
and (
OR (
NOT(CONTAINS(Firm_External_ID__c ,"A")),
NOT(CONTAINS(Office_External_ID__c ,"A")),
OR(
$RecordType.Name = "Intermediary_Firm_Equity",
$RecordType.Name = "Intermediary_Office_Equity")))
12 answers
Hi Tara, then this could work:
IF(
AND(
NOT(CONTAINS(Firm_External_ID__c ,"A")),
NOT(CONTAINS(Office_External_ID__c ,"A")),
$RecordType.Name = "Intermediary_Firm_Equity"),
TRUE,
IF(
AND(
NOT(CONTAINS(Firm_External_ID__c ,"A")),
NOT(CONTAINS(Office_External_ID__c ,"A")),
$RecordType.Name = "Intermediary_Office_Equity"),TRUE,FALSE))
Cheers,
Till