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I need help with the following formula. Here I am trying to check if 

 

Contract status=terminated or Contract Date is changed or 

if(Probability>=60% and Opportunity stage= lost.)

 

 (ISPICKVAL([Opportunity2__c].Contract_Status__c , Terminated)) || 

 

ISCHANGED([Opportunity2__c].Termination_Date__c ) ||

 

IF(

 

&&( ISPICKVAL([Opportunity2__c].Probability_2__c >= 0.6) ,

 

 ISPICKVAL([Opportunity2__c].StageName__c, 'Opportunity Lost')))

 

Please help me with this formula. Thank you.

 

Neeraja

 

 
3 个回答
  1. 2017年3月10日 18:47
    Hey Neeraja,

     

    What's the data type of your Probability field ? Is it a picklist or a percentage field ? If it's a percentage field then your formula will be like this

     

     

    OR(

    ISCHANGED([Opportunity2__c].Termination_Date__c),

    ISPICKVAL([Opportunity2__c].Contract_Status__c ,"Terminated"),

    AND(

    [Opportunity2__c].Probability_2__c >= 0.6,

    ISPICKVAL([Opportunity2__c].StageName__c, "Opportunity Lost")

    )

    )

     

    If it's a picklist field then your formula becomes something like this. Please post a screenshot of your probability field with all the possible picklist values so that we can guide you with the right formula

     

     

    OR(

    ISCHANGED([Opportunity2__c].Termination_Date__c),

    ISPICKVAL([Opportunity2__c].Contract_Status__c ,"Terminated"),

    AND(

    ISPICKVAL([Opportunity2__c].Probability_2__c,"60%"),

    ISPICKVAL([Opportunity2__c].StageName__c, "Opportunity Lost")

    )

    )

     

     
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