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Hi there,

 

I have a requirement where I have to display a  value in a field based on the Picklist (Opportunity Object).

 

Example: Four fields play role here, "Billings(formula(Currency))", "Bookings(Currenty)", "Payment type(Picklist)" and "Tenure"

 

Payment Type: 1.Upfront

 

                          2.Annual

 

Booking="$3000", Tenure="36"

 

If Payment Type is "Upfront" then "Billing" should be the same as "Bookings" which is "$3000"

 

If Payment Type is "Annual" then "Billing" should be (Booking divided by Tenure) * 12  i.e "$1000"

 

Can someone help me with this??

 

Thanks in advance.

 

 
2 respostas
  1. 3 de set. de 2018, 11:04
    Like this:

     

     

    CASE(Payment_Type__c,

    "Upfront",Bookings__c,

    "Annual",(Bookings__c/Tenure__c)*12,

    NULL)

     

    Use the correct API names using "Insert Field" button.
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