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Topics#Data ManagementWolfgang Red の質問
Wolfgang Red が「#Data Management」で質問
2017年10月2日 10:00

Formula - Don't create Opps for specific hierarchies (child accounts)

My goal is that all accounts that have the parent "test account name" and are under the same hierarchy can not create new opportunities. Where is my problem?

 

AND( 

 

ISNEW(), 

 

IF(ISBLANK(Account.Name)=FALSE, Account.Name = 'test account name', 

 

IF(ISBLANK(Account.Parent.Name)=FALSE, Account.Parent.Name = 'test account name', 

 

IF(ISBLANK(Account.Parent.Parent.Name)=FALSE, Account.Parent.Parent.Name  = 'test account name', 

 

AND(ISBLANK(Account.Parent.Parent.Parent.Name)=FALSE, Account.Parent.Parent.Parent.Name ='test account name', 

 

$User.ProfileId<>'Test', /*SysAdmin*/ 

 

$User.ProfileId<>'Test'/*TecAdmin*/ 

 

)))))

 

 
2 件の回答
  1. Sunil Sarilla (M&G Investments)
    2017年10月2日 11:02
    Hi Wolfgang,

     

    Please try the below

    AND(
    ISNEW(),
    OR(
       Account.Name = 'test account name',
       Account.Parent.Name = 'test account name',
       Account.Parent.Parent.Name  = 'test account name',
       Account.Parent.Parent.Parent.Name ='test account name'
       ),
    CASE($Profile.Name,
         'Insert Profile Name of sysAdmin',1,
         'Insert Profile Name of TecAdmin',1,
         0)=1
    )

     

     
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