
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
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.