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Action button - configure - dependent on dropdown = no or blank

Taufique Ahmed

Hi all

Hoping this is a simple one for the experts!

My aim is to have an Action button appear if the dropdown = No or blank

I have tried a number of different variations, (blank, null, space) but cannot make the button appear 

this is a new dropdown so 99% of the records will have blank

I have tried using the "or" function but I get syntax errors (this is likely how I am writing the forumla)

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  • 0

    Hi All

    Thanks for all the help

    If possible for one more question

    I have been asked for this button to have 1 additional criteria, the related Opp is a renewal (we have a custom checkbox "pr_renewal" that identifies this)

    I have tried a few variations of the formula but this is not working 


    not(equal($pr_informal_extension_c, "Yes")) and related($opportunities, "pr_renewal", "equals", "true"))

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  • 0

    Hi All

    Thanks for all the help

    If possible for one more question

    I have been asked for this button to have 1 additional criteria, the related Opp is a renewal (we have a custom checkbox "pr_renewal" that identifies this)

    I have tried a few variations of the formula but this is not working 


    not(equal($pr_informal_extension_c, "Yes")) and related($opportunities, "pr_renewal", "equals", "true"))

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