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InsertWittyNameInsertWittyName 

Checkbox selection based on picklist value.

Hi.

 

I'm trying to have a checkbox either selected or not selected based on a value in a picklist.

 

The value of the checkbox should be dynamic based on the picklist selection and not require the record saving or a page refresh.

 

Any pointers?

 

Many thanks. 

flewellsflewells

Sounds like you want a checkbox formula field, assuming this checkbox doesn't need to be user-editable.  Salesforce doesn't have a formula type = checkbox, however, so here are some options that come to mind...

 

- create formula field of type = number (1=TRUE, 0=FALSE).  not as user friendly as a checkbox, but can sum totals in reports just like you can with a checkbox field

 

- create formula field of type = text (i.e. yes/no, true/false).  more user friendly than the above option, but lose ability to sum totals for this field in reports because it's not a number/boolean/currency field

 

- create formula field of type = text and use IMAGE function to display an image (checked box, unchecked box) depending on its value.  again, more user friendly, but lose ability to sum totals for this field in report.