• Cali Ferrer
  • NEWBIE
  • 0 Points
  • Member since 2022

  • Chatter
    Feed
  • 0
    Best Answers
  • 1
    Likes Received
  • 0
    Likes Given
  • 2
    Questions
  • 4
    Replies
Hi,

I have a tricky requirement here where in on 1 case, there are multiple set of orders.

On Case, I have an custom picklist field named "PO_status__c" and on Order I have an custom picklist field name "SO_status__c".

"PO_status__c" picklist consist of;
1. New
2. Open
3. Closed

"SO_status__c" picklist consist of;
1. New
2. Open
3. Order Processing
4. Booked
5. Cancelled

Criteria is, PO Status should auto-update depending on the related SO Status:

1. PO status should be "New" if,
- All SO Status are "New"
 
2. PO status should be "Open" if,
All SO Status are "Order Processing"
All SO Status is are "Booked"
Combination of SO status with have
"New",
"Order Processing",
"Booked"
 
3. PO status should be "Closed" if, 
All SO Status are "Cancelled"

May I know what is the step by step order of the needed elements & element conditions on flow to achieve this requirement?

TYIA!
Hi,

Can you please help me what formula will need to use to get field value depending on which field been populated?

I have 2 custom fields:
1. Original Pick
2. Revised Pick

Then, I created formula field "Final_Pick__c". This formula field have a condition of if Original Pick is populated, value should be "Original Pick". Else, value should be Revised Pick.

TYIA!
Hi,

Can you please help me what formula will need to use to get field value depending on which field been populated?

I have 2 custom fields:
1. Original Pick
2. Revised Pick

Then, I created formula field "Final_Pick__c". This formula field have a condition of if Original Pick is populated, value should be "Original Pick". Else, value should be Revised Pick.

TYIA!
Hi,

I have a tricky requirement here where in on 1 case, there are multiple set of orders.

On Case, I have an custom picklist field named "PO_status__c" and on Order I have an custom picklist field name "SO_status__c".

"PO_status__c" picklist consist of;
1. New
2. Open
3. Closed

"SO_status__c" picklist consist of;
1. New
2. Open
3. Order Processing
4. Booked
5. Cancelled

Criteria is, PO Status should auto-update depending on the related SO Status:

1. PO status should be "New" if,
- All SO Status are "New"
 
2. PO status should be "Open" if,
All SO Status are "Order Processing"
All SO Status is are "Booked"
Combination of SO status with have
"New",
"Order Processing",
"Booked"
 
3. PO status should be "Closed" if, 
All SO Status are "Cancelled"

May I know what is the step by step order of the needed elements & element conditions on flow to achieve this requirement?

TYIA!
Hi,

Can you please help me what formula will need to use to get field value depending on which field been populated?

I have 2 custom fields:
1. Original Pick
2. Revised Pick

Then, I created formula field "Final_Pick__c". This formula field have a condition of if Original Pick is populated, value should be "Original Pick". Else, value should be Revised Pick.

TYIA!