I have 2 objects
- Contracts - Custom
- Sales Submission (Opportunity Process) - Custom
They are related because of Lookup relationship.
GOAL: I want to show in Sales Submission Object that when the Contract Status is Cancelled, the string "Cancelled" should populate in this formula field. This is my formula:
Formula in Sales Submission:
IF ( Ispickval ( Related_Contract_Record__r.Contract_Status__c, 'Cancelled'), 'Cancelled' , 'NotCancelled')
Expected Result: String "Cancelled" if Contract Status is Cancelled else "NotCancelled" Result: 'NotCancelled' even though the Contract Status is Cancelled.
I also created a Checkbox
IF ( ISPICKVAL ( Related_Contract_Record__r.Contract_Status__c , 'Cancelled' ), TRUE , FALSE )
Result: False, even if Contract Record is Cancelled