Field may not be used in this type of formula - Answers - Salesforce Trailblazer Community
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Ann GibsonAnn Gibson 

Field may not be used in this type of formula

I am trying to create a  formula on a custom field in the Account object.

The field type is currency and the fields that I want to include are field type currency and also in the Account object. I have tried both custom and standard fields in the formula but I keep getting the message that the fields may not be used in this type of formula.

Anyone know why?
David K. LiuDavid K. Liu
Hey Ann,

Can you post your formula here?

Also - there are limitations if you have multi-currency and advanced currency management (dated exchange rates) on!

David
Ann GibsonAnn Gibson
Hello David, because I thought that my formula might be the problem I decided not to have one for now. All I have done is typed in the field cash_c as it is a customised field. I have also tried other standard fields but get the same result. I am pretty sure that we don't have multi-currency or advanced currency management.
David K. LiuDavid K. Liu
Hey Ann,

Hit the "Advanced Formula" tab, then use the "Insert Field" button to include other fields - this way you never have to worry about typos!

For example, when using custom fields you need two underscores: Cash__c
Standard fields don't have any underscores: Industry

Hope this helps!
David
Rhonda RossRhonda Ross
Can you provide more detail on what you are trying to accomplish, and the formula you tried that did not work?
Ann GibsonAnn Gibson
David, I can't even see an Advanced Formula tab :-(

I used the formula editor but the Select Field Type drop down does not have the account object in it and the Insert Field dropdown has nothing in it. As I am not using a cross-object formula I didn't think I would need the Advanced Formula tab.

David K. LiuDavid K. Liu
Very strange!!!

Are you sure you're creating a field on Accounts?  (It'll say so on the top left above the "New Custom Field" text)

Post a screenshot if you can!

David
Rhonda RossRhonda Ross
This is what your formula entry screen should look like.  Are you on step 3?

Formula entry screen
Ann GibsonAnn Gibson
Dave - yes I am definitely in the account object.

Rhonda - I can recreate the steps that you and Dave have described if I create a new field, so I understand that side. However, I am trying to edit an existing custom field and when I choose to Change Field Type, formula is not an option. Does this mean that we cannot change a field type to formula if it has already been set up as something else?
David K. LiuDavid K. Liu
Correct!  If it's not currently a formula field, you'll have to create a new field to replace it that is of type "Formula".
Ann GibsonAnn Gibson
Thanks for your help. Looks like I have to create some new fields. I've learnt a bit about formula fields though.

Ann
David K. LiuDavid K. Liu
Your perseverance is admirable Ann!!  On your way to becoming an MVP!!