I started to mess around with a formula field using CASE, but hit the character limit.
I used the bucket field in a report and got the "this is too complex" error or using so many.
Is a workflow the best way to accomplish this? I may have additional sources in the future that will need to be bucketed as well so I'll want to have to update in the least amount of spaces as possible.
Thanks.
10 answers
You could do this with Workflow rules. You wopuld basically need a seperate workflow though for each Bucket or Category. So you would need 8 seperate workflows. Lets use your social media as an example
You would want to create a new workflow on the object that these fields live on. You would set teh evalutation criteria to 'Everytome a record is created or edited". You would then set the rule criteria to (You would obviously need to make sure to substitute in your proper field API names)AND(
OR(
TEXT(Your_Field__c) = "facebook.com",
TEXT(Your_Field__c) = "twitter.com",
TEXT(Your_Field__c) = "linkedin.com"
),
OR(
ISBLANK(Your_Category_Field__c)
TEXT(Your_Category_Field__c) != "Social Media"
)
​)
Then you add an immediate workflow action of type field update to theis rule. Then you set your category field to 'Social Media'
Hope that helps
