Apex Code Development You need to sign in to do that
Don't have an account?
JaxBeachDev How do I limit a field update to a certain record type?
Hi,
I have a formula that updates my opportunity name field
(Account.Name & " - " & TEXT(Category__c) &" - " & TEXT(Qty__c) & " - $"& TEXT(Amount))
This is the default for all opportunity names. It works great on direct sales.
For opps that go through distribution, the sales reps don't want to see the distributor name (account name field) in the opportunity name so I need to create a different formula for
If it is an indirect opportunity record types = $RecordType.Name = "Domestic Indirect"
Then
(End_User_Agency__c & " - " & TEXT(Category__c) &" - " & TEXT(Qty__c) & " - $"& TEXT(Amount))
if Not, then
(Account.Name & " - " & TEXT(Category__c) &" - " & TEXT(Qty__c) & " - $"& TEXT(Amount))
You have posted the answer already !!
I guess you are updating the opportunity name using workflow field update. If yes, try this:
IF( $RecordType.Name = 'Domestic Indirect',
End_User_Agency__c & " - " & TEXT(Category__c) &" - " & TEXT(Qty__c) & " - $"& TEXT(Amount),
Account.Name & " - " & TEXT(Category__c) &" - " & TEXT(Qty__c) & " - $"& TEXT(Amount)
)
Let me know whether this helped in solving the problem.
All Answers
You have posted the answer already !!
I guess you are updating the opportunity name using workflow field update. If yes, try this:
IF( $RecordType.Name = 'Domestic Indirect',
End_User_Agency__c & " - " & TEXT(Category__c) &" - " & TEXT(Qty__c) & " - $"& TEXT(Amount),
Account.Name & " - " & TEXT(Category__c) &" - " & TEXT(Qty__c) & " - $"& TEXT(Amount)
)
Let me know whether this helped in solving the problem.
Thanks it worked great - I knew what I wanted, just wasn't sure on the syntax. Thanks so much :-)
My pleasure buddy..