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Rogerio Lara 2028
fetch opportunity name to a text field based on a picklist field value
Hello again, I was wondering what is the best way to copy the opportunity name in another formula text field based on the stage picklist field?
The formula text field will be only visible to administrators and this field is only to be used for specific report.
IF(ISPICKLIST(StageName, 'Prospecting', ........ ) I don't know how to finish this
Thank you,
Rog
The formula text field will be only visible to administrators and this field is only to be used for specific report.
IF(ISPICKLIST(StageName, 'Prospecting', ........ ) I don't know how to finish this
Thank you,
Rog
I think this wil work :
IF(ISPICKVAL(StageName,"Prospecting"), Name, '')
All Answers
I think this wil work :
IF(ISPICKVAL(StageName,"Prospecting"), Name, '')
Okay. Please forget the report just for a minute.
I have tried the below and the custom field is populating but isn't pulling the Opportunity name instead is adding "Name" as a simple text.
CASE( StageName,
"Prospecting", " Name ",
"")
Now, back to the report, I am trying to display side by side and opportunity under opportunity for (columns) opportunity at each sales stage. There is no way to achieve that directly from Salesforce. I've tried backeting, summary, matrix, joined report.
I've have tested the below and the idea works, but I can't get the opportunity name on the fields.
I have created 5 formula fields (read only for myself only).