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Lori_Lori_ 

Can I force a field to update based on a formula field?

Here is the scenario:

- I have a custom object with multiple records types.

- Currently, I have a formula field, "Total Enrollment", based on the type of record;

   If record type A, field1 * field2,

   If record type B, field3 + field4 + field 5,

   If record type C, field1 * field5,

   etc

- "Commission" is formula is based on the type of record;

   If record type A, "Total Enrollment" * field2 * 25%,

   If record type B, (field3 + field4 + field 5) * 15%,

   If record type C, "Total Enrollment" * 10%,

   etc

- "Annual Revenue" is formula is based on the type of record;

   If record type A, "Commission" + field8,

   If record type B, field15 - field13,

   If record type C, "Commission" + 10000,

   etc

- I added an addtional record type, Z so I need to update the formulas for all 3 fields

- Now, the "Annual Revenue" formula won't compile because it's too big.

 

Ideally:

- When a record is created or updated:

   a formula for that record type calculates and updates the "Total Enrollment" field with the end result

   a formula for that record type calculates and updates the "Commission" field with the end result

   a formula for that record type calculates and updates the "Annual Revenue" field with the end result

- Effectively, I'd have 3 formula fields for each record type instead of one massive formula that checks which record type it is.

 

Additional problem:

- They've been adding record type Z already, so I need to go back and update the formulas on those records.

 

Please let me know if

 

Any suggestions or ideas?

 

 

 

 

Steve :-/Steve :-/

Are you looking to do this with a Workflow Rule with a Field update, or straight Formula Fields? 

Lori_Lori_

I tried straight formulas and they're too big.

 

That's why I was thinking workflow.

Steve :-/Steve :-/

Okay this is gonna be a tougher nut to crack than I thought...  

Lemme give it a try on my Dev.SFDC.org (this might take a while)

 

PS.  If I get this you owe me a beer 

PPS.  I drink these -> http://beeradvocate.com/beer/profile/863/7971/