Hi! I know many of you can do this is in your sleep, but I'm stumped. In bold below is my formula for a "Task Category" field that I would like to categorize tasks based on a few values. Note that the "Type" field is a picklist field (so will not always have a value).
Below formula is working as I'd like, except when "IsClosed = FALSE". Open Tasks (without a Type value) are showing as blank, vs. "Type not indicated".
Can someone help me fix below so that if the Type field is blank AND IsClosed = FALSE, that "Type not indicated displays"?
IF(AND(ISBLANK(TEXT(Type__c)), IsClosed = TRUE),
IF( CONTAINS( Subject , "Email:") ,"Email",
IF( CONTAINS(Subject, "Call") ,"Phone",
IF( CONTAINS(Subject, "call") ,"Phone",
IF( CONTAINS(Subject, "Clicked") ,"Clicked Email",
IF(AND(ISBLANK(TEXT(Type__c)), IsClosed = FALSE),
"Type not indicated",
"Type not indicated"))))),
TEXT(Type__c))
Hi @Willow Liroff ,
Try this
IF(AND(ISBLANK(TEXT(Type__c)), IsClosed = FALSE),"Type not indicated",
IF(AND(ISBLANK(TEXT(Type__c)), IsClosed = TRUE),
IF( CONTAINS( Subject , "Email:") ,"Email",
IF( CONTAINS(Subject, "Call") ,"Phone",
IF( CONTAINS(Subject, "call") ,"Phone",
IF( CONTAINS(Subject, "Clicked") ,"Clicked Email",
"Type not indicated")))),
TEXT(Type__c))
