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Nickodemus Formula to check existance of a record
Hi All,
Is it possible to write a formula that will check if the value of a certain custom field exists?
For example - i have a custom object called 'Codes', which is a 'detail' object of the 'Contact' Master. Each contact can have multiple Code records. And each Code has to be unique by name.
I want to upload a CSV which will insert records, but i only want it to insert if the Code for a record matches any of the Codes in the name of the Code object.
Thanks,
nick
Is it possible to write a formula that will check if the value of a certain custom field exists?
For example - i have a custom object called 'Codes', which is a 'detail' object of the 'Contact' Master. Each contact can have multiple Code records. And each Code has to be unique by name.
I want to upload a CSV which will insert records, but i only want it to insert if the Code for a record matches any of the Codes in the name of the Code object.
Thanks,
nick
First of all you need to compare values here, you need to create a Workflow Rule that evaluates the two custom Text fields that you want to compare.
1 School_District_Number__c = District_ID__c
Then you need to create a Workflow Action (to be triggered when the above formula evaluates to TRUE)
In the Workflow Action(Field Update) specify the field you want to update (your custom checkbox) and the value you want to set the field to TRUE/FALSE.
Here's some more information on getting started with WFR's let me know if you need any help
https://na1.salesforce.com/help/doc/en/salesforce_workflow_cheatsheet.pdf
https://na1.salesforce.com/help/doc/en/salesforce_useful_workflow_rules.pdf
Please let me know if this helps
Best Regards
Naga Kiran