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What should the fields be based on picklist values?
For example: If the Account Type field contains a picklist value of: Customer – Con-Ops, Customer – Industrial, Customer – Municipal, Prospect – Con-Ops, Prospect – Industrial, or Prospect – Municipal, then the following fields need to be required: Interest, Plant Type, Digester Type, and # of pump stations . Thanks!
Can a function take a picklist as a parameter?
The only functions that can take picklist fields as parameters in all formula fields are ISPICKVAL (), CASE (), and TEXT (). Using picklist values in any other function results in an error. This Checkbox formula field, for example, is meant to display a checkbox that indicates whether the Lead Source is “Partner Referral.”
Can you use multi select picklists in Formula fields?
Multi-select picklists are not recommended in formula fields. A picklist value often determines which other fields on a record are required. ISPICKVAL () and CASE () are useful for creating validation rules that check whether a certain picklist value is selected.
Can you write a formula that returns a picklist?
While you can’t write a formula that returns a picklist as a result, you likely have to reference picklists in your formula fields. Say you need a validation rule that requires a user to fill out an explanation if they select “Other” as an Account’s Type.
What do you call a list that depends on another value?
These kind of lists are called dependent dropdowns, since the list depends on another value. They are created with data validation, using a custom formula based on the INDIRECT function and named ranges. This may sound complicated, but it is actually very simple, and a great example of how INDIRECT can be used.
How to create dependent drop down lists with conditional data?
Now that we have the two named formulas, we can simply set up data validation on the region and rep input cells. The data validation for the region input cell is set to allow a list equal to dd_regions, as displayed below: When we look at the worksheet, we see that it now provides a list of regions, as shown below:
How to solve conditional formatting based on another?
I tried simply solving it with some columns that list the color and then assigning the field color based on that field. But this doesn’t work, because I need to choose a summarization for the field values, either First or Last, which just sorts the color names alphabetically insted of using the the one next to the field.