0

This formula works for all my requirement except the underlined part:

IF( AND(RecordType.Name = 'Solutions', 
        DATEVALUE(Account.CreatedDate) <= TODAY() - 10, 
        CreatedBy.Profile.Name = "Perkins Access Standard User", 
        ISPICKVAL( StageName , 'Won Completed'))  ,
   "existing customer", 
   "new customer")

I need a formula that marks customer "existing customer" if- record type is "Solutions. Created date (on account) was created more than 10 days from today, Created by a user with the Perkins Access Standard User profile, and that has an opportunity stage of "Won completed" or "Won in Progress" or "Won Pending start". Customers that don't meet that criteria should be marked "New Customer"

But I'm having trouble adding the opportunities that have a stage of Won in Progress" or "Won Pending start".

Improve this question

1 Answer 1

Reset to default
1

You need to add an OR() formula around the picklist values you're interested in including.

    ISPICKVAL(StageName , 'Won Completed'))  ,

becomes

OR(ISPICKVAL(StageName , 'Won Completed'),
   ISPICKVAL(StageName , 'SomeOtherStageToInclude'),
   ISPICKVAL(StageName , 'YetAnotherStage'),
   ISPICKVAL(StageName , 'AndSoOnAndSoOn')),

This will evaluate to true if any of the arguments is true.

Improve this answer
6
  • I'm embarrassed to say, but I think I still didn't do it right. This is what I have-
    – jlh123
    Jun 19, 2018 at 19:54
  • IF( AND(RecordType.Name = 'Solutions', DATEVALUE(Account.CreatedDate) <= TODAY() - 10, CreatedBy.Profile.Name = "Perkins Access Standard User", OR(ISPICKVAL(StageName , 'Won Completed'), ISPICKVAL(StageName , 'Won in Progress'), ISPICKVAL(StageName , 'Won Pending start') "existing customer", "new customer")))
    – jlh123
    Jun 19, 2018 at 19:54
  • and it is giving me this error- Error: Incorrect parameter type for function 'OR()'. Expected Boolean, received Text
    – jlh123
    Jun 19, 2018 at 19:54
  • You're just missing a parenthesis after the third record type.
    – David Reed ♦
    Jun 19, 2018 at 19:56
  • it is still giving me the same error- Error: Incorrect parameter type for function 'OR()'. Expected Boolean, received Text
    – jlh123
    Jun 19, 2018 at 22:11

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .