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Formula for Account or Opportunity and RecordType Name
Hi all,
Looking for the formula to insert a value when either an account or opportunity name and record type name are selected.
I was able to create a formula to insert an account name and the record type name separated with a -
Account.Name + ' - ' + $RecordType.Name
The result example is: ACME - Exterior Multichannel
However, now I want to enter an Opportunity into the formula and depending on which object this formula is pulling it from, Account or Opportunity, it should select the record type.
This is my attempt in creating the formula but isn't working do to the incorrect synatx:
(Account.Name + ' - ' + $RecordType.Name)||
(OpportunityName + ' - ' + $RecordType.Name)
Thank you in advance :)
Thanks!
Have you tried to use CASE (...) function? I think that this'd solve your problem :)
Regards
IF(NOT(ISBLANK(Account.Name)),
(Account.Name + ' - ' + $RecordType.Name),
IF(NOT(ISBLANK(Opportunity.Name)),
(OpportunityName + ' - ' + $RecordType.Name),
"default name when no account or opp"
)
)