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sudhirn@merunetworks.com
Formula not firing
Hi,
Below is the formula written which has no error but this is not working when values are changed in forecast category name please suggest me what is the issue with the formula field.
Thanks
Sudhir
Below is the formula written which has no error but this is not working when values are changed in forecast category name please suggest me what is the issue with the formula field.
AND( ISCHANGED(ForecastCategoryName), OR( AND( PRIORVALUE(ForecastCategoryName) = 'Pipeline', ISPICKVAL(ForecastCategoryName,'Best Case') ), AND( PRIORVALUE(ForecastCategoryName) = 'Pipeline', ISPICKVAL(ForecastCategoryName,'Commit') ), AND( PRIORVALUE(ForecastCategoryName) = 'Best Case', ISPICKVAL(ForecastCategoryName,'Pipeline') ), AND( PRIORVALUE(ForecastCategoryName) = 'Commit', ISPICKVAL(ForecastCategoryName,'Pipeline') ) ) )
Thanks
Sudhir
Since you are using picklist you should try using ISPICKVAL. Try changing your Rule as
AND(
ISCHANGED(ForecastCategoryName),
OR(
AND(ISPICKVAL(PRIORVALUE(ForecastCategoryName),'Pipeline'),
ISPICKVAL(ForecastCategoryName,'Best Case')
),
AND(ISPICKVAL(PRIORVALUE(ForecastCategoryName) ,'Pipeline'),
ISPICKVAL(ForecastCategoryName,'Commit')
),
AND(ISPICKVAL(PRIORVALUE(ForecastCategoryName) ,'Best Case'),
ISPICKVAL(ForecastCategoryName,'Pipeline')
),
AND(ISPICKVAL(PRIORVALUE(ForecastCategoryName) , 'Commit'),
ISPICKVAL(ForecastCategoryName,'Pipeline')
)
)
)
Refer to the PriorValue function in the link given below for more details
https://help.salesforce.com/htviewhelpdoc?err=1&id=customize_functions_i_z.htm&siteLang=en_US
Thanks!
Arati