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nelle3223
Formula Problem with both fields a picklist
Hello,
I have a formula and cannot seem to figure out the problem. I am wanting it to say: When the Stage (Picklist field) of the Opportunity equals Proposal in Development then Bid Defense Required field (Picklist field) needs to be updated.
Here is what i have so far:
AND(
ISPICKVAL(StageName, "Proposal in Development")),
ISPICKVAL( Bid_Defense_Required__c, "")
I have a formula and cannot seem to figure out the problem. I am wanting it to say: When the Stage (Picklist field) of the Opportunity equals Proposal in Development then Bid Defense Required field (Picklist field) needs to be updated.
Here is what i have so far:
AND(
ISPICKVAL(StageName, "Proposal in Development")),
ISPICKVAL( Bid_Defense_Required__c, "")
By what i see is that , you just added and AND condition , but no output is mentioned.
And also, by using a formula field you cannot update another field.
Take a look at this below,
https://developer.salesforce.com/page/An_Introduction_to_Formulas.
For your perfect use case, we should use a after insert , after update trigger on Opportunity record.
Another option would also be to use a Workflow field update, but that involves hardcoding to some value, which i would not encourage..
Trigger Solution :
trigger OpportunityTrigger on Opportunity (after insert,after update)
{
if(trigger.new[0].StageName != null && trigger.new[0].StageName == 'Proposal in Development')
{
trigger.new[0].Bid_Defense_Required__c = 'VALUE WHAT YOU WANT' ;
}
}
PLEASE SELECT THIS AS THE RIGHT ANSWER,IF YOU LIKE IT.
Thanks,
Rohit Alladi
Gotcha !!
In that case , the above should have worked ..else no problem try this way.
(ISPICKVAL(StageName, 'Proposal in Development')) &&
(ISPICKVAL( Bid_Defense_Required__c,''))
Try this out !!
Let me know , how it works.
Thanks,
Rohit Alladi
Try this
Can you please mark the answer as Resolved, it will help others as well.
Thanks in advance
Thanks,
Rohit Alladi