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nksf
Multiple If conditions with And OR formula field
I am trying to create a formula field but reaching the character limit. Here is my formula below. As you see I am repeating same criteria with multiple IF Conditions. I believe we can reduce the characters if we apply AND/OR. Can someone please help me with this?
Formula:
IF(
AND(DoNotCall = False,
ISPICKVAL(Status__c, "Active"),
Owner.UserRole.Name = "MI Inside Sales Manager",
(NOT ISBLANK(TEXT(Origination_Volume_Ranking__c)) || NOT ISBLANK(TEXT(Submitter_Volume_Ranking__c))),
(How_are_the_retail_decisions_made__c = "Best Ex Inefficient" || How_are_the_retail_decisions_made__c = "Service/Relationship"),
Centralized__c <> "Yes"), "30 Day IS MI Only",
IF(
AND(DoNotCall = False,
ISPICKVAL(Status__c, "Active"),
Owner.UserRole.Name = "MI Inside Sales Manager",
(NOT ISBLANK(TEXT(Origination_Volume_Ranking__c)) || NOT ISBLANK(TEXT(Submitter_Volume_Ranking__c))),
(How_are_the_retail_decisions_made__c = "Best Ex Inefficient" || How_are_the_retail_decisions_made__c = "Service/Relationship"),
Centralized__c = "Yes"), "30 Day IS MI-Title",
IF(
AND(DoNotCall = False,
ISPICKVAL(Status__c, "Active"),
Owner.UserRole.Name = "MI Inside Sales Manager",
(NOT ISBLANK(TEXT(Origination_Volume_Ranking__c)) || NOT ISBLANK(TEXT(Submitter_Volume_Ranking__c))),
How_are_the_retail_decisions_made__c = "Best Ex Efficient"), "60 Day IS",
IF(
AND(DoNotCall = False,
ISPICKVAL(Status__c, "Active"),
Owner.UserRole.Name = "MI Inside Sales Manager",
(ISBLANK(TEXT(Origination_Volume_Ranking__c)) || ISBLANK(TEXT(Submitter_Volume_Ranking__c))),
(ISPICKVAL(Job_function__c, "Executive") || ISPICKVAL(Job_function__c, "Manager") || ISPICKVAL(Job_function__c, "Branch Manager") || ISPICKVAL(Job_function__c, "Regional Manager") || ISPICKVAL(Job_function__c, "Trainer"))), "90 Day IS",
""))))
Formula:
IF(
AND(DoNotCall = False,
ISPICKVAL(Status__c, "Active"),
Owner.UserRole.Name = "MI Inside Sales Manager",
(NOT ISBLANK(TEXT(Origination_Volume_Ranking__c)) || NOT ISBLANK(TEXT(Submitter_Volume_Ranking__c))),
(How_are_the_retail_decisions_made__c = "Best Ex Inefficient" || How_are_the_retail_decisions_made__c = "Service/Relationship"),
Centralized__c <> "Yes"), "30 Day IS MI Only",
IF(
AND(DoNotCall = False,
ISPICKVAL(Status__c, "Active"),
Owner.UserRole.Name = "MI Inside Sales Manager",
(NOT ISBLANK(TEXT(Origination_Volume_Ranking__c)) || NOT ISBLANK(TEXT(Submitter_Volume_Ranking__c))),
(How_are_the_retail_decisions_made__c = "Best Ex Inefficient" || How_are_the_retail_decisions_made__c = "Service/Relationship"),
Centralized__c = "Yes"), "30 Day IS MI-Title",
IF(
AND(DoNotCall = False,
ISPICKVAL(Status__c, "Active"),
Owner.UserRole.Name = "MI Inside Sales Manager",
(NOT ISBLANK(TEXT(Origination_Volume_Ranking__c)) || NOT ISBLANK(TEXT(Submitter_Volume_Ranking__c))),
How_are_the_retail_decisions_made__c = "Best Ex Efficient"), "60 Day IS",
IF(
AND(DoNotCall = False,
ISPICKVAL(Status__c, "Active"),
Owner.UserRole.Name = "MI Inside Sales Manager",
(ISBLANK(TEXT(Origination_Volume_Ranking__c)) || ISBLANK(TEXT(Submitter_Volume_Ranking__c))),
(ISPICKVAL(Job_function__c, "Executive") || ISPICKVAL(Job_function__c, "Manager") || ISPICKVAL(Job_function__c, "Branch Manager") || ISPICKVAL(Job_function__c, "Regional Manager") || ISPICKVAL(Job_function__c, "Trainer"))), "90 Day IS",
""))))
try this following formula let me know if it's works and close your query by marking it as best.
Thank You