Update two different territory fields (custom fields) which are being used by two different business groups. One is strictly driven by a mailing state (case 1) and the other one is a combination of an account name (I'll be using contains function) and a mailing state (case 2). Originally I was using a workflow rule which had pretty ugly case statement, but that was only for used for case 2. Now I need to combine them into one rule and from a syntax and maintainability stand point it'll be a complex task. What are the best practices of having something like get accomplished?
답변 4개
You can use the Advanced formula Editor tab to help you build your formula. It could end up something like this:
IF(CONTAINS("CA:WA:OR", MailingState), 'West Coverage',
IF(CONTAINS("FL:GA:AL", MailingState), 'East Coverage',
'Others')
)
