You need to sign in to do that
Don't have an account?
sivapriyaa maniam sivakumar
Need Formula to Update the value
Hi,
Created field in Account Object,
1.Distributor Discount Product
Created formula field in Quote Object,
1.Distributor Product Discount
Scenario :
If i enter the values in account field, it automatically update in Quote Object for OPEN Opportunity .
I Try the Code:(i dont know what have to give in ELSE part )
Else part: It Contains the Last modified value(Distributor Discount Product )account object.
For Example:
1.I enter the Value for Distributor Discount Product in account Object = 24
It automatically update the value Distributor Product Discount in Quote Object (For Open Opportunity) =24
2.I again enter the Value for Distributor Discount Product in account Object = 50
It should not update the value Distributor Product Discount in Quote Object (For close Opportunity) =24 (Not 50) - I need Only Existing Value (24).
Thanks
Sivapriyaa M S
Created field in Account Object,
1.Distributor Discount Product
Created formula field in Quote Object,
1.Distributor Product Discount
Scenario :
If i enter the values in account field, it automatically update in Quote Object for OPEN Opportunity .
I Try the Code:(i dont know what have to give in ELSE part )
IF( !ISPICKVAL( Opportunity.StageName ,'6. Closed/Won - PO at Disti') || ISPICKVAL( Opportunity.StageName ,'Closed Lost') || ISPICKVAL( Opportunity.StageName ,'Closed Invalid') , Opportunity.Distributor__r.Distributor_Discount_Product__c, )
Else part: It Contains the Last modified value(Distributor Discount Product )account object.
For Example:
1.I enter the Value for Distributor Discount Product in account Object = 24
It automatically update the value Distributor Product Discount in Quote Object (For Open Opportunity) =24
2.I again enter the Value for Distributor Discount Product in account Object = 50
It should not update the value Distributor Product Discount in Quote Object (For close Opportunity) =24 (Not 50) - I need Only Existing Value (24).
Thanks
Sivapriyaa M S
But the requirement - "It should be used in formula field alone".
Thanks.
1) Option 1 - Use formula based workflow and evalutation criteria should be "Created and editied subsequently to meet criteria".
2) Option 2 - User Priorvalue function through validation rule which will enfore your field to get restored to original value -