Hello,
in the Opportunity page we have 4 checkboxes and a very complex validation rule to be sure that at least one of them are true.
Using checkboxes compicates the joc at the moment to create reports so I've been asked to create a single picklist field instead.
There is now a huge amount of records with checkboxes validate and an high quantity of reports using those checkboxes.
Would you help me with best practice on how to manage the change without losing data and users patience? :-)
4 个回答
Now - getting back to the initial question, if you choose to take the above route, first of all you will need to check if there are records which have more than one checkbox true - for those you'd need to choose which value to keep.
For the ones which only have one checkbox true, you'd simply populate the picklist value in a .csv along with the Opp ID and import.
