3")), INCLUDES(Picklist2, "Value 3"))

     

    )
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