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Bryn Leahy 18Bryn Leahy 18 

Pass through text formula if picklist criteria is met

I have a formula text field that looks up the Account_Owner_Role__c (text) from the Account record. 

I now need the formula to populate only if a text field on the Account contains "Hunter" 

This is what I've tried:

IF(
OR(
TEXT(Sales_Role__c)='Hunter - 1',
TEXT(Sales_Role__c)='Hunter - 2',
TEXT(Sales_Role__c)='Manager - Hunter 1')
),
Account_Owner_Role__c
))

 

Best Answer chosen by Bryn Leahy 18
Abdul KhatriAbdul Khatri
Hi Bryn,

Please try below
IF( CONTAINS( Sales_Role__c, 'Hunter') , Account_Owner_Role__c, '')

 

All Answers

Abdul KhatriAbdul Khatri
Hi Bryn,

Please try below
IF( CONTAINS( Sales_Role__c, 'Hunter') , Account_Owner_Role__c, '')

 
This was selected as the best answer
ravi soniravi soni
hi Bryn,
you need to try below rule.
IF( CONTAINS( Sales_Role__c, 'Hunter') , Account_Owner_Role__c, '')
don't forget to mark it as best answer.
Thank you
Abdul KhatriAbdul Khatri
Hi Bryn,

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