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yogesh khatri (FIL) asked in #Data Management
Jun 19, 2017, 9:13 AM

Need help with Formula size

Hi All, need some help in making the below formula short. I have two other fields where I am referring this field and the complie size is hitting the limit.

 

IF(FIL_Opt_Out__CX_Survey_Opt_Out__c = FALSE  &&

 

OR( FirstName = "", MailingCountry ="", Email =""),"Reject",

 

IF(

 

FIL_Opt_Out__CX_Survey_Opt_Out__c = FALSE &&

 

OR(  OwnerId = "005w0000006Z3fg", Account.CoreAccounts__Inactive__c  = TRUE, NOT (ISPICKVAL( Account.Type, "Client")), CoreContacts__Inactive__c = TRUE, Account.FIL_Opt_Out__CX_Survey_Opt_Out__c = TRUE, ISPICKVAL(CoreContacts__Contact_Channel__c ,"Institutional")), "On Hold",

 

IF(

 

FIL_Opt_Out__CX_Survey_Opt_Out__c = FALSE &&

 

OR(ISBLANK(Phone), ISPICKVAL( CoreContacts__Purchase_Influence__c ,"") , ISPICKVAL(CoreContacts__Contact_Channel__c,""), ISPICKVAL( CoreContacts__Contact_Segment__c , "")), "Review",

 

IF(

 

FIL_Opt_Out__CX_Survey_Opt_Out__c = TRUE, "",

 

 

 

"Good"

 

))))
3 answers
  1. Sunil Sarilla (M&G Investments)
    Jun 19, 2017, 9:30 AM
    Hi Yogesh,

     

    Your formula looks ok, are any fields reference in the current formula are formula fields?

     

    The only thing, you can to do reduce your current formula is have the first IF Statement to be FIL_Opt_Out__CX_Survey_Opt_Out__c = TRUE (which you can write as FIL_Opt_Out__CX_Survey_Opt_Out__c as checkboxes will always be evaluated to True)

     

    so that you dont have to specifically mention FIL_Opt_Out__CX_Survey_Opt_Out__c = False as if the first condition is not met.

    IF(FIL_Opt_Out__CX_Survey_Opt_Out__c, "",
    IF(OR( FirstName = "", MailingCountry ="", Email =""),"Reject",
    IF(OR(OwnerId = "005w0000006Z3fg", Account.CoreAccounts__Inactive__c  = TRUE, NOT (ISPICKVAL( Account.Type, "Client")), CoreContacts__Inactive__c = TRUE, Account.FIL_Opt_Out__CX_Survey_Opt_Out__c = TRUE, ISPICKVAL(CoreContacts__Contact_Channel__c ,"Institutional")), "On Hold",
    IF(OR(ISBLANK(Phone), ISPICKVAL( CoreContacts__Purchase_Influence__c ,"") , ISPICKVAL(CoreContacts__Contact_Channel__c,""), ISPICKVAL( CoreContacts__Contact_Segment__c , "")), "Review","Good"))))

     

     
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