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Update checkbox through calculated value based on fields in a related module

S Vickers

Hi There,

I am trying to get a checkbox in the accounts module (out_of_service) to show as checked if the cases module type is equal to "Out of Service" and the status is not "closed" using the calculated values in studio. I have tried the below but it is not working:

ifElse(and(equal(related($cases,"type"),"Out of Service"),not(equal(related($cases,"status"),"Closed"))),true,false)

Any suggestions would be greatly appreciated

Thanks in advance

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  • 0

    Hello, Do you need this to be a calculated value? I'd probably use via Workflows or Advanced Workflows (Process Author) to control the checkbox. Let me know if you'd like more info.

    Best regards,

    Jill

  • 0 in reply to Jill Shaheen

    Hi Jill,

    Thank you for your reply. I could definitely use process author if there is no calculated value way, I just thought it might be possible and cleaner that way.

    Thank you again

    Best Regards,

    SV

  • 0 in reply to S Vickers

    Hi SV,

    It's true, calculated fields are pretty slick - I tested your logic and it successfully executes for me. Try these troubleshooting steps:

    • Admin > Repair > Rebuild Sugar Logic Functions
    • Admin > Repair > Quick Repair & Rebuild
    • Edit and re-save a Case record that meets the stated criteria
    • Confirm the spelling and case of the fields in your formula match the fields in the system
    • Select a list of accounts and choose Recalculate Values from the actions menu
  • 0 in reply to Jill Shaheen

    Hi Jill,

    You are correct, that has sorted it out. I am so sorry for taking up your time. Thank you very much for your guidance.

    Best Regards,

    SV

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