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saraAsaraA 

Compound IF or Case Statement

Hi -

 

 I was using "CASE" fine (see below) until this additional criteria became necessary:

 CASE( Fund__r.Name , "CCV", 1, "CCVet", 1, "DFE", 2, "DFF", 2, "DF", 2, "DR", 3, 99)

 

New:

If it's a DR, it ALSO has to have a Appeal_Campaign__r.Name that starts with "Paws".

 

I have tried CASE and IF and am unsuccessful with both, getting this compound condition for "3"

 

Here's what I need (I'm doing this in a Workflow) (summarized a bit here)

 

IF  FUND_Name = "DR" AND Appeal_Campaign__r.Name Starts with "PAWSTR" then the value should be 3

ELSE

IF FUND_Name = "DF", then the value should be 2

ELSE

IF FUND_Name = "DFF", then the value should be 2

ELSE

the value should be 99.

 

And here's what I was trying to get started:

IF
(AND(Fund__r.Name="DR",  Appeal_Campaign__r.Name  BEGINS("PawsitivelyStrong")),
3,99)

 

I thought I'd build on that, but I get Error: Syntax error. Found 'Appeal_Campaign__r.Name'

 

I sure do hope someone can help!

Thank you -

Sara

 

scottmcclungscottmcclung

Hi sara, here's what I would do:

 

IF( AND( Fund__r.Name = 'DR' ,  BEGINS( Appeal_Campaign__r.Name , 'PAWSTR' ) ) , 3 ,

 IF( OR ( Fund__r.Name = 'DF' , Fund__r.Name = 'DFF' ), 2 , 99 )

)

 

Hope that helps

Cheers!

Scott