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petec@i2isys
Formula to group stages
Hi,
I would like to figure out how to create a formula field that would evaluate stages and set a "phase" based on the stage.
Alternatively, I'd be OK with the Phase being a picklist, but updated from a workflow rule.
So if stages are Planning, Kick-off, Discovery, Software, Data, Training, & Closing, I would want the "phase" field to be set appropriately.
So if stage is in Planning OR Kick-off, then Phase is "Project Planning";
if stage is Discovery OR Software OR Data, then Phase is "Tech";
if Stage is Training OR Closing, then Phase is "Closing".
Does anyone have any suggestions?
Thanks!
I would like to figure out how to create a formula field that would evaluate stages and set a "phase" based on the stage.
Alternatively, I'd be OK with the Phase being a picklist, but updated from a workflow rule.
So if stages are Planning, Kick-off, Discovery, Software, Data, Training, & Closing, I would want the "phase" field to be set appropriately.
So if stage is in Planning OR Kick-off, then Phase is "Project Planning";
if stage is Discovery OR Software OR Data, then Phase is "Tech";
if Stage is Training OR Closing, then Phase is "Closing".
Does anyone have any suggestions?
Thanks!
Create Forumla field of type text, assuming Stage is of type Picklist,
CASE( TEXT( stage) ) ,
"Planning", "Project Planning",
"Kick-off", "Project Planning",
"Discovery", "Tech",
"Software", "Tech",
"Data", "Tech",
"Training", "Closing",
"Closing", "Closing",
"" )
Hope this helps
Simply use the below formula
Use the insert field option to use the right API name of the fields.
kindly mark it as an answer if that works !
Error: Formula result is data type (Text), incompatible with expected data type (true or false).
You might have selected the "Formula Return Type" as "Checkbox", select "Text" instead.
It will be the second step, while creating a formula field.
Thanks