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Question

Need help with a formula

  • May 31, 2022
  • 0 replies
  • 37 views
I need some help with this formula. Using two tables, the formula field (PC Assigned ((User field)) ) lives in the customers table.
Lead - Region is multiple choice field
EC is a user reference field
Here's the logic:

If the (Lead - Region) = x then result a
if the (Lead - Region) = y then result b
If the (Lead - Region) = z AND the (EC) = specific user, then c

The last case is because we have a region that is split with two people.

I've tried a few different ways to write this and am getting errors in different spots no matter what way I try. Any insight is helpful!

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Darian Vigil
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    This topic has been closed for replies.

    • AhuvaBrown
    • Registered
    • June 1, 2022
    Can you copy/paste your exact formula?

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    Ahuva Brown
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    Forum|alt.badge.img+9
    I know it seems silly, but put AND in lowercase - and. I've had formulas not work properly when and is in all caps. 

    IF( [Lead - Region] = x, a,
          [Lead - Region] = y, b,
          [Lead - Region] = z and [EC] = user, c,
          [Lead - Region] = z and [EC] = otherUser, d,
          e // ** optional result if none of those are true *** 
    )


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    Katlyn Allen
    kallen@eatatjacks.com
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