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Kirsty BeyersKirsty Beyers 

Process Builder - how to set up a field value formula

Hi there

I have been in the process of setting up an opportunity field history custom object. The issue however is that when it comes to the 'immediate action' part, I am having issues with the 'set field values' formula for two of my fields.

The field in question is a picklist field type. It's very tricky to set up formulas here as the errors are only made known when you try to save it & doesn't say where your error is either!)

As I am new to the process builde, I set up my ISPICKVAL formula like I would for a validation rule:

 
ISPICKVAL([Opportunity].Objection_Status__c , "Awaiting AM/Customer Action"),1,0),
ISPICKVAL([Opportunity].Objection_Status__c , "Awaiting AM/Customer Feedback"),1,0),
ISPICKVAL([Opportunity].Objection_Status__c , "Awaiting LOA"),1,0),
ISPICKVAL([Opportunity].Objection_Status__c , "Closed"),1,0),
ISPICKVAL([Opportunity].Objection_Status__c , "Complete"),1,0),
ISPICKVAL([Opportunity].Objection_Status__c , "LOA Obtained - Objection Reason Request Sent"),1,0),
ISPICKVAL([Opportunity].Objection_Status__c , "Objection Actioned"),1,0),
ISPICKVAL([Opportunity].Objection_Status__c , "Objection Queried"),1,0),
ISPICKVAL([Opportunity].Objection_Status__c , "Objection Reason Request Sent"),1,0),
ISPICKVAL([Opportunity].Objection_Status__c , "Objection Upheld - CLPW"),1,0),
ISPICKVAL([Opportunity].Objection_Status__c , "OK for New Supplier to Re-apply"),1,0)

Any help would be appreciated.

TIA
Balayesu ChilakalapudiBalayesu Chilakalapudi
Try like this,
IF(TEXT([Opportunity].Objection_Status__c)=="Awaiting AM/Customer Action",1,0)

Let us know if it helps.