Based On Conditions populate value In calculated field

ifElse(
or(
equal(related($accounts,"account_type"),"Reseller"),
equal(related($accounts,"account_type"),"Investor"),
),
related($accounts,"name"),
"nope!"
)

i want to populate account name if the 2 conditions are true but its not getting account name by default it is getting nope!

is this formula correct or do i need to change something in formula.

And if i want to add this field in quoted line items

is it work or not ??

hats Francesca Shiekh Alex Nassi

Parents

0 Francesca Shiekh over 3 years ago

Make sure that "Reseller" and "Investor" are exactly the strings you have in your dropdown keys, not the values. In other words, the they need to be what you have in the database, not the label you display to your users. also you have an extra comma after the "Investor" closed bracket. I wonder if that is a problem.
Francesca
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0 Ashish Roshan over 3 years ago in reply to Francesca Shiekh

Thanks For Reply Francesca Shiekh
I have done the same thing what you have said those fields are not labels and if i removed the extra comma still it is getting the default value as nope!. If above conditions are correct then only account name should populate but it is by default getting nope!
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0 Francesca Shiekh over 3 years ago in reply to Ashish Roshan

I am sorry to hear it's not working for you.

I just re-read your comment and you said you want to add the field to Quoted Line Items. Perhaps that is the problem? I don't think QLI is directly related to Accounts.

The Quoted Line Item will be related to the Quote which is related to the account... but if $accounts is a valid field it shouldn't even let you put it in there I would think....
It would not save the formula at all if the syntax was wrong, so I'm puzzled.
FrancescaS
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0 Francesca Shiekh over 3 years ago in reply to Ashish Roshan

I am sorry to hear it's not working for you.

I just re-read your comment and you said you want to add the field to Quoted Line Items. Perhaps that is the problem? I don't think QLI is directly related to Accounts.

The Quoted Line Item will be related to the Quote which is related to the account... but if $accounts is a valid field it shouldn't even let you put it in there I would think....
It would not save the formula at all if the syntax was wrong, so I'm puzzled.
FrancescaS
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