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Business Rules Example #237 – Using a multi-select option set in a North52 formula

Nov 29, 2019 | Business Rule Example

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Overview

In this business scenario we have many Accounts across the globe and we wish to flag an Account if it is involved with a country inside the EU.

Note: In this example we have created a custom field called Countries which is a multi-select option set and a custom field called At least one country inside EU which is boolean. 

North52 BPA Solution

The North52 BPA solution works like this:

  • A formula is created that will trigger whenever the custom field Countries is changed
  • When triggered, the formula will check the Countries field:
    • If the Countries field has been set to France, Germany, Greece, Ireland, Italy, Poland, Spain, it will set the custom field At Least one Country inside EU to Yes
    • Otherwise it will set the custom field At Least one Country inside EU to No

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