Apex Code Development You need to sign in to do that
Don't have an account?
jenny jade Help needed for writing a formula
I need to show different messages depending on the discount % on Quote obj
I have two fields Dis% and Message
Dis%0 to 5 then Message should be Auto Approved
Dis%5 to 10 then Message should be Auto Approved
Dis%10+ then Message should be Need SVP Approval
and adding tho this we need to show Message as Auto Approved if Directors or sys admins are creating a quote no matter what the dis% is
I have two fields Dis% and Message
Dis%0 to 5 then Message should be Auto Approved
Dis%5 to 10 then Message should be Auto Approved
Dis%10+ then Message should be Need SVP Approval
and adding tho this we need to show Message as Auto Approved if Directors or sys admins are creating a quote no matter what the dis% is
You can write formula for this as below
I hope this will help you.
Thanks,
Sukanya
IF($Profile=='Directors' || $ProfileId=='systemAdmin') || discount__c =0 || discount__=5), Auto Approved, Need SVP Approval)
make this best ans if this sloved your task.
Thanks,
Saravanan Sivalignam.
all I want to acheive is
Dis%0 to 5 then Message should be Auto Approved
Dis%5 to 10 then Message should be Director Approval
Dis%10+ then Message should be Need SVP Approval
IF(
OR(AND(AverageCustomerDiscount__c<=0.1,$UserRole.Name ='Director',$UserRole.Name ='Sales Director',$UserRole.Name ='Agency Director',$UserRole.Name ='Specialist'),AverageCustomerDiscount__c<=0.05,$User.Alias='Mat',$User.Alias='hoe',"Auto Approved"),IF(AND(AverageCustomerDiscount__c>=5 ,AverageCustomerDiscount__c<=10),"Director Approval Required","SVP Approval"))
I am getting this below error
Error: Incorrect parameter type for function 'OR()'. Expected Boolean, received Text
IF(
OR(AverageCustomerDiscount__c<=5,$UserRole.Name ='Director',$UserRole.Name ='Sales Director',$UserRole.Name ='Agency Director',$UserRole.Name ='Specialist'), Auto Approved, IF( verageCustomerDiscount__c<=10, Director Approval, AverageCustomerDiscount__c>10,Need SVP Approval)))
If still not your task sloved , please let me know, what exactly u want.
Actully u mentioned that Dis%0 to 5, but u used like AverageCustomerDiscount__c<=0.1,AverageCustomerDiscount__c<=0.05,, alos u not clearly mentined the users that u want in formula.
Dis%0 to 5 then Message should be Auto Approved
Dis%5 to 10 then Message should be Director Approval
Dis%10+ then Message should be Need SVP Approval
IF(
OR(AND(AverageCustomerDiscount__c<=0.1,$UserRole.Name ='Director',$UserRole.Name ='Sales Director',$UserRole.Name ='Agency Director',$UserRole.Name ='Specialist'),AverageCustomerDiscount__c<=0.05,$User.Alias='Mat',$User.Alias='hoe',"Auto Approved"),IF(AND(AverageCustomerDiscount__c>=5 ,AverageCustomerDiscount__c<=10),"Director Approval Required","SVP Approval"))
thanks
Saravanan Sivalingam.
my scenario is the message field (formula field) should show diffrenet messages depending on the % amount and the role and the user who is creating the record
if AverageCustomerDiscount__c is <= 10% and the the role equals 'Director','Sales Director',Agency Director','Specialist' or if the userid ='Mat' or 'Hoe' it should show as Autoapproved
if AverageCustomerDiscount__c>=5% and AverageCustomerDiscount__c<=10% the message should be as Director Approval and for everything not following the above it should show as SVP Approval.
Hi your questions is wrong....please check your question onece again.. I mentioned that where you need to check this questions in below
there one of the following should be AverageCustomerDiscount__c is >= 10% , but here both condtions were mentioned that AverageCustomerDiscount__c is <= 10%, hows its possible..
if
AverageCustomerDiscount__c is <= 10%and the the role equals 'Director','Sales Director',Agency Director','Specialist' or if the userid ='Mat' or 'Hoe' it should show as Autoapprovedif
AverageCustomerDiscount__c>=5% and AverageCustomerDiscount__c<=10%the message should be as Director Approval and for everything not following the above it should show as SVP Approval.