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How to require certain picklist values?
How to require certain picklist values, when a date field is populated?
- Terry_0101
- January 31, 2017
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- 0
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Can I select a specific picklist value, if date field is entered?
if a user enters a date value into a date field, can a validation field require a specific picklist value?
AND(
ISBLANK(Ending_Date__c),
OR(
ISPICKVAL( Status__c, 'Pink'),
ISPICKVAL( Status__c, 'Red')))
AND(
ISBLANK(Ending_Date__c),
OR(
ISPICKVAL( Status__c, 'Pink'),
ISPICKVAL( Status__c, 'Red')))
- Terry_0101
- January 31, 2017
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- 0
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Display a YES, if value is greater than 0
I have 5 numeric fields. If any of those have a value greater than 0, then display a YES.
- Terry_0101
- November 19, 2016
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- 0
- Continue reading or reply
How to add numbers in formulas?
Hi - how to fix this formula? If record type is Cake, then make it 0. Then proceed to add up the Amounts 1-3.
IF(
RecordType.Name = "Cake",0,
(Amount_1__c +
Amount_2__c +
Amount_3__c)
IF(
RecordType.Name = "Cake",0,
(Amount_1__c +
Amount_2__c +
Amount_3__c)
- Terry_0101
- October 18, 2016
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- 0
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Help - formula field not working
Hi,
This is a formula field with TEXT data type, but I get this error: : (
Error: Incorrect number of parameters for function 'IMAGE()'. Expected 2, received 1
IF(
checkbox__c = TRUE,
IMAGE('/servlet/servlet.FileDownload?file=015w0000003GGGG')
)
This is a formula field with TEXT data type, but I get this error: : (
Error: Incorrect number of parameters for function 'IMAGE()'. Expected 2, received 1
IF(
checkbox__c = TRUE,
IMAGE('/servlet/servlet.FileDownload?file=015w0000003GGGG')
)
- Terry_0101
- September 30, 2016
- Like
- 1
- Continue reading or reply
What is wrong with my validation rule?
This validation rule syntax is fine and saves. But the opportunity record does not error when the Texture__c field is blank.
AND(
$RecordType.Name = "REDSHOES",
Probability > 30,
OR(
ISBLANK(TEXT( Texture__c )),
ISBLANK(TEXT( Category__c )),
ISBLANK( Amount )
))
AND(
$RecordType.Name = "REDSHOES",
Probability > 30,
OR(
ISBLANK(TEXT( Texture__c )),
ISBLANK(TEXT( Category__c )),
ISBLANK( Amount )
))
- Terry_0101
- July 26, 2016
- Like
- 0
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How to identify a Lead Owner?
How to fix this?
When lead owner is changed to this certain person, then do not fire the workflow.
AND(
LEFT(PRIORVALUE(OwnerId), 3) = '00G',
LEFT(OwnerId, 3) = '005',
NOT(
$User.Id = "00560000004Yjj5"
))
When lead owner is changed to this certain person, then do not fire the workflow.
AND(
LEFT(PRIORVALUE(OwnerId), 3) = '00G',
LEFT(OwnerId, 3) = '005',
NOT(
$User.Id = "00560000004Yjj5"
))
- Terry_0101
- June 17, 2016
- Like
- 0
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Riddle: how to calculate and then display?
How to divide/multiply a number, and then display values based on the result?
Example:
number__c / 5 * 30
If the answer is below 100, then display "Disappointing"
If the above 101, then display "WOW"
Example:
number__c / 5 * 30
If the answer is below 100, then display "Disappointing"
If the above 101, then display "WOW"
- Terry_0101
- April 25, 2016
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- 0
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Do I need 10 or just 1 validation rule
How to make a DATE field required if a picklist value has been selected?
How to make this apply to 10 separate picklist fields with its own separate 10 DATE fields?
Or, do I need 10 validation rules for each field?
How to make this apply to 10 separate picklist fields with its own separate 10 DATE fields?
Or, do I need 10 validation rules for each field?
