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Hello Trailblazers,

 

In the case object the email action has a predefined value in the from field. I am writing a formula to change the default value in the field based on the case record type. We have a lot of org wide email addresses for various reasons. The benefit of the formula is that the user will never need to scroll through a long drop down list of email addresses, and it removes the risk of the user picking the wrong email address.

 

My formula is working so far

CASE( Case.RecordType.Name,

      "Standard","myemail1@kevin.org.uk",

      "Support","myemail2@kevin.org.uk",

      "Delivery","myemail3@kevin.org.uk",

      "Projects","myemail4@kevin.org.uk", "myemail6@kevin.org.uk")

 

The only problem is that the Projects record type uses 2 different email addresses depending on what is the case group. I know that I need ISPickval I think but I can't get my syntax right to handle this variation.

 

I want to say

If the record type is projects and the case group is apples then "myemail4@kevin.org.uk" otherwise it is "myemail5@kevin.org.uk" The else condition at the end is all other record types use "myemail6@kevin.org.uk"

 

How can I amend the formula to achieve this aim?

 

Thanks Trailblazers

2 answers
  1. Divya Chauhan Forum Ambassador
    Aug 6, 2024, 11:39 AM

    Hello@Kevin Partington,

    Please try,

    CASE( Case.RecordType.Name,

    "Standard","myemail1@kevin.org.uk",

    "Support","myemail2@kevin.org.uk",

    "Delivery","myemail3@kevin.org.uk",

    "Projects",IF(Text(Case_group__c)="apples", "myemail4@kevin.org.uk", "myemail5@kevin.org.uk"),

    "myemail6@kevin.org.uk"

    )

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