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  • Evan Kimmey
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SOLVED
3 replies

How to populate an account field long text field with an opportunity field (multi-select picklist)?

I am trying to populate an account field that is Free Text (Long) with a multi-select picklist field on the opportunity object. Workflow builder doesn't allow for a multi-select picklist cannot be used as the operator. In process builder I was running into the issue where I could not select the desired multi-select opp field. Is this because of the field type being multi-select or is there something I am missing?
5 replies

I'm trying to create a field dependency for a picklist that is depedent on a specific stage being selected on a closed lost opportunity, but when setting up the controlling field the option to select the second picklist is greyed out still.

To expand on this, when we mark an opp as Closed Lost, there are two fields Primary & Secondary Loss reason (both have same picklist options). One of the options is "Product Gap" which should then open another picklist called "Product Gap Area" that offers a more specific breakdown of the product gap along with a free text field to further expand if need be. The goal is to have this "Product Gap Area" & "Product Gap Details" appear when Product Gap is selected as Primary or Secondary loss reason. 
SOLVED
2 replies

Can you have a multi-select picklist that is required only when a one specific option is selected in another standard picklist??

I have two picklists created "Lost To" which just has two standard options and then another field "Competitors" that is multi-select. I want to mandate so that when either option is selected in "Lost To" so that the "Competitors" multi-select field is then required to have at least one entry. 

This is what I tried for a validation rule:
AND(
(OR(ISPICKVAL( Lost_To__c , "Incumbent"),ISPICKVAL( Lost_To__c, "Competitor"))),(AND( ISPICKVAL( Competitor__c ))))
but received the syntax error regardind the limited functions of multi-select picklists. Also to note, changing to a standard picklist isn't an option. 

Any insight is appreciated!
5 replies

I'm trying to create a field dependency for a picklist that is depedent on a specific stage being selected on a closed lost opportunity, but when setting up the controlling field the option to select the second picklist is greyed out still.

To expand on this, when we mark an opp as Closed Lost, there are two fields Primary & Secondary Loss reason (both have same picklist options). One of the options is "Product Gap" which should then open another picklist called "Product Gap Area" that offers a more specific breakdown of the product gap along with a free text field to further expand if need be. The goal is to have this "Product Gap Area" & "Product Gap Details" appear when Product Gap is selected as Primary or Secondary loss reason. 
SOLVED
2 replies

Can you have a multi-select picklist that is required only when a one specific option is selected in another standard picklist??

I have two picklists created "Lost To" which just has two standard options and then another field "Competitors" that is multi-select. I want to mandate so that when either option is selected in "Lost To" so that the "Competitors" multi-select field is then required to have at least one entry. 

This is what I tried for a validation rule:
AND(
(OR(ISPICKVAL( Lost_To__c , "Incumbent"),ISPICKVAL( Lost_To__c, "Competitor"))),(AND( ISPICKVAL( Competitor__c ))))
but received the syntax error regardind the limited functions of multi-select picklists. Also to note, changing to a standard picklist isn't an option. 

Any insight is appreciated!