- Terry_0101
- April 20, 2016
- Like
- 0
- Continue reading or reply
Yoo Hoo! How to add INCLUDE this?
Hi Gentlemen,
I want to only INCLUDE this Record Type in a formula: RecordType.Name = "Brazil Deals”
Here is my formula:
January_Revenue__c + February_Revenue__c + March_Revenue__c
I want to only INCLUDE this Record Type in a formula: RecordType.Name = "Brazil Deals”
Here is my formula:
January_Revenue__c + February_Revenue__c + March_Revenue__c
- Terry_0101
- April 01, 2016
- Like
- 0
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How to include an exception?
How best to exclude a certain record type into this formula: RecordType.Name = "Brazil Deals"
My formula:
IF(
OR(
Campaign_Start_Date__c>DATE(2016,6,30),
Campaign_End_Date__c<DATE(2016,4,1)),0,
IF(
AND(
Campaign_Start_Date__c>=DATE(2016,4,1),
Campaign_End_Date__c<=DATE(2016,6,30)),
(Campaign_End_Date__c-Campaign_Start_Date__c+1)*Avg_Daily_Revenue__c,
IF(
AND(
Campaign_Start_Date__c<=DATE(2016,4,1),
Campaign_End_Date__c>=DATE(2016,6,30)),
(DATE(2016,6,30)-DATE(2016,4,1)+1)*Avg_Daily_Revenue__c,
)))
My formula:
IF(
OR(
Campaign_Start_Date__c>DATE(2016,6,30),
Campaign_End_Date__c<DATE(2016,4,1)),0,
IF(
AND(
Campaign_Start_Date__c>=DATE(2016,4,1),
Campaign_End_Date__c<=DATE(2016,6,30)),
(Campaign_End_Date__c-Campaign_Start_Date__c+1)*Avg_Daily_Revenue__c,
IF(
AND(
Campaign_Start_Date__c<=DATE(2016,4,1),
Campaign_End_Date__c>=DATE(2016,6,30)),
(DATE(2016,6,30)-DATE(2016,4,1)+1)*Avg_Daily_Revenue__c,
)))
- Terry_0101
- March 31, 2016
- Like
- 0
- Continue reading or reply
Prevent certain picklist values from changing
This is not working below as a user can still change a picklist value from Business (Legal) to another value.
1. How to prevent changing from the these values belowin italics?
2. Also, how to prevent users from choosing these values?
AND (
CASE( Type,
"Business (Legal)", 1,
"Retail (Apparel)",1,
0) = 1,
PRIORVALUE( Type ) <> "Business (Legal)",
PRIORVALUE( Type ) <> "Retail (Apparel)",
ISCHANGED(Type),
NOT(
OR(
$Profile.Id = "00000000", /*sys admin*/
1. How to prevent changing from the these values belowin italics?
2. Also, how to prevent users from choosing these values?
AND (
CASE( Type,
"Business (Legal)", 1,
"Retail (Apparel)",1,
0) = 1,
PRIORVALUE( Type ) <> "Business (Legal)",
PRIORVALUE( Type ) <> "Retail (Apparel)",
ISCHANGED(Type),
NOT(
OR(
$Profile.Id = "00000000", /*sys admin*/
- Terry_0101
- October 31, 2015
- Like
- 0
- Continue reading or reply
Use a Trigger to replace rollups
With standard rollups, I can run an accounts & contacts report and include opportunity values per account. Since I disabled rollups as a result of activating advanced currency, I want to use a trigger to rollup opportunities into accounts. Then run the same contacts & accounts report.
This has nothing to do with contact roles.
What is the trigger for this?
This has nothing to do with contact roles.
What is the trigger for this?
- Terry_0101
- September 21, 2015
- Like
- 0
- Continue reading or reply
Trigger instead of roll up
Roll ups are disabled in our org due to advanced currency.
Can a trigger be used to count opportunities associated to each contact?
Can a trigger be used to count opportunities associated to each contact?
