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Karla Pliego 3Karla Pliego 3 

Formula with Picklist values

I am unable to figure out how to build formulas for picklist values. For the following formula I want that if Loan type equals any of the following statuses VA, FHA and Conventional, and broker representation is SELLER or double sided and Lender company contact is blank, then the WF triggers. I've tried numerous combinations of the below, but it does not trigger. No errors in syntax, just does not work when the conditons are met. 

or( 
ISPICKVAL(Loan_Type__c, "VA"), 
ISPICKVAL(Loan_Type__c, "fha"), 
ISPICKVAL(Loan_Type__c, "conventional"), 
(ISBLANK(Lender_Company_Contact__c )), 
NOT(ISBLANK(Buyer_Selling_Agent__c)), 
NOT(ISBLANK(Listing_Agent__c )), 
OR( 

ISPICKVAL( rethink3__Broker_Representation__c, "SELLER"), 

ISPICKVAL( rethink3__Broker_Representation__c, "Double sided")))
Ashish DevAshish Dev
as per your statement following condition should be in AND
 
AND( 

ISPICKVAL( rethink3__Broker_Representation__c, "SELLER"), 

ISPICKVAL( rethink3__Broker_Representation__c, "Double sided")))

 
Arvind KumarArvind Kumar
Hi,

Use this,
AND
( 
Text(Loan_Type__c) <> null,
(ISBLANK(Lender_Company_Contact__c )), 
NOT(ISBLANK(Buyer_Selling_Agent__c)), 
NOT(ISBLANK(Listing_Agent__c )), 
OR( 

ISPICKVAL( rethink3__Broker_Representation__c, "SELLER"), 

ISPICKVAL( rethink3__Broker_Representation__c, "Double sided")
)
)


Thanks,

Arvind Kumar

Karla Pliego 3Karla Pliego 3
if I use loan type null, what if they select one of the picklist values under which this should not trigger? There are 5 values under loan type, only those 3 apply to trigger this rule. 
Arvind KumarArvind Kumar
Hi

Use below formula, It would be more helpful for you.
 
AND
(
OR( 
   ISPICKVAL(Loan_Type__c, "VA"), 
   ISPICKVAL(Loan_Type__c, "fha"), 
   ISPICKVAL(Loan_Type__c, "conventional")
  ), 
  (ISBLANK(Lender_Company_Contact__c )), 
  NOT(ISBLANK(Buyer_Selling_Agent__c)), 
  NOT(ISBLANK(Listing_Agent__c )), 
OR( 
  ISPICKVAL( rethink3__Broker_Representation__c, "SELLER"), 
  ISPICKVAL( rethink3__Broker_Representation__c, "Double sided")
  )
)


If you have any query,then contact me.

Thanks,

Arvind Kumar