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Julia RodriguezJulia Rodriguez 

Syntax for Text Formula for Picklist Value

Hello All,
I am hoping to get some expertise on this formula I have been trying to create.

Outcome needed: Formula Field that yields a Text Value of "Zone 1," Zone 2," "Zone 3" or "Zone 4." depending on Picklist Values selected by the user.
Data input from Picklist values Activity Type and Activity Stage:

Zone 1 = Activity type does not equal “Call”, “Zone 1”  (This indicates there have been no calls at all with the client but there could have been an email, meeting, webinar etc.)
Zone 2 = Activity Type = "Call", Activity_Stage__c  does not equal “Strategy”, “Strategy Review”, “Account Review,” “Zone 2” (This indicates there has been a call with the client but it is not a Strategy or Account Review Call)
Zone 3 = Activity Type = "Call", Activity_Stage__c = “Strategy” or “Strategy Review”, “Zone 3” (This indicates there has been a call regarding strategy)
Zone 4 = Activity Type = "Call", Activity_Stage__c = “Account Review Call”, “Zone 4” (This indicates there has been an Account Review Call)
 
Thank you for your time and assistance.
Julia
James LoghryJames Loghry
IF(
    TEXT(<Activity Type>) == "Call",
    "Zone 1",
    IF(
        AND(
            TEXT(<Activity Stage>) <> "Strategy" 
            ,TEXT(<Activity Stage>) <> "Strategy Review" 
            ,TEXT(<Activity Stage>) <> "Account Review"
            ,TEXT(<Activity Stage>) <> "Zone 2"
        ),
        "Zone 2",
        IF(
            OR(
                TEXT(<Activity Stage>) == "Strategy"
               ,TEXT(<Activity Stage>) == "Strategy Review"
               ,TEXT(<Activity Stage>) == "Zone 3"
            ),
            "Zone 3",
            IF(
                OR(
                    Text(<Activity Stage>) == "Account Review Call"
                    ,Text(<Activity Stage>) == "Zone 4"
                ),
                "Zone 4",
                ""
            )
        )
    )
)


Above is the formula created from looking at your question verbatim.  However, I think the the criteria for Zone 2 may be in correct.  In a nutshell, you can use the TEXT() function around a picklist value to convert it to text for comparison.  Also, you'll want to go through the example and not only replace it with the fields you need, but you should also take a good look to see if you can simplify it a bit.
 

Hope that helps.

Julia RodriguezJulia Rodriguez
Hi James,

Thank you for your assistance! After I put in the correct Field Names, I only had to change the first part of the code to <> Call for Zone 1.
This is awesome. Thank you so very much!
Julia