I am trying to use a workflow rule to create a task which is associated to the lead for a Campaign Member, when the status of the Campaign Member becomes a certain value (e.g. "Qualified"). I have created a workflow rule on the Lead object, picked "Lead: Campaign Member Status" for the rule criteria field, set appropriate conditions (Starts With 'Qualified'), and picked a "create task" action. However, the rule never seems to execute when the Campaign Member status changes to the specified value. (i.e. a task is not created) For now I have set the workflow rule to "Every time a record is created or edited" for now, although I will eventually change it to "When a record is created, or when a record is edited and did not previously meet the rule criteria".
Should the "Lead: Campaign Member Status" field work for this? If I change the criteria to a field which is directly on the Lead object, the task creation takes place, so I know the other settings for the rule are correct.
I apologize in advance if this is an often repeated request; I've been searching the message base for the past 30 minutes and can't find any related threads.
I have created a VisualForce page to override the behavior of the "New" button on a related list. This page works fine, except that when the "Save" button on the page is clicked, it takes me to the view page for the record I just created. I want to take the user to the original page (which contains the related list), just as would happen if I click the "Edit" button next to a related list item. Is there an easy way to do this? I assume I will either need to create a new controller to replace the StandardController, or I'll need to create a controller extension. If there is an example for this that someone could point me to, I would be forever grateful.
I am trying to display the 18 character key for campaigns in the campaign layout using a formula field for easy access to the full key, but using "Id" in the formula field only returns the 15 character key.
I have an s-control that calculates a fee based on whether a [x] checkbox is checked, and the default formatting displays the result with 3-decimal precision. It also displays in a larger font than the rest of the page, and with a white background.
I added some css code intended to bring the (Contract) page's stylesheets into play for the font and background, but I really am more interested in the number format for now.
Currently the s-control is displaying the formula directly, i.e. I do not have a javascript function doing the calculation. I tried that, but my only experience with functions inside s-controls is something that requires a link to be clicked, and in this case I want the number to appear without any further action by the client/user.
Here's the code (the js function is there, but it's not being called (as you can see)):
Code:
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN"
"http://www.w3.org/TR/html4/loose.dtd">
<link href="/dCSS/Theme2/default/common.css" type="text/css"
media="handheld,print,projection,screen,tty,tv" rel="stylesheet" >
<link href="/dCSS/Theme2/default/custom.css" type="text/css"
media="handheld,print,projection,screen,tty,tv" rel="stylesheet">
<HTML>
<!-- HEAD>
<script>
function resizeframe(){
sframe=top.document.getElementById("NCPD_Fee");
sframe.style.height=document.body.clientHeight + "px";
}
function calcNCPDFee(){
// calcNCPDFee calculates 3% * Contract Amount if the NCPD Fee checkbox is checked
var ncpd_fee = {!IF(Contract.NCPD_Member__c, (Contract.Amount__c * 0.03), 0)};
ncpd_fee.toFixed(2);
}
</script>
</HEAD -->
<BODY class="contract">
<!-- DIV class="bPageBlock secondaryPalette" -->
<DIV class="pbBody">
<DIV class="pbSubsection" -->
<TABLE class="detailList">
<TR>
<TD class="labelCol">
// Here is where the calculation is actually being displayed: NCPD Fee: {!IF(Contract.NCPD_Member__c, (Contract.Amount__c * 0.03), 0)}
</TD>
</TR>
</TABLE>
</DIV>
</DIV>
<!-- /DIV -->
</BODY>
</HTML>
