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Topics#Data ManagementWolfgang Red의 질문
Wolfgang Red 님이 #Data Management에 질문했습니다
2017년 10월 2일 오전 10:00

Formula - Don't create Opps for specific hierarchies (child accounts)

My goal is that all accounts that have the parent "test account name" and are under the same hierarchy can not create new opportunities. Where is my problem?

 

AND( 

 

ISNEW(), 

 

IF(ISBLANK(Account.Name)=FALSE, Account.Name = 'test account name', 

 

IF(ISBLANK(Account.Parent.Name)=FALSE, Account.Parent.Name = 'test account name', 

 

IF(ISBLANK(Account.Parent.Parent.Name)=FALSE, Account.Parent.Parent.Name  = 'test account name', 

 

AND(ISBLANK(Account.Parent.Parent.Parent.Name)=FALSE, Account.Parent.Parent.Parent.Name ='test account name', 

 

$User.ProfileId<>'Test', /*SysAdmin*/ 

 

$User.ProfileId<>'Test'/*TecAdmin*/ 

 

)))))

 

 
답변 2개
  1. Sunil Sarilla (M&G Investments)
    2017년 10월 2일 오전 11:02
    Hi Wolfgang,

     

    Please try the below

    AND(
    ISNEW(),
    OR(
       Account.Name = 'test account name',
       Account.Parent.Name = 'test account name',
       Account.Parent.Parent.Name  = 'test account name',
       Account.Parent.Parent.Parent.Name ='test account name'
       ),
    CASE($Profile.Name,
         'Insert Profile Name of sysAdmin',1,
         'Insert Profile Name of TecAdmin',1,
         0)=1
    )

     

     
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