1

I am having problems trying to get a formula to work.

Basically I want Deposit__c to display the following

  • If Opportunity_Amount__c *.1 is less than 10k then display the product of Opportunity_Amount__C *.1
  • If Opportunity_Amount__c *.1 is more than 10k then display 10k only

I would also like Deposit__c to be able to be overridden by the user too.

  • IF( Amount * 0.1 <10000, Amount *0.1, 10000) it's saying I can't use the Amount in the formula - itsa a standard field. – Quango Bruce Jul 21 '16 at 0:14
  • Please edit your post with any updates, and always include verbatim text when you have an error message. – Adrian Larson Jul 21 '16 at 0:19
  • Sorry - The formula I used has worked I was just inserting it on an already created currency field. When I created a new Formula field it worked. Thanks for looking at this for me. – Quango Bruce Jul 21 '16 at 0:22
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The formula to do the calculation is:

MIN(Opportunity_Amount__c * 0.1, 10000)

MIN takes the lesser of two numeric values and returns that as the result. It is shorthand for IF(A < B, A, B).

However, in order to allow it to be overridden, you'll need to set up Deposit__c as a regular field, then set up a workflow rule that sets the value when it's not already set (e.g. trigger when Deposit__c equals nothing), or possibly use a checkbox to allow overriding (e.g. when Deposit_Override__c equals false).

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