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Alexander PinateAlexander Pinate 

How to evaluate a value that is not blank on a formula?

Hi Team,

I am creating a formula that evaluates to true when the metting type + Client Upsell and the client Account number is not blant.

How an I accomplish this effectively? 

IF ([Event].Meeting_Type__c = "Client - Upsell"), NOT ( ISBLANK([Event].Account.CAN__c) ,TRUE)

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Thanks for the help.
Best Answer chosen by Alexander Pinate
Narender SinghNarender Singh
Apologies, I misread your requirement.

Your formula should look like this:
AND(
TEXT([Event].Meeting_Type__c) = "Client - Upsell", 
NOT(ISBLANK([Event].Account.CAN__c))
)

Or, if Meeting_Type__c is a text field, then like this:
AND(
[Event].Meeting_Type__c) = "Client - Upsell", 
NOT(ISBLANK([Event].Account.CAN__c))
)

 

All Answers

Nicole PomponioNicole Pomponio
You can try something like this - 

 ((ISPICKVAL([Event].Meeting_Type__c = "Client - Upsell") && NOT(ISBLANK([Event].Account.CAN__c))
Dhairya MistryDhairya Mistry
What action you want to trigger when value equals to true or false?

If you want to eavluate both events, you need to add them in AND something like

AND([Event].Meeting_Type__c = "Client - Upsell", NOT(ISBLANK([Event].Account.CAN__c)))
 
Narender SinghNarender Singh
Apologies, I misread your requirement.

Your formula should look like this:
AND(
TEXT([Event].Meeting_Type__c) = "Client - Upsell", 
NOT(ISBLANK([Event].Account.CAN__c))
)

Or, if Meeting_Type__c is a text field, then like this:
AND(
[Event].Meeting_Type__c) = "Client - Upsell", 
NOT(ISBLANK([Event].Account.CAN__c))
)

 
This was selected as the best answer
Alexander PinateAlexander Pinate
Thanks Narender! :)