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John Thenny 님이 #Formulas에 질문했습니다
2025년 6월 17일 오전 6:19

Create Custom Field - two different actions (one action based off both a picklist and dates from two different objects)

Hi Everyone, 

 

I am wanting to create a custom field with a formula to do two different actions: 

 

  • If a picklist value is selected for "Male" on the Account object, custom field will import the date selected from another Salesforce object (Referral object)
  • If a picklist value is selected "Female" on the Account object, custom field will return a blank a value

Would this be possible to do please? 

 

If so, what would be the formula I would use?

Create Custom Field - two different actions (one action based off both a picklist and dates from two different objects)

 

 

 

#Formulas

답변 7개
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    2025년 6월 19일 오전 7:37

    Hi John, 

     

    You can then go with a formula returning a date liek so (make sure you change the API names of the fields as needed:

    IF(TEXT(PersonGenderIdentity)="Male", ReferralDate,NULL)

    Also, make sure "Male" is the API name of the value for PersonGenderIdentity as formulas only deal with API names, not the label of picklist values (they are sometimes different)

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