I have a custom object with a formula text field on it pulling from the master object. I have a picklist field and upon saving want to check that the picklist value chosen matches the formula text field (both sets of values are exactly the same) – with an error message to advise someone to amend their picklist value choice if they do not match… I am struggling with the syntax – can someone help?
[SalesForce] How to compare a formula field with a picklist in a Validation Rule
Related Solutions
First thing, which may have just been accidental when writing your question is that those custom fields should have two underscores in their name _ _ c.
Second, this should work for you.
IF(ISPICKVAL(Interview_Applicable__c, "Yes"),
TEXT(MONTH(Scheduled_Interview__c)) + "/" +
TEXT(DAY(Scheduled_Interview__c)) + "/" +
TEXT(YEAR(Scheduled_Interview__c)), "NA")
If the picklist value is 'yes' it converts the date field value into text and if it is 'no' any other value, you receive 'NA' as the result of the formula.
This formula is of the type Text
There's a few ways to write this. You'll need a logical condition test for the checkbox field rather than TEXT().
In this example, the AND() function is used to make sure all of those conditions are true. If they're all true, it displays "Yes", otherwise "NA".
IF (
AND(
ISPICKVAL( Lease_Lease_Assign_Applicable__c, "Yes" ),
Lease_Assignment_Received__c
),
"Yes",
"NA"
)
Update to address the comment: another IF statement is needed to evaluate the second condition.
IF (
ISPICKVAL( Lease_Lease_Assign_Applicable__c, "Yes" ),
IF ( Lease_Assignment_Received__c, "Yes", "No" ),
"NA"
)
Best Answer
I think this should do it for you: