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Topics#Data ManagementPergunta de Wolfgang Red
Wolfgang Red perguntou em #Data Management
2 de out. de 2017, 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*/ 

 

)))))

 

 
2 respostas
  1. Sunil Sarilla (M&G Investments)
    2 de out. de 2017, 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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