• Columba1400
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Hi folks,

 

I've got a custom object which has seven different record types, whose names are exactly as follows:

 

Child assessment

Child 8-session evaluation

Child final evaluation

Parent assessment

Parent evaluation

School assessment

School evaluation

 

These can obviously be split into three broad categories - Child, Parent and School, and I'm wanting to create a custom formula field which will do just that for reporting, but I'm struggling on the syntax of the nested IF/OR statements, using record type IDs for each of these.

 

The formula I've gone with so far is:

 

=IF

  (OR

     (Record Type = "Parent assessment", "Parent evaluation"),"parent",

        (IF

           (OR(Record Type = "School assessment", "School evaluation"),"School"),"child))

 

 

I'm typing this out from memory so I may have missed out a parenthesis or two, that's not a big deal, but when I plugged this into my formula editor, it basically said that it was expecting a boolean, which I assume is relating to my record type names.  I couldn't work out where to find my record type ID numbers, else I'd have used them instead of the record type names.

 

Any thoughts?

 

Many thanks,
Charlotte