I'm trying to create a formula that will evaluate my Program_Type__c field on an opportunity screen and if that field is equal to "Accessories", it will then evaluate a multi-select picklist and if the picklist does not contain specific picks, it will display those as Paperwork Needed. Now I completely know this formula is incorrect, but maybe this will help you decipher what i'm talking about. Please help! I have rewritten this formula 1000 times and cannot get the information I need.
My overall goal is to show the unselected picklist values in a field.
IF
(ISPICKVAL(Program_Type__c , "Accessories")
(!INCLUDES (Paperwork_Completed1__c, "Bank and Trade Info" ), "Bank and Trade Info" + BR() , NULL) +
(!INCLUDES (Paperwork_Completed1__c, "Business License" ), "Business License" + BR() , NULL) +
(!INCLUDES (Paperwork_Completed1__c, "Copy of Driver's License" ), "Copy of Driver's License" + BR() , NULL) +
(!INCLUDES (Paperwork_Completed1__c, "Copy of Voided Check" ), "Copy of Voided Check" + BR() , NULL) +
(!INCLUDES (Paperwork_Completed1__c, "Credit Card/Debit Card Auth" ), "Credit Card/Debit Card Auth" + BR() , NULL) +
(!INCLUDES (Paperwork_Completed1__c, "Personal Guaranty" ), "Personal Guaranty" + BR() , NULL) +
(!INCLUDES (Paperwork_Completed1__c, "Req. for Taxpayer ID Number and Cert" ), "Req. for Taxpayer ID Number and Cert" + BR() , NULL) +
(!INCLUDES (Paperwork_Completed1__c, "Terms and Conditions" ), "Terms and Conditions" + BR() , NULL))
Attribution to: Robin Terrell
Possible Suggestion/Solution #1
The formula you've given us is a good start, with a few required edits:
- you need a comma after
ISPICKVAL(Program_Type__c , "Accessories")
- each of the picklist values you check for will have its own
IF
statement - each of the strings that you're concatenating should be
''
if it's not included, instead ofNULL
you need an else clause at the end:
''
IF
(ISPICKVAL(Program_Type__c , "Accessories"),
(IF(!INCLUDES (Paperwork_Completed1__c, "Bank and Trade Info" ), "Bank and Trade Info" + BR() , '')) + ... + ..., '')
Attribution to: Jeremy Nottingham
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/2253