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Freida LindseyFreida Lindsey 

Formula help needed

I am trying to build an advanced formula field that will calculate a total from some pick list fields I have on my lead page in a sandbox, I have 4 controlling pick list fields with 6 possible choices in each and each of them has a dependent pick list field with a scale of 5 - 0 points that defaults based on the choice in the controlling field associated with it.  The associated dependent pick list field is the one I need to use to add together to get the total.  Any help would be appreciated.

Screen shot of lead pageNameType                                         
Capability Match with Needs (Controlling)            
Capability Match Likert scale (Dependent)             
Timeline/Pricing Likert scale   (Dependent)           
Timeline/Pricing Expectations (Controlling)             
Clarity of request Likert scale  (Dependent)            
Clarity of Request  (Controlling)                           
Funding Info Likert Scale (Dependent)                   
Funding Information  (Controlling)                          
Best Answer chosen by Freida Lindsey
Sagar PatilSagar Patil
If your issue get resolved then kindly make this question closed by selecting the best answer. It will helps other to refer for similar kind of requirements. :)

All Answers

Sagar PatilSagar Patil
Hi Freida,

1. Create formula field and choose data type as Number
2. Try below formula,
   
    Case( 
            Text(API Name of Capability Match Likert scale), 
            "0 pts", 0, 
            "1 pts", 1, 
            "2 pts", 2, 
            "3 pts", 3, 
            "4 pts", 4, 
            "5 pts", 5, 
             0
         )+ 
    Case( 
           Text(API Name of Timeline/Pricing Likert scale), 
           "0 pts", 0, 
           "1 pts", 1,
           "2 pts", 2,
           "3 pts", 3,
           "4 pts", 4,
           "5 pts", 5,
            0
        )+
    Case( 
            Text(API Name of Clarity of request Likert scale), 
             "0 pts", 0,
             "1 pts", 1,
             "2 pts", 2,
             "3 pts", 3,
             "4 pts", 4,
             "5 pts", 5,
​              0
         )+ 
    Case( 
           Text(API name of Funding Info Likert Scale), 
           "0 pts", 0,
           "1 pts", 1,
           "2 pts", 2,
           "3 pts", 3,
           "4 pts", 4,
           "5 pts", 5,
​            0
       )

Kindly mark this answer as best answer if it solves your problem.

Note: Kindly use API name of picklist fields and their values.

Regards,
Sagar
 
Pradeep SinghPradeep Singh
Hi, use below formula :-
VALUE(TEXT(Capability Match Likert scale)) + VALUE(TEXT(Timeline/Pricing Likert scale)) + VALUE(TEXT(Clarity of request Likert scale)) + VALUE(TEXT(Funding Info Likert Scale))

If this solves your issue, please mark it as best answer or solved
Freida LindseyFreida Lindsey
Thank you so much, this worked perfectly!
Sagar PatilSagar Patil
If your issue get resolved then kindly make this question closed by selecting the best answer. It will helps other to refer for similar kind of requirements. :)
This was selected as the best answer