Help with Text Formula

Question

If product equals ABC - Retail Class or ABC - Inst. Class then New Text Field equals ABC

or

If product equals XYZ - Retails Class or XYZ - Inst. Class then New Text Field equals XYZ

or

If product equals DUMMY - Retail Class or DUMMY - Inst. Class then New Text Field equals DUMMY

thank you nate

Chris Simmons · Answer

It would basically just be a series of IF-THEN statements (e.g., if this statement is true, then this should be the value)...

IF(OR(TEXT(Product field) = "ABC - Retail Class", TEXT(Product field) = "ABC - Inst. Class"), "ABC",

IF(OR(TEXT(Product field) = "XYZ - Retails Class", TEXT(Product field) = "XYZ - Inst. Class"), "XYZ",

IF(OR(TEXT(Product field) = "DUMMY - Retail Class", TEXT(Product field) = "DUMMY - Inst. Class"), "DUMMY",

null)))

...of course, you'll need to add the API Name in place of the Product field references in the syntax above.

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