function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
JaxBeachJaxBeach 

Cross Object Formula Field referencing a checkbox

I have a checkbox on the Account object called Key Account.  I would like to create a cross object formula field on the Opportunity page that evaluates this checkbox and if it is a key account returns a "yes" and if not checked returns a value of "no"

 

I found a formula for evaluating a checkbox but when I try to use it in a cross object I get syntax errors.

 

The format for a custom formula field that evaluates whether or not a checkbox field is checked is:
IF({!CheckboxField}, value_if_true, value_if_false)
It is not necessary to use the "Equal" or "Not Equal" operator within the formula.

 

I tried writing it as IF({! Key_Account__c}, "yes", "no")  but I don't know how to write it to show it is coming from the account object.  I tried Account__r.Key_Account__c, but that didnt' work.

 

Any help would be greatly appreciated.  Thanks.

Prady01Prady01

Hello there! 

IF( ParentObjectName__r. CheckboxField  <>  False, 'yes','no')

IF(Account__r.Key_Account__c <> False, 'YES', 'NO')

 The return type for this is text since, We getting back yes or no from the formula!

 

Thanks

Prady