Good afternoon,
Can someone help me to write a formula for a field I created in "Custom Activity Field" named "Converted"
Field "Converted" should be a Read-only field and here is the scenario
IF "Accounts ID" does not equal "Related to ID" then "Related ID" should get entered automatically into "Converted" field
Thanks in advance.
답변 2개
Hi Manojkumar,
Do you want this field to be a formula field or do you have already have a field labelled Converted and automatically update this field, if its later, you will need a process builder or workflow to update this filed.If you want a formula field, then the formula will be as below
IF(
Account.Id = WhatId,
WhatId,
NULL)
As per the above if the Account Id is same as Related to Id, it displays the Related to Id else it does not display any value.
If you are using a worklfow , you will need to use a field update action to update the existing field and use the above formula
