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Topics#CollaborationErin Ryan's Question
Erin Ryan (FactSet) asked in #Collaboration
Oct 3, 2017, 4:23 PM

Process Builder picklist formula

Process Builder Criteria: I'm trying to add multiple picklist values into one PB formula field. Not sure if I'm doing this correctly , or if there's a shorter path. If the formula exceeds capacity , am I able to add a second/duplcate formula field?

 

OR(TEXT( [Contact].Account.Location_Firm_Description__c, "Banking & Advisory",

 

[Contact].Account.Location_Firm_Description__c, "Broker-Dealers",

 

[Contact].Account.Location_Firm_Description__c, "Consulting/Accounting",

 

[Contact].Account.Location_Firm_Description__c, "Corporate",

 

[Contact].Account.Location_Firm_Description__c, "Custodian",

 

[Contact].Account.Location_Firm_Description__c, "Financial Exchange",

 

[Contact].Account.Location_Firm_Description__c, "Government Agency",

 

[Contact].Account.Location_Firm_Description__c, "Hedge Fund",

 

[Contact].Account.Location_Firm_Description__c, "Independent Research",

 

[Contact].Account.Location_Firm_Description__c, "Institutional Asset Management",

 

[Contact].Account.Location_Firm_Description__c, "Insurance",

 

[Contact].Account.Location_Firm_Description__c, "Investment Consulting")

 

 
6 answers
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    Oct 3, 2017, 4:26 PM

    You could simplify that formula like this = 

    CASE(
        [Contact].Account.Location_Firm_Description__c,
        "Banking & Advisory",               1,
        "Broker-Dealers",                   1,
        "Consulting/Accounting",            1,
        "Corporate",                        1,
        "Custodian",                        1,
        "Financial Exchange",               1,
        "Government Agency",                1,
        "Hedge Fund",                       1,
        "Independent Research",             1,
        "Institutional Asset Management",   1,
        "Insurance",                        1,
        "Investment Consulting",            1,
        0
    ) == 1

    This way you will still be in limits.

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