Hi all!
I have a few picklist values and I am trying to segment them into two categories via a text formula field.
An example of this would be using a picklist field of "food item", with picklist values of "banana", "apple", "celery", "carrot", and then a text value to segment them into either "fruit" or "vegetable" for the text formula field. Obviously I can make it a dependent picklist but the goal would be to not have a field that needs manual updating or something that requires a flow.
Is it possible to achieve through a formula field?
Yes, this is a perfect example of when to use the case function in a formula field. It would look something like this:
CASE(TEXT(Food_Item__c),
"banana","fruit",
"apple","fruit",
"celery","vegetable",
"carrot","vegetable",
""
)
Here's a link to the reference documentation for the case function:
CASE
