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)
Hi Taufique Ahmed,
One thing to be aware of when using a 'related' formula on a one-to-many relationship like accounts-to-opportunities is that you cannot predict which opportunity it is going to retrieve the value from. If you have multiple opportunities related to an account and it is possible that the pr_renewal field will have different values across those opportunities, then this formula will produce unexpected results.
A more sound solution in this scenario is to have a BPM definition push a value up to a field on the parent account when there is a pr_renewal opportunity opened, and then base your Sugar Logic formula off that field.
Chris
Hi Taufique Ahmed,
One thing to be aware of when using a 'related' formula on a one-to-many relationship like accounts-to-opportunities is that you cannot predict which opportunity it is going to retrieve the value from. If you have multiple opportunities related to an account and it is possible that the pr_renewal field will have different values across those opportunities, then this formula will produce unexpected results.
A more sound solution in this scenario is to have a BPM definition push a value up to a field on the parent account when there is a pr_renewal opportunity opened, and then base your Sugar Logic formula off that field.
Chris
Thank you, understood 
Luckily in this example, its a one relationship (a vehicle only has 1 related opp)
