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RivoRivo 

Formula to Compare two fields and return a value

I think I might be suffering with cabin fever, so there's nothing left to do but to consult the Oracles.....

 

Basically I have custom object that contains an Account Lookup field as well as contact lookup field. I would like to create a formula field that compares the the CustomObject.AccountId with the Contact.AccountId field and return a value i.e. Matched or Mismatched.

 

This will then be used to report and thus a user action taken in the event of a user changing the contact changing Contact.AccountId

 

Help! 

 

Steve :-/Steve :-/

Have you tried something like this?

 

IF(CustomObject.AccountId = CustomObject.Contact.AccountId, "Match","Mismatch")

or if you want to make sure they match you can just create a Validation Rule like this

 

CustomObject.AccountId <> CustomObject.Contact.AccountId

 

 

 

RivoRivo

Hi Steve,

 

Many thanks for this.....I have a minor issue with my formula field and the following:

 

IF( Account__c  =  Contact__r.Account.Name, "Matched", "Unmatched")

*************************************************************************
Where Account__C is the Account Lookup field on the custom object

Contact__r.Account.Name is the Account field within the contact record

*************************************************************************

 

Regardless of whether the two values are equal or unequal, "Unmatched" is always displayed in the field.

 

Huh??

Steve :-/Steve :-/

Try using this formula  

 

IF(Account__r.Id = Contact__r.Account.Id,"Account Match","Account Mismatch")

What is the relationship between each of the objects?  Master-Detail, or Lookup? 

 

 

 

RivoRivo

Standard Lookup field.....

 

I think I might know what's coming!!!

Steve :-/Steve :-/

Well if you guessed "You owe me a beer!" then you'd be right. 

http://beeradvocate.com/beer/profile/863/7971