Salesforce formula check if picklist is changed. The issue is that the field is a picklist so g.
Salesforce formula check if picklist is changed (sigh) I'm lost for some reason. Check if the "API Name" listed for the picklist value is exactly the same as the one shown in the "Values" column. com. Record Type = Client AND Client Orders < 20 AND Picklist Value 1 is A AND Picklist Value 2 is B, or C or D then true else false AND IF Contact. More importantly, the Formula Editor lets you check your syntax and gives you picklists (Yay picklists!) to suggest fields, operators, and functions for your formula. Implementing this in a trigger may be a better solution as you will be able to add/remove/edit the picklist values without having to modify the logic that Here are some search tips. Reason, etc. Jul 30, 2014 · Tour Start here for a quick overview of the site Help Center Detailed answers to any questions you might have Oct 20, 2022 · I need to create a formula that will check a textbox if this is true: Check true where transaction date +-7 today (within the current week), transaction amount > 1,000, and picklist value = Paym Here are some search tips. In the airline and agent commission examples above, CASE() is used to check each value in a picklist to set a formula field value. Required Editions Available in: Salesforce Classic and Lightning Extend Salesforce with Clicks, Not Code Check the spelling of your keywords. Feb 14, 2017 · In general - picklist values in unilingual Salesforce orgs are now behaving similarly to how they behave in Translation Workbench for multilingual orgs. ISPICKVAL() and CASE() are useful for creating validation rules that check whether a certain picklist value is selected. The first one is the picklist field api name, the second is the value to test against. The issue is that the field is a picklist so g Special behaviors and limitations apply to picklist and multi-select picklist fields on external objects. Jan 12, 2015 · You want to use ISBLANK with TEXT to check to see if the field has a value or not. If the custom field is null the output will be zero else the formula calculates a 10% discount on the Amount. I know an IF statement takes 3 arguments, but the following is the gist of what I am trying to accomplish. Salesforce IDE, Salesforce Deployment tool or Nov 9, 2015 · I have a picklist called state and each state has its own percentage rate. For text fields, use the ISBLANK function instead. From Setup, in the Quick Find box, find and select Translate. For example, if you select "Grocery" from the previous picklist example, then TEXT(Account_Group__c) will return "01" and not "Grocery". If not, use the API Name instead for the ISPICKVAL() function in the formula. As you'll see in Formula Operators and Functions, ISPICKVAL() takes 2 parameters. Tips for Working with Picklist and Multi-Select Picklist Formula Aug 12, 2014 · I would like to write a formula to count the number of days based on the conditions mentioned below. The Picklist Here are some search tips. and . Oct 19, 2024 · Here's how my team worked around this unfortunate deficiency in Salesforce's functionality. It will run the check and say the Billing is required but then when I fill in a value in the Picklist it just keeps looping saying it is "Required" even after I fill a value in? Jun 2, 2022 · Validation rule to check picklist list values is not working if more than one word in picklist value 2 Prevent user returning from 'Qualified' Lead status value Here are some search tips. So,I would suggest you to capture the metadata file for the picklist on which you need to change and then replace all the old API names with new API names in the metadata. Nov 24, 2016 · Tour Start here for a quick overview of the site Help Center Detailed answers to any questions you might have Aug 4, 2015 · I have created the above formula to accomplish a sum of 20 number value picklists and it came out to 6,233 characters. Name = 'IN APP' && ISCHANGED(Status). This will eliminate many potential errors (ex. 2. I have this use case: On opportunity record there are 7 fields (3 picklists, 1 multi picklist, 1 date, and 2 text). If you want to check that a picklist does not have a particular value selected, you need to wrap the ISPICKVAL() inside of a NOT(). As your business changes, replace picklist values with more relevant alternatives. As you all know, the compile limit is 5000. Also, converts picklist values to text in approval rules, approval step rules, workflow rules, escalation rules, assignment rules, auto-response rules, validation rules, formula fields, field updates, and custom buttons and links. You will use update action and a FORMULA to return the PRIOVALUE(current_field). Required Editions Available in: both Salesforce Here are some search tips. Please Dec 6, 2022 · I have two objects, Object A and Object B that both have a custom picklist field for Status. Based on the value available in picklist need to populate same value in formula field. Simply put, picklists represent a predefined list of values for users to choose from when inputting data into a field. In the Blank Field Handling section, select Treat blank fields as