• greg777
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I need to create a formula into the opportunity field which populates based on selected subject and end date. For ex.
Enter date in the close date field when the following conditions are met:
CLOSE DATE = CPAP PURCHASE AND END DATE
I trying to setup a validation rule so it forces the users to only select from the picklist and not type in whatever they want. Here is what I have so far but it gives me an error.

CASE(Subject,
"CPAP Trial", "CPAP Trial",
"Pressure Change", "Pressure Change",
"Mask adjustment", "Mask Adjustment",
"Equipment Adjustment", "Equipment Adjustment",
"CPAP Purchase", "CPAP Purchase",
"Supplies", "Supplies"
"APAP Trial", "APAP Trial",
"APAP-CPAP", "APAP-CPAP",
"Download", "Download",
"Other", "Other"
"Call", "Call"
"Email", "Email"
"Meeting", "Meeting"
"Send Letter/Quote", Send Letter/Quote"
"None")

Error Message:
"Please select items from picklist"
I need help with the below. I am trying to have 3 separate OR conditions that return a different result into a custom field. Hopefully the below explains it.

IF(
OR(
ISPICKVAL(Purchase_Type__c , "CPAP" ) , CASE(Benefit_Code__c, "REG", 780, "ODS", 1040, "OWP", 1040, 0))
OR(
ISPICKVAL(Purchase_Type__c , "COMP" ) , CASE(Benefit_Code__c, "REG", 109.50, "ODS", 146, "OWP", 146, 0))
OR(
ISPICKVAL(Purchase_Type__c , "COMP-P" ) , CASE(Benefit_Code__c, "REG", 322.50, "ODS", 430, "OWP", 430, 0))
)
  • September 30, 2008
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  • 0
I ended up just creating a new object called clinical notes and related that object to the account and opportunities.
I am trying to pull products they purchased under that opportunity and populate in my new object.
Ex. Opportunity Name: "John Johnson"
Opportunity Products: "CPAP Unit", "CPAP Mask"

I ended up just creating a new object called clinical notes and related that object to the account and opportunities.
Another question...I am trying to pull field data into this new custom object using a formula.  Ex. I have a patient record using a certain prescription noted on the Account object. This prescription field is selected from a picklist. Here is my formula that gives me an error saying I a missing a ")" Any advice?

CASE( Client_Name__r.CPAP_Pressure__c ,
5 cm H2O, "5 cm H2O" ,
6 cm H2O, "6 cm H2O" ,
7 cm H2O, "7 cm H2O" ,
8 cm H2O, "8 cm H2O",
9 cm H2O, "9 cm H2O",
10 cm H2O, "10 cm H2O",
11 cm H2O, "11 cm H2O",
12 cm H2O, "12 cm H2O",
13 cm H2O, "13 cm H2O",
14 cm H2O, "14 cm H2O",
15 cm H2O, "15 cm H2O",
16 cm H2O, "16 cm H2O",
"None")
I trying to setup a validation rule so it forces the users to only select from the picklist and not type in whatever they want. Here is what I have so far but it gives me an error.

CASE(Subject,
"CPAP Trial", "CPAP Trial",
"Pressure Change", "Pressure Change",
"Mask adjustment", "Mask Adjustment",
"Equipment Adjustment", "Equipment Adjustment",
"CPAP Purchase", "CPAP Purchase",
"Supplies", "Supplies"
"APAP Trial", "APAP Trial",
"APAP-CPAP", "APAP-CPAP",
"Download", "Download",
"Other", "Other"
"Call", "Call"
"Email", "Email"
"Meeting", "Meeting"
"Send Letter/Quote", Send Letter/Quote"
"None")

Error Message:
"Please select items from picklist"
I need help with the below. I am trying to have 3 separate OR conditions that return a different result into a custom field. Hopefully the below explains it.

IF(
OR(
ISPICKVAL(Purchase_Type__c , "CPAP" ) , CASE(Benefit_Code__c, "REG", 780, "ODS", 1040, "OWP", 1040, 0))
OR(
ISPICKVAL(Purchase_Type__c , "COMP" ) , CASE(Benefit_Code__c, "REG", 109.50, "ODS", 146, "OWP", 146, 0))
OR(
ISPICKVAL(Purchase_Type__c , "COMP-P" ) , CASE(Benefit_Code__c, "REG", 322.50, "ODS", 430, "OWP", 430, 0))
)
  • September 30, 2008
  • Like
  • 0
I ended up just creating a new object called clinical notes and related that object to the account and opportunities.
I am trying to pull products they purchased under that opportunity and populate in my new object.
Ex. Opportunity Name: "John Johnson"
Opportunity Products: "CPAP Unit", "CPAP Mask"

I ended up just creating a new object called clinical notes and related that object to the account and opportunities.
Another question...I am trying to pull field data into this new custom object using a formula.  Ex. I have a patient record using a certain prescription noted on the Account object. This prescription field is selected from a picklist. Here is my formula that gives me an error saying I a missing a ")" Any advice?

CASE( Client_Name__r.CPAP_Pressure__c ,
5 cm H2O, "5 cm H2O" ,
6 cm H2O, "6 cm H2O" ,
7 cm H2O, "7 cm H2O" ,
8 cm H2O, "8 cm H2O",
9 cm H2O, "9 cm H2O",
10 cm H2O, "10 cm H2O",
11 cm H2O, "11 cm H2O",
12 cm H2O, "12 cm H2O",
13 cm H2O, "13 cm H2O",
14 cm H2O, "14 cm H2O",
15 cm H2O, "15 cm H2O",
16 cm H2O, "16 cm H2O",
"None")