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Custom Field Issue

 In creating a new custom field, the details of the toggle field indicate that it can be used true/false, yes/no etc, it seems that true/false is the default, how do I get it to indicate yes/no?

Geraldine Byrd Answered

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I believe that the default is true/false but if I start with the formula shown in the reference, I should be able to change to yes/no.  I have received context errors when attempting to to replace true/false with yes/no in the formula.

Geraldine Byrd 0 votes
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Can you provide more info on how you are trying to replace true/false with yes/no? I'm not aware of this type of functionality. f

Josh Santos 0 votes
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Our current toggle field returns true/false as the options - I want to create a new custom field that returns yes/no as the options, replacing the one that indicates true/false.Creating the custom field indicates in the instructions that yes/no, on/off, true/false are possible. (Screen shot included).
Now, further down the custom field creation screen shows a sample formula (screen shot provided), and I thought I could get what I wanted by substituting yes/no in my formula to make it so, but everything I tried gave me syntax errors. My custom field is Progress payments?

Geraldine Byrd 0 votes
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Ahh, I think those are just examples of what the Toggle represents. It is just a switch with two values that can means ON/OFF, YES/NO, etc., but in workflow rules you always need to reference it as TRUE and FALSE. One other option is that you can create a picklist with values of YES/NO.

Josh Santos 0 votes
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Hi,

 

A toggle field has two values - TRUE/FALSE (it can be NULL as well, but let's not go into that one). Why do you need that field? What does it indicate and what is the business process around it? I'm asking those questions so I can give you the best practice.

 

Regards,

Tamir

Tamir Avital 0 votes
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We are using Clarizen to create a document and the toggle fields read 'true or false', I would like them to read 'yes or no'. I have not had  a chance but I am leaning toward using a pick list instead, with yes/no options, as suggested by Josh, although it had crossed our minds here as well. Reaching out was my last attempt in determining if I was just approaching this wrong. I am open to suggestions.

Geraldine Byrd 0 votes
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Hi,

 

Following Josh's recommendation is probably the way to go.

 

Good luck!

Tamir

Tamir Avital 0 votes
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