I'd like to be able create a formula field on the Account Object that will return a "Yes" value if there are opportunities with a specific stage.
I believe I have to create an IF formula using an ISPICKVAL function but I'm not sure.
Your help is very much appreciated.
답변 2개
Actually you need 2 fields (if you really want a "Yes"). The first is a Rollup Summary Field on Account set to summarize Opportunities. Set it to Count, and put a filter on it so that it only counts opportunities of the stage you're looking for.
Then make a second formula field which is like
IF(MySummary__c>0,"Yes","No")