Mar 24, 2014 · 2) Select your field (picklist) 3) Select not equal to operator. Example of Picklist HERE Here are some search tips. Create a new field to store the text value of the multi-select picklist (FieldTwo_Text__c). This was delivered in Summer 15. Salesforce Formula Examples. First question and I didn't want to overload with all the errors or scenarios I tried. For example, the formula field IF(ISNULL(new__c) 1, 0) is always zero regardless of the value in the New field. – Sep 8, 2020 · For limitations & restrictions on formula fields, refer here. User should be still able to change this field manually. Tour Start here for a quick overview of the site Help Center Detailed answers to any questions you might have Aug 18, 2023 · Replacement of picklist_field: In the Salesforce ISPICKVAL function replace the picklist_field argument with a custom or standard field of type picklist. If this is not possible, is there another solution? Thanks in advance for any help. Vote for this Idea: Allow Picklist Value Labels in Formulas. ; In the Picklist Value Label Translation column, for picklist value 4, enter Offline (Button), and for picklist value 5, enter Offline (Edit Mode) for the Compute Price field. Where Status is a field name. Select a status for the picklist value. Again, the "Number of Years" comes from a picklist, which is a text field. Replacing a value globally replaces that field value on all existing re Here are some search tips. but help doc saying it is not supporting picklist field, but only for multi-picklist field. If “Type” Is any other value then Nature of Meeting is required. I want to check those fields Apr 20, 2018 · Unfortunately this feature does not seem to exist yet. Salesforce Classic : Setup | Customize | Object | Fields Sep 18, 2015 · How to check if field value belongs to multi-select picklist with formula? 0 Formula - Multiply Date Field by Picklist value (Number of Weeks) - Needs to be editable Oct 30, 2015 · Tour Start here for a quick overview of the site Help Center Detailed answers to any questions you might have Here are some search tips. ISBLANK has the same functionality as ISNULL, but also supports text fields. Because of the lack of temporary variables, this kind of thing is annoyingly hard to do with Salesforce formulas. You can also categorize them in other ways depending on your preference. I am trying to use ischanged() in workflow. Nov 10, 2017 · I have a Multi-select picklist in account object and I want to display the selected picklist values in contact object using a formula field. I would like to create scheduled flow to update this picklist field automatically in some regular interval. Create a Decision block with the number of outcomes that match the conditions to match the field from step 3 to the picklist values. xml file. By writing a flow Here are some search tips. I then have a related field called Annual_Leave_includes_a_trip_abroad__c that is a picklist with two possible options - Yes or No If Contact. Check the spelling of your keywords. They aren’t included in change events that are delivered to CometD or Pub/Sub API clients. Any idea? Aug 3, 2018 · Three functions take picklist values as arguments in all formula fields: ISPICKVAL(), CASE(), and TEXT(). Let’s see an example: Open the “Products” item, create a new product with the “Basic Charges”, “Color”, “Size”, and “Material” and save the product. For Example if you added a 4th Color called Yellow then the above formula wouldnt count this value. Here in picklist field contains 30values. Example Nov 20, 2013 · The downside of this is that the formula needs to be kept in sync with the picklist values. I want to create a workflow whenever the field follow_up_days__c is changed, sfdc should send email to email of account. Dec 31, 2015 · Set the rule criteria to "formula evaluates to true" Use the ISCHANGED() formula function to detect the change in your target field (ISCHANGED(Status)) For the workflow action, create a new field update Select the text field you created to hold the previous value of your target field (Previous_Status__c) Feb 16, 2015 · I have custom picklist field on account, let us say follow_up_days__c. Add or edit values in a custom picklist from the fields area of an object. We’ve split the examples into several categories based on where they’re being used to cover a few more use cases. Salesforce will continue to support ISNULL, so you do not need to change any existing formulas. It allows you to compare the previous picklist value with a specific picklist value to determine if a change occurred. Example: If Pen Test - External is one of the services selected; It should require all the fields in this section of the page; I tried this formula but its not Aug 9, 2021 · Salesforce Admins have been known to generously share their knowledge with other Trailblazers. I created a percentage formula field where if the user select the State X, this percentage field should display the rate for Sep 24, 2015 · Create a workflow rule to update the value in old_field. com) Jan 4, 2024 · I am trying to edit a formula field and make the Case Statement dependent on the value of a picklist, namely an account TYPE. Industry, Case. Jan 7, 2022 · It looks like you have some "smart quotes" in there, which will end up throwing some errors. The same values are also used on the Account object for the Account Source picklist field. May 29, 2019 · I need to create a formula field based on another picklist Field. 