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Help with Formula Syntax Please (Newbie)

  • February 7, 2023
  • 5 replies
  • 38 views

Tom_David
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Field 1: is a currency field
Field 2: a checkbox
Field 3: is a currency field

I need a Formula in field 3 to do this: IF field 2 = 1, copy & paste the value in field 1 to field 3.

Thank you.

Best answer by Ron_Daniel

@Tom_David , I believe this is what you're trying to do:

In this example, the formula for Field 3 is just

IF({Field 2}=1, {Field 1})
and you'll need to make sure that the "Formatting" tab in the Field 3 formula is set to Currency.

5 replies

Ben_Young1
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  • Brainy
  • 520 replies
  • February 7, 2023

 

IF( AND({Field 1}, {Field 2}), IF( {Field 1} = {Field 2}, {Field 1} ) )

 

There's a bit of nuance I want to call out to you.
A formula won't copy and paste a value. It will simply compute and display (return) the value that it computes.
Field 3 will return a currency formatted number, but it is a formula field.

Additionally, you'll want to be sure that in the field settings for your formula field are set to display the result in a currency format.
If you don't complete this step, then you will simply be returned a number.

Take this snippet for example:

IF(
    AND(5.24, 5.24),
    IF(
        5.24 = 5.24,
        5.24
    )
)

If you were to feed the formula field this snippet without specifying the formatting, it would return you with the default formatting of an integer, thus leaving you with just 5.

Refer to the screenshot below for steps on properly setting the formatting:

 


Tom_David
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  • Author
  • Known Participant
  • 21 replies
  • February 7, 2023

 

IF( AND({Field 1}, {Field 2}), IF( {Field 1} = {Field 2}, {Field 1} ) )

 

There's a bit of nuance I want to call out to you.
A formula won't copy and paste a value. It will simply compute and display (return) the value that it computes.
Field 3 will return a currency formatted number, but it is a formula field.

Additionally, you'll want to be sure that in the field settings for your formula field are set to display the result in a currency format.
If you don't complete this step, then you will simply be returned a number.

Take this snippet for example:

IF(
    AND(5.24, 5.24),
    IF(
        5.24 = 5.24,
        5.24
    )
)

If you were to feed the formula field this snippet without specifying the formatting, it would return you with the default formatting of an integer, thus leaving you with just 5.

Refer to the screenshot below for steps on properly setting the formatting:

 


Thank you... not working. Here's what I wrote in the formula: 

IF(AND({Cleaning Fee}, {2021 Cleaned}), IF({Cleaning Fee} = {2021 Cleaned}, {Cleaning Fee}))
 
Do you see my error? 
 
Field 1=Cleaning Fee (Currency)
Field 2=2021 Cleaned (Checkbox)
Field 3=Cleaning Charge (Formula, formatted to Currency)
 

Ben_Young1
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  • Brainy
  • 520 replies
  • February 7, 2023

Thank you... not working. Here's what I wrote in the formula: 

IF(AND({Cleaning Fee}, {2021 Cleaned}), IF({Cleaning Fee} = {2021 Cleaned}, {Cleaning Fee}))
 
Do you see my error? 
 
Field 1=Cleaning Fee (Currency)
Field 2=2021 Cleaned (Checkbox)
Field 3=Cleaning Charge (Formula, formatted to Currency)
 

Curious.
Any additional details about your fields we might be overlooking? I wasn't able to replicate any issues when tested:

I also realized that part of my formula was redundant, but they're functionally the same.

IF( AND( {Cleaning Fee}, {2021 Cleaned} ), {Cleaning Fee} )

 


Ron_Daniel
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  • Inspiring
  • 105 replies
  • Answer
  • February 7, 2023

@Tom_David , I believe this is what you're trying to do:

In this example, the formula for Field 3 is just

IF({Field 2}=1, {Field 1})
and you'll need to make sure that the "Formatting" tab in the Field 3 formula is set to Currency.

Tom_David
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  • Author
  • Known Participant
  • 21 replies
  • February 7, 2023

@Tom_David , I believe this is what you're trying to do:

In this example, the formula for Field 3 is just

IF({Field 2}=1, {Field 1})
and you'll need to make sure that the "Formatting" tab in the Field 3 formula is set to Currency.

Yes, that worked... and it looked a lot more like a spreadsheet formula (which is where I have spend most of my time). Thanks.