A Check Condition Question

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Thursday, March 29, 2012 8:19 PM

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I apologize if this is something that has been asked before. But I did a search and it kept coming back empty.

I am trying to set up a Check Condition that contains multiple possible answers.

For Instance.

IF State/Province Equals MD;DE:VA then

(It updates another Account field with something specific).

I've tried the above.

I've also tried

IF State/Province IN MD,DE,VA then

I'm kind of new to CRM, so I've been searching all over the place for examples. What I have above should work based on what I've found. But it doesn't And I can't for the life of me figure out why.

If I do it with just ONE of the three it works. So it has to be syntax. But I can't figure out what it should be. Any help would be appreciated.

Thanks.
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Thursday, March 29, 2012 8:41 PM

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Hi,

I am assuming you are trying above in a workflow. I tried just now 2 different workflows with same conditions (the entity and fields are different). It works for me every time. I am using CRM 2011. Are you updating the same field State/Province or some other field in Account entity? If it is another field, is it updating a text field?
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
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- Marked As Answer by I am Oop Thursday, March 29, 2012 8:58 PM
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Thursday, March 29, 2012 8:42 PM

Moderator

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If this is for Advanced Find format - State/Province is a text field so you would have to create three lines of equal as a example and them GROUP OR the three lines. Select each line from the left drop down and then click on the Group OR ribbon button

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- Marked As Answer by Frank Lee CRM MVPMVP, Moderator Thursday, March 29, 2012 8:42 PM
- Unmarked As Answer by I am Oop Thursday, March 29, 2012 8:51 PM
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Thursday, March 29, 2012 8:42 PM

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If you want mutliple cases you will need to create mutliple filters.

If State/Provicne equal MD;DE;VA will only return if the State Province set to the value. Since you want to do multiple states, you would need to add an if State/Province Equal WA, then an or ( if state/province equals DE) and so on.
- Marked As Answer by I am Oop Thursday, March 29, 2012 8:58 PM
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Thursday, March 29, 2012 8:47 PM

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Jerry,

That is what I was afraid you were going to say. That would end up with 75 or so If/Thens. I was hoping to avoid that kind of set up.
Daniel
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Thursday, March 29, 2012 8:49 PM

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Ashish,

I am using it to update another field. The other field is a picklist. But I am using the picklist to define what is showing up. And it certainly works when I use a single State.

Can you send a screen shot of the one you are using? (just to see if it conforms at all to what I'm trying).

Thanks.
Daniel
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Thursday, March 29, 2012 8:51 PM

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Frank,

My apologies on not specifying that it was for a workflow. However, thank you very much for your answer. That shows me something else I needed to figure out. So it certainly will not go to waste.
Daniel
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Thursday, March 29, 2012 8:55 PM

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Hi,

Please have my screen shots:

1:

2:

I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.

Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

My Linkedin:

My Twitter: https://twitter.com/#!/ashishmahajan74
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Thursday, March 29, 2012 8:58 PM

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Ashish,

I'm going to test this out some more tomorrow morning. But I'm going to Mark this as an answer now, even so. If nothing else it could help me figure it out. (I'm so hoping that I don't have to go Jerry's Route. For many reasons, not just the amount of time it would take to write that up.
Daniel
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Friday, March 30, 2012 5:21 PM

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I am so confused. Here are the screen shots that show how I have this set up. (Currently, this is set to update another Text field. Works fine without the IF statement, or if the Condition is just one thing.

Anyone know of a bug? or an update that deals with this?

1.

2.

Daniel
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Saturday, March 31, 2012 2:39 AM

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This might also help. Saves creating multiple workflows or nested ifs:

http://leontribe.blogspot.com.au/2012/03/using-or-condition-in-workflows.html

Leon Tribe

Want to hear me talk about all things CRM? Check out my blog
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Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
- Proposed As Answer by Leon TribeMVP Saturday, March 31, 2012 2:39 AM
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Monday, April 02, 2012 6:32 PM

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Hi,

I have observed that we can Enter the multiple values using ';' when we use a Picklist/Option Set for the condition and not when using Text Field as in this case.

I would suggest making the Text field of State as an Option Set to be able to use in a single workflow condition. Although tedious for some other custom values, this would be 1 time. Or the usual way hard work creating multiple conditions. Your take. :)

Thanks,

Aamer.
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Tuesday, April 03, 2012 3:17 PM

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Wanted to thank everyone that replied. It was a lot of help.

the solution for this one ended up using the "IN" qualifier for the Check Condition.

I'm trying to get them to approve using JS, because I think that will be the more elegant solution. But for now, this will work.

Thank you everyone for your help.
Daniel
- Marked As Answer by I am Oop Tuesday, April 03, 2012 3:17 PM
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