4) Choose the value you're comparing against ("ABC") in your case. Oct 13, 2022 · Navigate to the picklist field used in the formula and look for the picklist value that was not working. Make it flow! I’ve created all my Review Tool custom metadata type records, and now it’s time to build Sep 25, 2023 · Step-11: Once the formula field is created, you can use the formula field. Dec 15, 2023 · So 4 fields total: company classify (picklist), level num (number), calculate level (formula), calculate level override (number) If you need something fancier that changes the Calculate_Level_Number__c when CompanyClassify__c or LevelNum__c change (unless user changed the Calculate_Level_Number__c` too in same edit) - you're looking at some Mar 24, 2021 · I need help with a Validation rule that basically says if Account Type = Customer, and you want to set Account Stage = On going, you have to make sure first that multi picklist field does not conta In the Attribute Picklist Values section, click New. Mar 26, 2014 · According to your scenario the following formula should work RecordType. May 20, 2024 · Create a formula field on the Object in Salesforce Classic or Lightning Experience . Here is my formula for pre-defining the picklist field (the Conditions part works fine, just excluded all the details) IF ({Conditions}, " ", TEXT(Account. No Formula Field Support Formula fields aren’t supported in Change Data Capture. Jan 26, 2014 · Anyone have any clue how I can check along these lines (but actually have it work)? not( ispickval( priorvalue( WebDev_Category__c ) , WebDev_Category__c ) ) I simply want part of a Workflow formula to determine if the category field has changed. The correct Validation rule would be: Jun 28, 2019 · as per doc, ISBLANK supports for multi picklist fields. Right now, the picklist has 0,1,2,3,4,5,6,7,8,9,10,N/A as options to choose from. The scenario is to change picklist value to: I need to create a formula to say . May 20, 2022 · Currently, there is no way to get a picklist field's current value without writing manually writing out a CASE() function to check for each value. There's the beginning of an answer here. Is there a formula that I can put in a picklist field that would change it to the next value down on a specific date? I work for a nonprofit with students whose grade levels change every year and would like this to happen automatically in a picklist field. Select fewer filters to broaden your search. So for example, a list of disabilities. The issue has been raised in the Salesforce Success ideas area several times. May 16, 2023 · In this Salesforce tutorial, we will learn the Salesforce Picklist Default Value Formula and explore how to set up the default picklist value using the formula in Salesforce Lightning. I came across many using multiple If conditions. Use case and examples of the 'CONTAINS' function (salesforce. (Field name, picklist options) Has Mental health disability - yes / no Chronic illness - yes / no Picklists are great for data entry clarity, accuracy, reporting and automation. wrong indexing) and shorten the troubleshooting time. Oct 8, 2015 · In creating a formula to stamp the numerical value of a picklist, I am having difficulty with an "N/A" value. Returns the previous value of a field. Feb 7, 2024 · When using PRIORVALUE to get the previous value of a picklist field, use it with the ISPICKVAL function. Sep 13, 2023 · I am trying to say if campaign names are equal to certain names, then change from registered to attended, otherwise just put the results of the field. ISBLANK(TEXT(My_Field__c)) If you need to check to see if the picklist is a specific value, use ISPICKVAL. )? There are 3 functions that can be used for different purpose to work with picklists in formula field. New Date Field = Old Date Field + No of Years. Here are some search tips. Jan 17, 2025 · If you need to check for multiple picklist values, avoid overly complicated formulas by using a Decision Element. I have tried to change the picklist value using PB or Workflow, but it didn't work. If the picklist uses a global picklist value set, you can change its values onl Dec 19, 2023 · The formula checks if the custom field “Minimum Discount” is null using ISNULL( Eligible_for_discount__c ). Apr 24, 2023 · Step 9. And following: Text fields are never null, so using this function with a text field always returns false. Build them in a Screen Flow: I like to use a Display Text component to check if my formula works properly. Tour Start here for a quick overview of the site Help Center Detailed answers to any questions you might have In the airline and agent commission examples above, CASE() is used to check each value in a picklist to set a formula field value. Mar 11, 2024 · Salesforce CASE Formula Examples. You can do it the way you have, but please try to always use functions instead of && and ||, as