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Topics#Data ManagementKimberly Garcia's Question
Kimberly Garcia (Leadership for Educational Equity) asked in #Data Management
Oct 1, 2018, 8:48 PM

Trying to build a formula checkbox field that evaluates 2 date fields and 2 picklist fields

I'm trying to build a formula that evaluates 2 date fields and 2 picklist fields. Below is what formula looks like so far but I keep getting a syntax error that stage name is a picklist field and only supported in certain functions and I'm not sure how to get around it. I was hoping to use contains because there's like 8 possible values that start with "new role" and I was hoping not to have to write out each one in the formula. 

 

OR(

 

Related_Coaching__r.Career_Coaching_Close_Date__c  >=  CloseDate  - 548,

 

AND(

 

CONTAINS (StageName, "New Role Found"), 

 

CONTAINS (Related_Coaching__r.Status__c, "Currently"))

 

)
3 answers
  1. Sunil Sarilla (M&G Investments)
    Oct 1, 2018, 8:57 PM
    Hi Kimberly,

     

    Assuming Status field on the Related Coaching is a text field, the formula will be as below.

     

    I am guessing the requirement is

     

    either if the Career Coaching Close Date is greater or equals to CloseDate - 548 days or if the Opportunity StageName begins with New Role  and Status on related coaching is Currently check the field to True

    OR(
    Related_Coaching__r.Career_Coaching_Close_Date__c  >=  (CloseDate  - 548),
    AND(
       BEGINS(TEXT(StageName), "New Role Found"), 
       CONTAINS(TEXT(Related_Coaching__r.Status__c), "Currently")
       )
    )

     

    If the Status field is a text field then replace

     

    CONTAINS(TEXT(Related_Coaching__r.Status__c), "Currently")

     

    with

     

    CONTAINS(Related_Coaching__r.Status__c, "Currently")
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