- Terry_0101
- September 21, 2015
- Like
- 0
- Continue reading or reply
Using EQUALS instead of CONTAINS
Hi Hi,
If I use CONTAINS, then the letters kent are mixed up with the United Kingdom's Kent state/province.
How to use equals Kentucky instead of contains?
IF(CONTAINS("Kentucky", State )
If I use CONTAINS, then the letters kent are mixed up with the United Kingdom's Kent state/province.
How to use equals Kentucky instead of contains?
IF(CONTAINS("Kentucky", State )
- Terry_0101
- July 07, 2015
- Like
- 0
- Continue reading or reply
Multiply two numbers
I'm trying to multiply two formula fields with numbers, but these are text data type, since the orginal fields are picklist.
Here is the error when I try to create a new formula field and multiply both fields:
Error: Incorrect parameter type for operator '*'. Expected Number, received Text
Here is the error when I try to create a new formula field and multiply both fields:
Error: Incorrect parameter type for operator '*'. Expected Number, received Text
- Terry_0101
- June 09, 2015
- Like
- 0
- Continue reading or reply
Add numbers in a formula
Each custom field below is a numeric value. I need a formula that adds these in the following pairs as shown below. How to only add "Tier__c + Scope__c", if the other pair is null? And vice versa?
Health__c + Priorty__c
Tier__c + Scope__c
Health__c + Priorty__c
Tier__c + Scope__c
- Terry_0101
- June 04, 2015
- Like
- 0
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Add a country to formula
This formula does work here for the State field:
IF(OR(ISBLANK(State)), "",
IF(CONTAINS("Hawaii:Alaska", State),"Pacific",
"")))
How do I add the COUNTRY field? I want to add this line but the formula fails:
IF(CONTAINS("Australia:New Zeland", Country ), "APAC",
IF(OR(ISBLANK(State)), "",
IF(CONTAINS("Hawaii:Alaska", State),"Pacific",
"")))
How do I add the COUNTRY field? I want to add this line but the formula fails:
IF(CONTAINS("Australia:New Zeland", Country ), "APAC",
- Terry_0101
- May 16, 2015
- Like
- 0
- Continue reading or reply
How to enforce using Val Rule using CONTAINS
If Opp Name contains the word "VIP", then how to enfore a user to enter the word "VIP" into another field?
- Terry_0101
- May 12, 2015
- Like
- 0
- Continue reading or reply
How to make these profiles exempt from this Validation Rule?
How to make these profiles exempt from this Validation Rule? I tried this but it does not work:
&& (NOT($User.ProfileId="005A00000015yWV"))
AND(
Amount__c > 1,
ISBLANK(TEXT( type__c )),
NOT(ISNEW()),
NOT(OR(
$Profile.Id<>"00e40000000oRAA",
$Profile.Id<>"00e4000000132AW",
))
&& (NOT($User.ProfileId="005A00000015yWV"))
AND(
Amount__c > 1,
ISBLANK(TEXT( type__c )),
NOT(ISNEW()),
NOT(OR(
$Profile.Id<>"00e40000000oRAA",
$Profile.Id<>"00e4000000132AW",
))
- Terry_0101
- May 03, 2015
- Like
- 0
- Continue reading or reply
Help - formula field not working
Hi,
This is a formula field with TEXT data type, but I get this error: : (
Error: Incorrect number of parameters for function 'IMAGE()'. Expected 2, received 1
IF(
checkbox__c = TRUE,
IMAGE('/servlet/servlet.FileDownload?file=015w0000003GGGG')
)
This is a formula field with TEXT data type, but I get this error: : (
Error: Incorrect number of parameters for function 'IMAGE()'. Expected 2, received 1
IF(
checkbox__c = TRUE,
IMAGE('/servlet/servlet.FileDownload?file=015w0000003GGGG')
)
- Terry_0101
- September 30, 2016
- Like
- 1
- Continue reading or reply
How to delete APEX Trigger in production on Macbook
I understand that apex edits are done in sandbox. However, Eclipse is not compatiable on Macs.
