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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.
Hello there!
The return type for this is text since, We getting back yes or no from the formula!
Thanks
Prady
Thanks for this, I used this to solve my issue on this post: http://boards.developerforce.com/t5/Formulas-Validation-Rules/Help-with-a-formula-field-boolean-value-returning-text-value/m-p/572879/thread-id/17622/highlight/false#M17625
Chris