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Validation Rule - Populate Text if field is blank
I was trying to use the BLANKVALUE formula to populate the Opportunity Name in a custom text field if the field is currently blank. I don't know if I need to create an IF formula at same time since if field is not blank, then ignore.
Every time I create formula I get syntax error.
Here's how far I got
BLANKVALUE (Custom_Text_Field_c, Name)
Unfortunately, I'm no further ahead. The formula in Excel would be:
IF(FieldName1="",Name,"")
In other words, if the fieldname1 field is populated, leave as is. However, if blank, populate with Opportunity Name Text.
I just am unclear on how to do in SFDC.
First of all, this kind of thing would be done either in a formula field or in a workflow rule, not in a validation rule. Validation rules just generate errors, they do not set field values.
Other than that, the Salesforce.com syntax is exactly the same as the Excel one: IF(test, value_if_true, value_if_false)
But rereading your original post, what you really want is a workflow with a field update.
Your workflow would be on Opportunity and the criteria would read:
MyField equals
(leave that last field blank)
Then add a field update, and update the MyField field to Name (where Name is the name of the field you want the data to come from).