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Im trying to create a formula field that will look at three other fields before updating with X Value.

For example - If 1st picklist value = X, 2nd picklist value = X and Amount = £XX - then update with X.

Any help here would be greatly appreicated.

Thank you.

1

Use if condition

 IF( Name  = 'X' &&  Active__c = 'TRUE' &&  Amount = 'Open' ,'XXX' , '') 

replace Name with first picklist api name and Active__c with second picklist API name

multiple if conditions

IF(Amount = 10.00 && Term = 12 , 50,
    IF(Amount = 20.00 && Term = 24 ,100,
        200
    )
)

IF( CONTAINS(TEXT(How_is_the_order_funded__c),"Lease")&& Term_Number__c = 24 && Cost_per_Unit__c = 13.00 , 7.50,
    IF(CONTAINS(TEXT(How_is_the_order_funded__c),"Lease")&& Term_Number__c = 24 && Cost_per_Unit__c = 18.00, 12.50, 
       0) 
  ) 
  • I have gone with: – Scott Chesworth Nov 25 '15 at 12:43
  • IF( CONTAINS(TEXT(How_is_the_order_funded__c),"Lease")&& Term_Number__c = 12 && Cost_per_Unit__c = 12.00 ,'XXX' , 7) – Scott Chesworth Nov 25 '15 at 12:44
  • However im getting the error message:Error: Incorrect parameter type for function 'IF()'. Expected Text, received Number – Scott Chesworth Nov 25 '15 at 12:45
  • IF( CONTAINS(TEXT(How_is_the_order_funded__c),"Lease")&& Term_Number__c = 12 && Cost_per_Unit__c = 12.00 ,0.00, 7) - This version seems to work (syntax ok) how ever If I wanted to add multiple variations in the same formula, for varied resultsa, how would I structure the formula? Thanks again. – Scott Chesworth Nov 25 '15 at 12:48
  • I appreciate your help here but would you mind confirming.. To add an aditional 'IF' for a different result based on the same fields. How woul dI structure the formula.. – Scott Chesworth Nov 25 '15 at 13:21

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