If quote record type ID equals 123, then display Quote Number (standard quote field)
OR
If quote record type ID equals ABC, then display Invoice # (custom quote formula field)
5 个回答
++ Chris You could also use a CASE Statement as below and use Record Type Name instead of the Ids
CASE(RecordType.Name,
"Insert Record Type Name of 123", QuoteNumber,
"Insert Record Type Name of ABC", Invoice__c,
NULL)
Use the insert field button to select the field API Name of Invoice #