Will Developer Console work? Or other tools?
Will Developer Console work? Or other tools?
- Terry_0101
- November 13, 2014
- Like
- 1
- Continue reading or reply
Can I select a specific picklist value, if date field is entered?
if a user enters a date value into a date field, can a validation field require a specific picklist value?
AND(
ISBLANK(Ending_Date__c),
OR(
ISPICKVAL( Status__c, 'Pink'),
ISPICKVAL( Status__c, 'Red')))
AND(
ISBLANK(Ending_Date__c),
OR(
ISPICKVAL( Status__c, 'Pink'),
ISPICKVAL( Status__c, 'Red')))
- Terry_0101
- January 31, 2017
- Like
- 0
- Continue reading or reply
How to add numbers in formulas?
Hi - how to fix this formula? If record type is Cake, then make it 0. Then proceed to add up the Amounts 1-3.
IF(
RecordType.Name = "Cake",0,
(Amount_1__c +
Amount_2__c +
Amount_3__c)
IF(
RecordType.Name = "Cake",0,
(Amount_1__c +
Amount_2__c +
Amount_3__c)
- Terry_0101
- October 18, 2016
- Like
- 0
- Continue reading or reply
What is wrong with my validation rule?
This validation rule syntax is fine and saves. But the opportunity record does not error when the Texture__c field is blank.
AND(
$RecordType.Name = "REDSHOES",
Probability > 30,
OR(
ISBLANK(TEXT( Texture__c )),
ISBLANK(TEXT( Category__c )),
ISBLANK( Amount )
))
AND(
$RecordType.Name = "REDSHOES",
Probability > 30,
OR(
ISBLANK(TEXT( Texture__c )),
ISBLANK(TEXT( Category__c )),
ISBLANK( Amount )
))
- Terry_0101
- July 26, 2016
- Like
- 0
- Continue reading or reply
How to identify a Lead Owner?
How to fix this?
When lead owner is changed to this certain person, then do not fire the workflow.
AND(
LEFT(PRIORVALUE(OwnerId), 3) = '00G',
LEFT(OwnerId, 3) = '005',
NOT(
$User.Id = "00560000004Yjj5"
))
When lead owner is changed to this certain person, then do not fire the workflow.
AND(
LEFT(PRIORVALUE(OwnerId), 3) = '00G',
LEFT(OwnerId, 3) = '005',
NOT(
$User.Id = "00560000004Yjj5"
))
- Terry_0101
- June 17, 2016
- Like
- 0
- Continue reading or reply
Yoo Hoo! How to add INCLUDE this?
Hi Gentlemen,
I want to only INCLUDE this Record Type in a formula: RecordType.Name = "Brazil Deals”
Here is my formula:
January_Revenue__c + February_Revenue__c + March_Revenue__c
I want to only INCLUDE this Record Type in a formula: RecordType.Name = "Brazil Deals”
Here is my formula:
January_Revenue__c + February_Revenue__c + March_Revenue__c
- Terry_0101
- April 01, 2016
- Like
- 0
- Continue reading or reply
Trigger instead of roll up
Roll ups are disabled in our org due to advanced currency.
Can a trigger be used to count opportunities associated to each contact?
Can a trigger be used to count opportunities associated to each contact?
- Terry_0101
- September 21, 2015
- Like
- 0
- Continue reading or reply
Using EQUALS instead of CONTAINS
Hi Hi,
If I use CONTAINS, then the letters kent are mixed up with the United Kingdom's Kent state/province.
How to use equals Kentucky instead of contains?
IF(CONTAINS("Kentucky", State )
If I use CONTAINS, then the letters kent are mixed up with the United Kingdom's Kent state/province.
How to use equals Kentucky instead of contains?
IF(CONTAINS("Kentucky", State )
- Terry_0101
- July 07, 2015
- Like
- 0
- Continue reading or reply
Simple Validation Rule malfuntion
How to make these profiles exempt from this Validation Ruel?
