You need to sign in to do that
Don't have an account?
Debbie Dockery
formula for multi picklist
I need to count the items selected in a multi-picklist. I started this formula but keep getting a syntax error. Can someone help?
CASE(
(IF(INCLUDES(Features_Contracted__c,"Call Handling – Talk Time"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Call Handling – Hold Time"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Call Handling – Call Consult"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Call Handling – Agent State Analysis"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – PBA"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – Dynamic Delivery"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – Quick Action Coaching"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – Enhanced Coaching"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – Anniversary Break"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – Birthday Break"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – Time-Based"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Early Events"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Late Events"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Flex Break"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Prescheduled Events"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – End of Shift"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – AUX Assistant"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Technical Assistant"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – AUX State Analysis"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – No Call/No Show"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Late/Sick"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Unauthorized Login"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Staffing – VTO"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Staffing - VOT"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Staffing – Intraday Flex"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Staffing – All Hands on Deck"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Reskilling – Skill Based"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Reskilling – Agent Prioritization"),1,0)+
IF(INCLUDES(Features_Contracted__c, "System Incident – Reporting/Escalation"),1,0)+
IF(INCLUDES(Features_Contracted__c, "System Incident - Alerts"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Back Office – Idle Time"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Back Office – Unproductive Apps"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Back Office – Handle Time"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Process Automation – Shift Start"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Process Automation – Compliance"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Process Automation – Call Flow"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Process Automation – After Call Notes"),1,0))
CASE(
(IF(INCLUDES(Features_Contracted__c,"Call Handling – Talk Time"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Call Handling – Hold Time"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Call Handling – Call Consult"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Call Handling – Agent State Analysis"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – PBA"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – Dynamic Delivery"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – Quick Action Coaching"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – Enhanced Coaching"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – Anniversary Break"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – Birthday Break"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Off-Phone Activities – Time-Based"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Early Events"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Late Events"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Flex Break"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Prescheduled Events"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – End of Shift"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – AUX Assistant"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Technical Assistant"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – AUX State Analysis"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – No Call/No Show"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Late/Sick"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Adherence – Unauthorized Login"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Staffing – VTO"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Staffing - VOT"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Staffing – Intraday Flex"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Staffing – All Hands on Deck"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Reskilling – Skill Based"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Reskilling – Agent Prioritization"),1,0)+
IF(INCLUDES(Features_Contracted__c, "System Incident – Reporting/Escalation"),1,0)+
IF(INCLUDES(Features_Contracted__c, "System Incident - Alerts"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Back Office – Idle Time"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Back Office – Unproductive Apps"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Back Office – Handle Time"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Process Automation – Shift Start"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Process Automation – Compliance"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Process Automation – Call Flow"),1,0)+
IF(INCLUDES(Features_Contracted__c, "Process Automation – After Call Notes"),1,0))
I dont see any issue except the Case statement at the starting of the formula. Can you remove it and try. I tried and its working as expected.
If possible I suggest to use the trigger logic rather than formula as the number of values increases you need to update the formula and we have restriction of formula compilation size as well. Please find the below post for the trigger logic similar.
Feel free to post your questions on the trigger logic or any outstanding questions on the formula .
https://salesforce.stackexchange.com/questions/20959/counting-multi-select-picklist-selections-in-a-formula
If this solution is helpful, please mark it as best answer.
Thanks,
All Answers
I dont see any issue except the Case statement at the starting of the formula. Can you remove it and try. I tried and its working as expected.
If possible I suggest to use the trigger logic rather than formula as the number of values increases you need to update the formula and we have restriction of formula compilation size as well. Please find the below post for the trigger logic similar.
Feel free to post your questions on the trigger logic or any outstanding questions on the formula .
https://salesforce.stackexchange.com/questions/20959/counting-multi-select-picklist-selections-in-a-formula
If this solution is helpful, please mark it as best answer.
Thanks,
Try Below Formula
There No Need To Use CASE Function In Formula Just Use IF Function Please Mark It As Best Answer If It Helps
Thank You!