that will be more consistent with the rest of your formula. I also want to ensure that we check that the prior status value is different than the current status value. Record Type = Partner AND Partner Picklist Value 1 is A AND Partner Picklist Value 2 is B OR Partner Picklist Value 1 is B and Partner Picklist Value 2 is D then True or False, Then True or False. The formula for the new date field is. Now that you have both current and prior value, you could apply any logic on this. I want to make it so that whenever the status field on Object A is changed or vise versa that it will update to the same status on the other object. Account_country__c)) Sep 12, 2024 · In Salesforce Flow, evaluating these picklist values within Decision elements enables you to: Branch Logic : Direct the flow along different paths based on the selected picklist value; For example, on the Lead object, the Lead Source picklist values are part of a standard value set. The reason why you will no use FORMULA Field is because PRIORVALUE Function is not available in Formula Fields. Use formula builder from any object or a Apr 12, 2013 · In our org, a formula field is used to pull picklist values for reporting purposes. Converts a percent, number, date, date/time, or currency type field into text anywhere formulas are used. I want the process builder to update a text field value when a text field is either blank OR unchanged AND when an opportunity picklist field = a certain value AND when the opportunity picklist field has been changed. When you change a value from that set in the Lead Source picklist settings, the change also appears in the Account Source picklist field values. PRIORVALUE Function with ISPICKVAL Function: If you want to check the previous value of a picklist field includes a specific value, you can use the PRIORVALUE function. g. Does this first condition satisfy the need to check that the prior status is different than the current? I found a formula online for finding date before last month: Custom_Date_Field__c < IF(MONTH(TODAY) = 1, DATE(YEAR(TODAY())-1, 12,1)… Add or edit values in a custom picklist from the fields area of an object. 1. I will repost question with before formula and errors on modifying formula. ; Select the language as English, setup component as Picklist Value and object as Order Template. Nov 7, 2016 · You can use a Change Set to deploy Custom Picklists however it will not pickup custom values in the standard picklists such as Account. Formula fields are included in change events in Apex triggers, but they have a value of null regardless of whether they were changed. Now that you know the syntax of this particular function, we will dive into Salesforce case formula examples. Jul 14, 2023 · My plan was to pre-define a value for the field where I clear the picklist if the {Conditions} are true, otherwise I leave the value that is already selected. So it Oct 22, 2021 · I am trying to add image plus text value to a field in the case object. If you have more than 20 picklist options and you plan to check each possible condition in a CASE() statement to determine another value, consider a lookup instead of a picklist. In the New Attribute Picklist Value window, enter these values: Enter a name for the picklist value. Click the Next button, then enter the Formula below (See Sample Formula) into the Formula Editor Step 10. Create custom picklist fields to let your users select values from lists that you define. parent_object_picklist__c"), TRUE, FALSE ) The picklist values on these two fields are the same. Formulas work with picklist choice's API Name and not with the value. It will return TRUE if it does not and return FALSE if it contains a value. NOT(ISPICKVAL(Restriction_New__c, null)) From Formula Operators and Functions(PriorValue) When using the ISPICKVAL function to return the previous value of a picklist field, include the PRIORVALUE function inside the ISPICKVAL function as in this example: ISPICKVAL(PRIORVALUE (picklist_field), text_literal) So change your formula to Sep 7, 2022 · What Is a Salesforce Picklist Field? There are two types of picklist fields in Salesforce: Picklist: Users may select one value from a list. It should work afterwards. This function is useful for formulas where you are concerned with how many days have passed since a previous date, the date of a certain number of days in the future, or if you just want to display the current date. If the picklist uses a global picklist value set, you can change its values onl Jan 12, 2015 · You want to use ISBLANK with TEXT to check to see if the field has a value or not. Oct 26, 2022 · You can check out all the current limitations and restrictions for formula fields here. I would assume you could use CONTAINS as an operator in a decision element and then an assignment element or use a formula with CONTAINS or FIND to find if a certain value is in the string and use it. You can use this function in the formula field, validation rule, and workflo Mar 30, 2021 · If there is no value in the Triage_Stop_Time field then it will make the Billing Picklist blank or put None as a value. com) Flow Formula Resource: Flow Resources (salesforce. Optionally, enter