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Custom Obect formula for checkbox based on a picklist
Greetings! I have created a custom object we use in conjunction with our standard opporunity object. The custom object has the opportunity related to it. I am trying to create a custom worklow to check a box on the custom object based on the related opporunity but am failing miserably. I would like the system to check the box in ths custom object if the related opportunity stage is equal to either “Closed Lost”, "Cancelled by Prospect", "Cancelled by GIS".
Here's what I thought would work:
Related_Opportunity__r.StageName ISPICKVAL(StageName, “Closed Lost”, "Cancelled by Prospect", "Cancelled by GIS")
Here's the error:
Error: Syntax error. Found 'Related_Opportunity__r.StageName'
Here are my API names:
Stage = StageName
Closet Lot =
Cancelled by Prospect = Cancelled by Prospect
Cancelled by GIS = Cancelled by GIS
Here's what I thought would work:
Related_Opportunity__r.StageName ISPICKVAL(StageName, “Closed Lost”, "Cancelled by Prospect", "Cancelled by GIS")
Here's the error:
Error: Syntax error. Found 'Related_Opportunity__r.StageName'
Here are my API names:
Stage = StageName
Closet Lot =
Cancelled by Prospect = Cancelled by Prospect
Cancelled by GIS = Cancelled by GIS
ISPICKVAL(StageName, “Closed Lost”) ||
ISPICKVAL(StageName, “Cancelled by Prospect”) ||
ISPICKVAL(StageName, “Cancelled by GIS”) ||