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John Collier
select a picklist value based on an numeric amount field
We would like to use our first Process Builder to automatically complete certain fields to save the user's time as well as get better accuracy in NPSP SF for creating a new Opportunity and based on an Opportunity Type. We have Member Levels based on the Payment Amount to automatically record into a Member Level field. I have used Help trying to find the right formula in Process Builder to do this but get an error when it finds <.
One help topic suggested I may not be able to do this in Process Builder but here is my logic I've developed. I also assumed that going through each step would return the right Member Level without having to do a range of >= && <. on each Member Level picklist value.
IF([Opportunity].npe01__Payments_Made__c >= 35, [Opportunity].npe01__Member_Level__c = "Individual",
IF([Opportunity].npe01__Payments_Made__c >= 60,
[Opportunity].npe01__Member_Level__c ="Family",
IF([Opportunity].npe01__Payments_Made__c >= 100,
[Opportunity].npe01__Member_Level__c ="Supporter",
IF([Opportunity].npe01__Payments_Made__c >= 150,
[Opportunity].npe01__Member_Level__c ="Sustainer",
IF([Opportunity].npe01__Payments_Made__c >= 300,
[Opportunity].npe01__Member_Level__c ="Patron",
IF([Opportunity].npe01__Payments_Made__c >= 500,
[Opportunity].npe01__Member_Level__c ="Benefactor",
IF([Opportunity].npe01__Payments_Made__c >= 5000,
[Opportunity].npe01__Member_Level__c =" Lifetime $5000",
null)) ) ) ) ) )
One help topic suggested I may not be able to do this in Process Builder but here is my logic I've developed. I also assumed that going through each step would return the right Member Level without having to do a range of >= && <. on each Member Level picklist value.
IF([Opportunity].npe01__Payments_Made__c >= 35, [Opportunity].npe01__Member_Level__c = "Individual",
IF([Opportunity].npe01__Payments_Made__c >= 60,
[Opportunity].npe01__Member_Level__c ="Family",
IF([Opportunity].npe01__Payments_Made__c >= 100,
[Opportunity].npe01__Member_Level__c ="Supporter",
IF([Opportunity].npe01__Payments_Made__c >= 150,
[Opportunity].npe01__Member_Level__c ="Sustainer",
IF([Opportunity].npe01__Payments_Made__c >= 300,
[Opportunity].npe01__Member_Level__c ="Patron",
IF([Opportunity].npe01__Payments_Made__c >= 500,
[Opportunity].npe01__Member_Level__c ="Benefactor",
IF([Opportunity].npe01__Payments_Made__c >= 5000,
[Opportunity].npe01__Member_Level__c =" Lifetime $5000",
null)) ) ) ) ) )
All Answers
Let me know if ths works for you
I made the Process at least activate and work with one problem:
I need to make the Member Level work for a range of values as in this logic, anything over $35, returns "Individual"; I think I need to apply a logical range but keep getting < as an error when saving
IF([Opportunity].npe01__Payments_Made__c >= 35 && <60, "Individual",
IF([Opportunity].npe01__Payments_Made__c >= 60 && < 100, "Family",
IF([Opportunity].npe01__Payments_Made__c >= 100 && < 150,"Supporter",
IF([Opportunity].npe01__Payments_Made__c >= 150 && <300, "Sustainer",
IF([Opportunity].npe01__Payments_Made__c >= 300 && <500, "Patron",
IF([Opportunity].npe01__Payments_Made__c >= 500 && <5000, "Benefactor",
IF([Opportunity].npe01__Payments_Made__c >= 5000, "Lifetime $5000",null)) ) ) ) ) )
Thanks for the help...and the very quck replies.