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Soo Kim 16
Formula help is needed
Hi,
I need your help with the point calculation below. How do I modify the formula so that when StageName is
Discovery should be 1 Point,
Consensus 1.5,
Evluation 1.5,
Justification 1.5,
Negotiate 1.5 ,
Won 1.5.
Currently, it's defaulting points on above stages to 1.
Below formula is working great but needed add additional stages to 1.5 points.
IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost") && ISPICKVAL([Opportunity].Lost_Reason__c , "Duplicate Opp"), 0,
IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"<200"), 1,
IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost") &&
ISPICKVAL([Opportunity].Count__c , "200 - 999"),1.5,
IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"1000+") ,2,
IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"<200"), 1,
IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost") &&
ISPICKVAL([Opportunity].Count__c , "200 - 999"),1.5,
IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"1000+") ,2,
IF(AND(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" ),
!ISPICKVAL([Opportunity].Lost_Reason__c , "Duplicate Opp"),
ISPICKVAL([Opportunity].Count__c ,"")), 1,
0))))))))
I need your help with the point calculation below. How do I modify the formula so that when StageName is
Discovery should be 1 Point,
Consensus 1.5,
Evluation 1.5,
Justification 1.5,
Negotiate 1.5 ,
Won 1.5.
Currently, it's defaulting points on above stages to 1.
Below formula is working great but needed add additional stages to 1.5 points.
IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost") && ISPICKVAL([Opportunity].Lost_Reason__c , "Duplicate Opp"), 0,
IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"<200"), 1,
IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost") &&
ISPICKVAL([Opportunity].Count__c , "200 - 999"),1.5,
IF(ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"1000+") ,2,
IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"<200"), 1,
IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost") &&
ISPICKVAL([Opportunity].Count__c , "200 - 999"),1.5,
IF(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" )&&
ISPICKVAL([Opportunity].Count__c ,"1000+") ,2,
IF(AND(!ISPICKVAL([Opportunity].StageName , "7 Closed Lost" ),
!ISPICKVAL([Opportunity].Lost_Reason__c , "Duplicate Opp"),
ISPICKVAL([Opportunity].Count__c ,"")), 1,
0))))))))
Discovery
Consensus
Evluation
Justification
Negotiate
Won
Loss
If Loss is selected then following picklist is required:
Duplicate Opp
Other
Try below formula. if its not works let me know.
Hope this will helps you.
Thanks
karthik
The formula expression is invalid: Syntax error. Missing '='
Hope this will work now.
Thanks
karthik
Updated this formula.. i made a changes in 34th line Checking not null of Count__c picklist.
Hope this will help you
Thanks
karthik