a description of the formula in the Description box and Help Text box Step 12. Using Workflow Field Update to set a picklist value requires a unique workflow for each possible picklist value to set. The translated values are not going through. Click the Check Syntax button to ensure you have no errors Step 11. In the beforeInsert and beforeUpdate contexts of a trigger handler for the custom object, assign the stringified value of the picklist to the new field: Jan 24, 2022 · I am building a Flow that creates a new Opportunity if an Opportunity is Closed Won and meets a certain criteria based on a custom Picklist field called Coupon Type Used(Coupon_Type__c). The API name is the authoritative value of each picklist option. Once,you have changed the API names then you can re-deploy the picklist field which will update This formula has a few flaws: Not using ISPICKVAL(Field, 'text literal') If Statement with no return values; Corrected Formula: IF(ISPICKVAL(Status, 'In Progress', ISBLANK(Start_Date__c), Value If True, Value if false) Again, this formula looks like it's meant to be a validation rule. While working in an organization that uses the Salesforce CRM tool, I was required to set up the picklist value based on specific conditions. As per your concern,I understood that you would like to change the API names of the 365 picklist values at the same time. Jan 27, 2021 · You also need to check if the field was changed: ISCHANGED(Status__c) && ISPICKVAL(PRIORVALUE(Status__c), "Filled") This will let you change it to Filled, edit other fields while the Status is Filled, but won't allow changing away from the value. e now pick whatever field you are looking to check before determining what the subsequent picklist value will be. For example, say you want users to enter a reason when they change a case’s Status picklist value to Escalated. If the values are the same, this function returns FALSE. Sadly, there is no "PROPER" or "PROPERCASE" function available in Salesforce formulas. Enter a unique code for the picklist value within the org. Salesforce Tower Mar 12, 2015 · Use ISBLANK instead of ISNULL in new formulas. EDIT: I forgot to mention that my workflow rule Date options that it currently returns NOW() but i need to check if the user have removed field1__c and field2__c then set that to be null otherwise NOW() I am trying to check a formula value in a workflow rule that will evaluate two fields. Define something for the value default in case the formula doesn’t resolve to an active value. Also, converts picklist values to text in approv Jan 25, 2024 · Before diving into Flow, I double-check that the picklist values on the Grade Level Report object — Review Tool and Tool Version — match with my Review Tool custom metadata type picklist values for Content and Grade and Tool Version. Nov 15, 2021 · I am trying to define a set of actions for a user based on salesforce picklists. Oct 13, 2022 · You cannot create a formula field that references a Picklist (Multi-select) field value using the API name of the field only. This approach keeps your logic clean and easy to maintain. If necessary, enter an abbreviation for the picklist value. We know it can be resolved using an Apex trigger. In the Decision Element, create separate outcomes for each picklist value or group similar values under one branch. . Feb 17, 2023 · I am working on a formula checkbox field that should flag true if 2 picklist fields (each on different objects) are the same: IF( ISPICKVAL(Child_object_picklist, "Child_object_picklist__r. I am using Salesforce Classic and stuck with this. The syntax is as follows: ISPICKVAL(PRIORVALUE (picklist_field), text_literal) 4. ISPICKVAL(My_Field__c, "Some Value") Apr 17, 2022 · Sample video on how to use the ISBLANK function in Salesforce for a Validation ruleNeed more help? Please drop a comment or email salesforcetipsdg@gmail. In the beforeInsert and beforeUpdate contexts of a trigger handler for the custom object, assign the stringified value of the picklist to the new field: Feb 14, 2017 · In general - picklist values in unilingual Salesforce orgs are now behaving similarly to how they behave in Translation Workbench for multilingual orgs. If the Status__c (Picklist field) = Draft, calculate based on Now() - Last modifed date. However, the INCLUDES statement only works with a text literal value. If field “Type” = Email, then field Nature_of_Meeting__c is not required. Aug 5, 2013 · To determine if an expression has a value or not, you can use ISBLANK() function in Salesforce. Compares the value of a field to the previous value and returns TRUE if the values are different. Hi all. After entering the formula, click on the button Check Syntax to validate the formula and check the errors in the formula. Salesforce, Inc. These common scenarios represent a few different ways you can leverage the CASE() function across departments and requirements. Use more general search terms. If there are too many nested IF conditions (or if the formula is huge), you might start see performance issues in long run (since the formula field values get evaluated at real time). In general, when you're working with picklists (such as your standard "Status" field), you need to use ISPICKVAL(). It is working for me. Second field "Age category" is picklist field with values like "Less then 18", "18 - 35", "36 - 45" At the moment the "age category" field is changed manually by user. In conjunction with the Admin Best Practices: Building Useful Formulas Trailhead LIVE session, we thought it would be fun to interact with admins and find out what their go-to formula function is, why it’s their favorite, and to get an example or two of it in action. I want to check those fields Dec 29, 2021 · When a certain service is selected on the "Services Included" (services_included__c) multi-select picklist field, I need it to require certain fields on the page if they are blank. 