Skip to main content

Question on a formula to text. I want the products owned by account to display yes through an if statement with it meets the following criteria. But the formula I built isn't working because I am not using the is blank correctly. Any help is appreciated!

 

Formula Blank Value HelpIn other words; 

Basically, if the opp stage (which is pulled from the opp through a flow displays as a text field on the AAP) = Closed won OR Opp stage field is blank AND Excluded reason is blank (API name - Closed Lost reason) , the value is YES if these are not true then no.   

4 answers
  1. May 1, 2023, 8:48 PM

    Hi ,

     

    IF(

    OR(

    ISPICKVAL(Opportunity_Stage__c,"Closed Won"),

    AND(ISBLANK(TEXT( Opportunity_Stage__c)),ISBLANK(TEXT(Closed_Loss_reason__c)))

    ),"Yes","No")

0/9000