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Enterprise & Sell Answers & Best Practices Help pinpointing proper formula

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Help pinpointing proper formula

Jake Ashley over 5 years ago

Is it possible to create a field with a formula that populates based on which of 2 related fields has a value?

I can't seem to get anything to work and need some guidance.

For example:

ifElse(related($opportunities_contacts_1,"name"),related($accounts_contacts_1,"name"))

Thanks in advance.

Parents

0 Patrick McQueen over 5 years ago

Hi Jake Ashley,
Something like this might work based on what you described:
ifElse(not(equal(related($opportunities,"name"),"")),related($opportunities,"name"),ifElse(not(equal(related($accounts,"name"),"")),related($accounts,"name"),""))
I hope this helps!
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0 Patrick McQueen over 5 years ago

Hi Jake Ashley,
Something like this might work based on what you described:
ifElse(not(equal(related($opportunities,"name"),"")),related($opportunities,"name"),ifElse(not(equal(related($accounts,"name"),"")),related($accounts,"name"),""))
I hope this helps!
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0 Jake Ashley over 5 years ago in reply to Patrick McQueen

This was exactly it! Thank you for the guidance Patrick McQueen
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