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Thanks for being so helpful, team. I have a use case where one of my teams need to use a multi-select picklist to track records. The picklist represents the expecteed bottleneck points for this record so our Admissions teams know how to communicate with their students and gather the correct documentation. I have a Process Builder node that evalutes for two possible changes on the record, and if they are detected, the intent is that the action will remove the "Inactive" value from the MSP, leaving the other value in place. 

 

I borrowed from a smart solution of another Admin and can't seem to adapt it to my org. Credit: Original Article (https://medium.com/@databasedeanne/how-to-change-a-multi-select-picklist-value-while-keeping-the-other-values-the-same-via-process-86756e28ca76)

 

IF( INCLUDES([Options__c].Status__c, “Active”), “Active”, “”)

 

 &

 

IF(

 

AND(INCLUDES([Options__c].Status__c, “Active”), 

 

OR(

 

INCLUDES([Options__c].Status__c, “Insufficient for Options”),

 

INCLUDES([Options__c].Status__c, “Insufficient for Safe Courses”), 

 

INCLUDES([Options__c].Status__c, “Insufficient for Degree Plan”), 

 

INCLUDES([Options__c].Status__c, “Waiting on Student”)), “; ”, “" )

 

&

 

IF( INCLUDES([Options__c].Status__c, “Insufficient for Options”), “Insufficient for Options”, “”)

 

&

 

IF( 

 

AND(

 

INCLUDES([Options__c].Status__c, “Insufficient for Options”), 

 

OR(

 

INCLUDES([Options__c].Status__c, “Insufficient for Safe Courses”), 

 

INCLUDES([Options__c].Status__c, “Insufficient for Degree Plan”), 

 

INCLUDES([Options__c].Status__c, “Waiting on Student”)), “; ”, “”)

 

&

 

IF(INCLUDES([Options__c].Status__c, “Insufficient for Safe Courses”), “Insufficient for Safe Courses”, “”)

 

&

 

IF( 

 

AND(

 

INCLUDES([Options__c].Status__c, “Insufficient for Safe Courses”), 

 

OR(

 

INCLUDES([Options__c].Status__c, “Insufficient for Degree Plan”), 

 

INCLUDES([Options__c].Status__c, “Waiting on Student”)), “; ”, “”)

 

&

 

IF(INCLUDES([Options__c].Status__c, “Insufficient for Degree Plan”), “Insufficient for Degree Plan”, “”)

 

&

 

IF( 

 

AND(

 

INCLUDES([Options__c].Status__c, “Insufficient for Degree Plan”), 

 

INCLUDES([Options__c].Status__c, “Waiting on Student”), “; ”, “”)

 

&

 

IF(INCLUDES([Options__c].Status__c, “Waiting on Student”), “Waiting on Student”, “”)

 

 
1 answer
  1. Sep 3, 2019, 9:45 PM

    Hi James,

     

    Unless I'm misreading this (quite possible) I think the above formula would simply render the current value. In other words -  from the blog you referenced: 

     

    "If the specific value of the MSP should remind unchanged then the formula would look like this"

     

    But you want to change it, right?  Remove an 'Inactive' status?  In which case I'd expect to see something like:

     

    IF(INCLUDES([Options__c].Status__c, "Inactive), "")
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