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sapthagiri_186 Having multi-picklist in formula field
Hi,
I got a requirement wherein if a user adds a new contact then certain fields of its respective account record's must get auto-saved. In this process, I have got a picklist and a multi-picklist in the account object and I am using formula fields to get them auto-saved. I could achieve this for picklist value however, I am not able to do the same for multi-picklist. So, could any know let me know if there is any other alternative to this.
Note : I am using Professional Edition
Regards
Hello,
Multi-picklist can be referred in formula fields but there are few constraints. Please refer following help link for details:
https://help.salesforce.com/apex/HTViewHelpDoc?id=tips_for_using_picklist_formula_fields.htm&language=en_US
Yes, multi-select picklist are supported in cross-object formula fields with only following functions:
INCLUDES
ISBLANK
ISNULL
ISCHANGED (Only in assignment rules, validation rules, workflow field updates, and workflow rules in which the evaluation criteria is set to Evaluate the rule when a record is: created, and every time it’s edited)
PRIORVALUE (Only in assignment rules, validation rules, workflow field updates, and workflow rules in which the evaluation criteria is set to Evaluate the rule when a record is: created, and every time it’s edited)
Thanx for the quick reply. I am using the following formula for picklist to have values from account auto populated into their respective fields in contact object, and this happens once the record is saved.
If(Text( Primary_Group__c) == '',Text( Account.Primary_Group__c),Text(Primary_Group__c))
Similarly, I have got another field, "Secondary Group", which in this instance is a multi-picklist. I tried using ISBLANK, but I did get a syntax error asking me to refer on how to use formula fields for multi-picklist fields.
Thanx again.
Hello,
I just tested and it is working for me. I created a multi-picklist multipick__c on Contact and included in a formula field on Accounts with return type text as:
IF(ISBLANK(Owner.Contact.multipick__c),'true','false')
I am using it in the following manner :
IF(ISBLANK(Secondary_Group__c), Account.Secondary_Group__c,Secondary_Group__c)
Here, "Secondary_Group__C is a multi-picklist, if it blank, then the value from its respective Account object (Account.Secondary_Group__c) must show up else not.
and I am getting the following error :
Error: Field Secondary_Group__c is a multi-select picklist field. Multi-select picklist fields are only supported in certain functions. Tell me more
Hi,
You have Secondary_Group__c field on Account object, on which object are you creating formula? You can not refer a field directly, without providing relationship in the formula field which is on another object.
I have Secondary_Group__c field both in "Account" and "Contact" objects and I am creating the formula field on "Contact" object
Okay, i think you are returning picklist value directly instead of the text. Try like:
IF(ISBLANK(Secondary_Group__c), Text(Account.Secondary_Group__c),Text(Secondary_Group__c))
If this doesn't work then change the field name on either object.
Strange, i would suggest you to log a case with support for investigation because it is working for me.