AND(
Amount__c > 1,
ISBLANK(TEXT( type__c )),
NOT(ISNEW()),
NOT(OR(
$Profile.Id<>"00e40000000oRAA",
$Profile.Id<>"00e4000000132AW",
))
AND(
Amount__c > 1,
ISBLANK(TEXT( type__c )),
NOT(ISNEW()),
NOT(OR(
$Profile.Id<>"00e40000000oRAA",
$Profile.Id<>"00e4000000132AW",
))
- Terry_0101
- May 01, 2015
- Like
- 0
- Continue reading or reply
How to enforce a date value if another field has data?
Requirement is:
If a "Payment Made" field has a number in it, then do not allow the "Project Date" to be blank. Here is what I have but not working.
AND(
TEXT(Payment_Made__c) = "",
ISBLANK(Project_Date__c))
If a "Payment Made" field has a number in it, then do not allow the "Project Date" to be blank. Here is what I have but not working.
AND(
TEXT(Payment_Made__c) = "",
ISBLANK(Project_Date__c))
- Terry_0101
- April 10, 2015
- Like
- 0
- Continue reading or reply
Prevent two fields from being equal
How to prevent a record save if two fields on an object have same values?
- Terry_0101
- April 09, 2015
- Like
- 0
- Continue reading or reply
Average Age of a record with a certain picklist value
Need a formula that separates the picklist values of the Opp Type field. Then show the average age of that opp (created date - closed won).
Need a separate formula rather than use the report's summary formula.
Need a separate formula rather than use the report's summary formula.
- Terry_0101
- April 01, 2015
- Like
- 0
- Continue reading or reply
Trigger: Update account field from custom object (lookup)
I have a custom object with a lookup relationship to accounts.
I need a trigger that updates an account field when a field from the custom object is populated with a value.
I need a trigger that updates an account field when a field from the custom object is populated with a value.
- Terry_0101
- March 13, 2015
- Like
- 0
- Continue reading or reply
Multiple OR statements in formulas
How to make this validation rule work?
ISPICKVAL ( Products__c, "ABC"),
OR
ISPICKVAL ( Products__c, "DEF"),
AND
ISPICKVAL ( StageName , "Evaluation")
OR
ISPICKVAL ( StageName , "Negotiation")
OR
ISPICKVAL ( StageName , "Sale Pending"),
ISBLANK(TEXT( Cash_Flow_Forecast_report__c ))
))))
ISPICKVAL ( Products__c, "ABC"),
OR
ISPICKVAL ( Products__c, "DEF"),
AND
ISPICKVAL ( StageName , "Evaluation")
OR
ISPICKVAL ( StageName , "Negotiation")
OR
ISPICKVAL ( StageName , "Sale Pending"),
ISBLANK(TEXT( Cash_Flow_Forecast_report__c ))
))))
- Terry_0101
- February 23, 2015
- Like
- 0
- Continue reading or reply
How to use an OR formula?
I have this formula where all 3 fields must be true. However, the last one Source__c should be OR, not AND. How to change this?
AND (ISPICKVAL ( Type, "Customer" ), ISPICKVAL ( Status__c , "New" ),
ISPICKVAL ( Source__c , "Webinar" ))
AND (ISPICKVAL ( Type, "Customer" ), ISPICKVAL ( Status__c , "New" ),
ISPICKVAL ( Source__c , "Webinar" ))
- Terry_0101
- February 17, 2015
- Like
- 0
- Continue reading or reply
How to build a Formula for multiple picklist values?
Hi all,
field: Status
picklist values: new, open, closed
If status equals either new or open, then add a checkmark to another field
I have so far:
IF(ISPICKVAL(case_status__c, "new" ),"Yes","No")
field: Status
picklist values: new, open, closed
If status equals either new or open, then add a checkmark to another field
I have so far:
IF(ISPICKVAL(case_status__c, "new" ),"Yes","No")
- Terry_0101
- December 19, 2014
- Like
- 0
- Continue reading or reply