|
ActPresentation.com
Add-ons for Sage ACT! CRM
|
ACT! addons by ActPresentation.com : Abacus Calculated Fields, PicturePlus, Quick Navigation List, Employment History, Quick Search, Presentation for ACT!
using IF , AND prior to a calculation
Posted by: uwatch
Date: September 17, 2009 10:38AM
hi have started using abacus and found it a fine tool, my problem at the moment is i want to fill a field called [invoice date] however the [invoice date] should only be completed if the supplier is A and the service sold is Y so what i need is a formula that checks field [service type] {Y or Z) if Y then check that field [supplier] {A,B,C,D}if the supplier is A and the [service type] is Y then the field equals a live date field {we'll call it [live date]
To date I have tried if then else but I think I need an AND argument to narrow down the correct service and supplier.
In an ideal world the formula would allow me to select any variant of [supplier field] against service and fill the field from a different live date field. Any advice? :-(
Re: using IF , AND prior to a calculation
Posted by: Admin
Date: October 06, 2009 09:53PM
IF ( [supplier]='A' AND [service type]='Y' )
THEN
[live date]
ELSE
NULL --empty value otherwise
END
Re: using IF , AND prior to a calculation
Posted by: Admin
Date: October 06, 2009 09:58PM
CASE
WHEN [supplier]='A' AND [service type]='Y' THEN [live date]
WHEN [supplier]='B' AND [service type]='Z' THEN [some other date field 1]
WHEN [supplier]='C' AND [service type]='Z' THEN [some other date field 2]
WHEN [supplier]='D' AND [service type]='Z' THEN [some other date field 3]
ELSE Null
END
|