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paulmag Big formula using IF,AND,OR & PICKLISTS
Looking for some help here as am getting lost in this formula
We have 14 territories which are housed in Territory__c (text field)
We have 6 types of accounts, there are 3 key ones which are banded "Proactive","Reactive","Head Office" and are housed in Banding__c (picklist)
Conditions
If an account is banded "proactive" or "reactive" AND falls in territory 1-6 then it should be Telephone Manager A
If an account is banded "proactive" or "reactive" AND falls in territory 7-14 then it should be Telephone Manager B
If an account is banded "Head Office" then it should be Head Office
Any other banding should be Field Sales
I have been working on this a while now and trying to build it up but keep getting stuck with errors.
IF(AND(OR( Territory__c ="01",Territory__c ="02",Territory__c ="03",Territory__c ="04",Territory__c ="05",Territory__c ="06"),AND( ISPICKVAL( Banding__c ,"Reactive",),1,
0)))
Any help greatly appreciated.
Paul
Please let me know if this works..if works mark it as solution, else let me know the errors...i tried on my sandbox and works fine..
replace field names
terr__C = territory__C
band__C = Banding__c
CASE(
IF(
AND(
OR(
terr__c ="01",terr__c ="02",terr__c ="03",terr__c ="04",terr__c ="05",terr__c ="06"),
OR(ISPICKVAL( band__c ,"Proactive") , ISPICKVAL( band__c ,"Reactive"))
), 'A',
IF(
AND(
OR(
terr__c ="07",terr__c ="08",terr__c ="09",terr__c ="10",terr__c ="11",terr__c ="12",terr__c ="13",terr__c ="14"),
OR(ISPICKVAL( band__c ,"Proactive") , ISPICKVAL( band__c ,"Reactive"))
),'B',
IF(
ISPICKVAL(band__c, "Head Office"), 'C', 'NONE')
)
),
'A', 'Telephone Manager A',
'B', 'Telephone Manager B',
'C', 'Head Office',
'Field Sales'
)
All Answers
What kind of a result are you trying to return in your formula? What is the datatype of the Formula field?
Please let me know if this works..if works mark it as solution, else let me know the errors...i tried on my sandbox and works fine..
replace field names
terr__C = territory__C
band__C = Banding__c
CASE(
IF(
AND(
OR(
terr__c ="01",terr__c ="02",terr__c ="03",terr__c ="04",terr__c ="05",terr__c ="06"),
OR(ISPICKVAL( band__c ,"Proactive") , ISPICKVAL( band__c ,"Reactive"))
), 'A',
IF(
AND(
OR(
terr__c ="07",terr__c ="08",terr__c ="09",terr__c ="10",terr__c ="11",terr__c ="12",terr__c ="13",terr__c ="14"),
OR(ISPICKVAL( band__c ,"Proactive") , ISPICKVAL( band__c ,"Reactive"))
),'B',
IF(
ISPICKVAL(band__c, "Head Office"), 'C', 'NONE')
)
),
'A', 'Telephone Manager A',
'B', 'Telephone Manager B',
'C', 'Head Office',
'Field Sales'
)
Thanks for that, works a treat! :smileyhappy: