I want to create a report which shows me whether two fields are matching
My matching pairs are:
Picklist Field 1: a, b, c, d, e Record Type: 1, 2, 3, 4, 5 Matching rules: a matches 1, 2 b, c matches 3 d, e matches 4, 5 My table looks like this: Oppty Name , Field 1 , RecordType , Match? Oppty 1, b , 4, FALSE Oppty 2, c, 3, TRUE Oppty 3, d, 3, FALSE
So, basically, in my report I want to create a formula field (Match?), where I highlight whether the values in the fields are a match against the record type, according to the matching rules I defined. If I can do it using conditional highlighting that would be just as fine.
I created a formula field containing the first matching rule so far:
IF( AND( RecordType.Name = "d", OR( ISPICKVAL(Field1__c,"4"), ISPICKVAL(Field1__c,"5") ) ), 1,0)
Unfortunately that doesn't seem to work. The error message I get when I try to save this is:
Error: Invalid custom summary formula definition: Field RecordType.Name does not exist. Check spelling.
Any ideas? Tia, Lily