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Question

If then formula help..

  • March 7, 2023
  • 0 replies
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I'm working on a formula for the following:

If Booking Agent is Kelly [text field], then Kelly's Split [percentage] is 75% and YTC's Split [percentage field] is 25%. 

So, I'm trying to get the percentage fields to prepopulate when Kelly is the Booking Agent. Is that possible?

Thanks in advance for the help!



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Khalid Daoud
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    • MikeTamoush
    • Registered
    • March 8, 2023

    If the booking agent is selected while editing a record, you can use a dynamic form rule to accomplish this. 

    If done in grid edit, you would need to use a pipeline.

    If the splits are ALWAYS determined the same way, you could use a formula-numeric field to generate the percentages. Which way sounds like the right one for your use case?



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    Mike Tamoush
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