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Can I force a field to update based on a formula field?
Here is the scenario:
- I have a custom object with multiple records types.
- Currently, I have a formula field, "Total Enrollment", based on the type of record;
If record type A, field1 * field2,
If record type B, field3 + field4 + field 5,
If record type C, field1 * field5,
etc
- "Commission" is formula is based on the type of record;
If record type A, "Total Enrollment" * field2 * 25%,
If record type B, (field3 + field4 + field 5) * 15%,
If record type C, "Total Enrollment" * 10%,
etc
- "Annual Revenue" is formula is based on the type of record;
If record type A, "Commission" + field8,
If record type B, field15 - field13,
If record type C, "Commission" + 10000,
etc
- I added an addtional record type, Z so I need to update the formulas for all 3 fields
- Now, the "Annual Revenue" formula won't compile because it's too big.
Ideally:
- When a record is created or updated:
a formula for that record type calculates and updates the "Total Enrollment" field with the end result
a formula for that record type calculates and updates the "Commission" field with the end result
a formula for that record type calculates and updates the "Annual Revenue" field with the end result
- Effectively, I'd have 3 formula fields for each record type instead of one massive formula that checks which record type it is.
Additional problem:
- They've been adding record type Z already, so I need to go back and update the formulas on those records.
Please let me know if
Any suggestions or ideas?
Are you looking to do this with a Workflow Rule with a Field update, or straight Formula Fields?
I tried straight formulas and they're too big.
That's why I was thinking workflow.
Okay this is gonna be a tougher nut to crack than I thought...
Lemme give it a try on my Dev.SFDC.org (this might take a while)
PS. If I get this you owe me a beer
PPS. I drink these -> http://beeradvocate.com/beer/profile/863/7971/