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Topics#Data ManagementRamsay Allen의 질문
Ramsay Allen 님이 #Data Management에 질문했습니다
2015년 11월 6일 오전 10:00

Formula to autofill one field based on what the field above says

I am looking for a formula that will allow a field to autofill with either the number 15 or the number 20 based on chosen item from a picklist in the field above.

 

For example

 

First field: Rep Name

 

Picklist Options: Amos, Avant, Quantum, Titus

 

Second Field: Rep Fee (%)

 

15 or 20

 

If Amos or Avant are chosen the second field should automatically populate with 20 and if Quantum or Titus are chosen it should automatically populate with 15

 

Is this possible?

 

Many thanks.

 

Ramsay
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  1. Sunil Sarilla (M&G Investments)
    2015년 11월 6일 오전 10:39
    Hi Ramsay,

     

    You need to create a New formula field on the Opportunity Object,

     

    Setup - Customize - Opportunity - Fields - New Field - Select Formula as Data Type , Give a Name to your Field Rep Fee

     

    Assuming you want the Value to be displayed in % i.e. 15%, 20% select the Return Type as Percent and the formula is

    CASE(Rep_Name__c,
    "Amos",0.2,
    "Avant",0.2,
    "Quantum",0.15,
    "Titus",0.15,
    0)

     

    If you want your values to be displayed just as 15 and 20, select the return type as Number and the formula is

    CASE(Rep_Name__c,
    "Amos",20,
    "Avant",20,
    "Quantum",15,
    "Titus",15,
    0)

     

    If you want to use your existing field then you need a workflow with a field update to update the value in the field.
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