8. Jan 14, 2022 · Tips of Formula Building; Here are some tips of how to build formulas more efficiently: 1. In my scenario, I have 20+ values in Multi-select picklist, how am I supposed to do that Nov 22, 2019 · Once the lookup field is populated through the trigger, I want to be able to change the picklist value on the Opportunity based on a text field on Object 1. Jun 29, 2023 · I need to create a formula for a date field where the date field would be auto-populated based on another Date Field + a selected Picklist Value. Here is an example where Field some picklist has two possible values - Choice00 and Choice01. I'm trying to write a validation rule that evaluates a record type name, against a multi-select picklist on User. Spring '17 brought "API Names" to picklist values so that integrations can use a "hidden" value (the API name) while users can see a local or more friendly value (the label). Feb 15, 2022 · Even though it is completely possible to use a picklist field in a formula, there is one big issue. I am using the VALUE(TEXT(PICKLIST__c)) formula to get the numerical value in a number field. EDIT: If you're using this in combination with other logic and you must use formula, the following formula should work: NOT(ISPICKVAL('Status', 'ABC')) validation formula for an empty picklist I figured this would have been answered by doing a forum search but no luck: How do I make a picklist field 'required' with a validation rule? Here are some search tips. That will handle a name Mar 15, 2017 · I think that you can just use the Field History Tracking option and that will take care of these changes for that specific field. Use PRIORVALUE(field) Tips This function is available only in:Assignment rules Validation rules Field updates Workf Aug 8, 2022 · Trying to create a record triggered flow that updates field2 when field1 (picklist) is changed to a specific value. Oct 27, 2016 · To Create a formula field :For this Formula : Create formula field with formula : "PicklistFieldName__c" rather than using TEXT() function. If the Feb 22, 2021 · Add a condition to match the business need "dynamically based on another field" i. Field : Type Data type : Picklist Field : Nature of Meeting Data type : Picklist I would like the formula only to be applied to the following record type Feb 19, 2024 · Instead of multi-select picklist, I recommend a new picklist field for each of the values originally requested for the multi-select. Mar 23, 2021 · Do you want picklist actual value (return text value)? Do you want to check if user has selected a specific value (return true or false. Oct 24, 2019 · EDIT Now that you have explicated this field to be a picklist, you can change this check to: ISPICKVAL(Root_Cause__c, "") Now layer on top of that your check on the value of Status. Go to the object where you want to create the field . TODAY(), NOW() and TIMENOW() The TODAY() function returns the current day, month, and year as a Date data type. Multi-Select Picklist: Users may select multiple values from a list. ISPICKVAL(My_Field__c, "Some Value") Jan 25, 2024 · This Salesforce tutorial explains, how to use ISCHANGED function in Salesforce Lightning and Salesforce Classic in validation rules. However, you can use ProcessBuilder to set picklist fields via a formula. This is bad though - you have to update a formula whenever you update said picklist otherwise your implementation won't work for new values. Oct 24, 2017 · Got it, Thanks! Very new to the salesforce world. To deploy the custom values in standard picklists you have to use a method of deployment that uses the Metadata API directly, e. That's unrelated to how to use picklists in formulas though. Try not to make the formula too big. Text fields are never null, so using ISNULL() with a text field always returns false. I have a main field called fHCM2__Reason__c that is a picklist containing multiple absence reason types - Sickness, Annual Leave etc. Object B has a lookup relationship to Object A. From any object, you can set up to 20 fields to be tracked, click on the Set History Tracking on the fields section. In the below formula I am adding an icon based on the Type picklist value chosen and also at the end appending the label of the picklist item chosen instead of the API name. I was able to do the basic formula but know we added another picklist to determine criteria and amounts. rqgg trypf phc fagvr xpgb nsly rzdtdj rbnd jdze ajocpd