Hello there! I have created two validation rules on case to require users to complete specific fields upon closing the case. All teams are required to complete the description except one. So, I created two rules. One for the individual team and one for everyone else.
RULE 1 - Here's the formula for (mostly) everyone: OR( ISPICKVAL(Type, ""), INCLUDES(Reason__c, ""), ISBLANK(Description), ISPICKVAL(Resolution__c, "") ) && OR( ISPICKVAL ( Status , "Closed"), ISPICKVAL ( Status , "Closed - Auto") ) && NOT( RecordType.DeveloperName = "Credit Department") Error message: Type, Reason, Description, and Resolution fields are required upon case close.
RULE 2 - Here's the formula for Credit Dept.: OR( ISPICKVAL(Type, ""), INCLUDES(Reason__c, ""), ISPICKVAL(Resolution__c, "") ) && OR( ISPICKVAL ( Status , "Closed"), ISPICKVAL ( Status , "Closed - Auto") ) && (RecordType.DeveloperName = "Credit Department") Error Message: Type, Reason, and Resolution fields are required upon case close.
When I test to close a Credit Department case without reason description, it gives me the error message from the first rule. I have also tried this by using "RecordType.id = long 18 digit id" instead of name
I am having trouble submitting my challenge in Trailhead for the Integrate External Data Unit. I have gone over it a few times and can't figure out what the problem is.
The error message I am receiving is: Challenge not yet complete in My Trailhead Playground 1 The 'Phone__x' external object is not correctly setup with an indirect relationship to the User standard object.
In regards to the challenge, it says to: Change the 'UUID' field on the 'Phone__x' external object to be an indirect lookup relationship to the 'User' standard object. Use the 'Phone_UUID__c' field as the matching key for this indirect lookup relationship.
Here it says the UUID__c is set up as an Indirect Lookup to 'User':
Here is the edit UUID screen:
It may just be that I am looking over something simple... Thanks in advance for your help!
Hello there! I have created two validation rules on case to require users to complete specific fields upon closing the case. All teams are required to complete the description except one. So, I created two rules. One for the individual team and one for everyone else.
RULE 1 - Here's the formula for (mostly) everyone: OR( ISPICKVAL(Type, ""), INCLUDES(Reason__c, ""), ISBLANK(Description), ISPICKVAL(Resolution__c, "") ) && OR( ISPICKVAL ( Status , "Closed"), ISPICKVAL ( Status , "Closed - Auto") ) && NOT( RecordType.DeveloperName = "Credit Department") Error message: Type, Reason, Description, and Resolution fields are required upon case close.
RULE 2 - Here's the formula for Credit Dept.: OR( ISPICKVAL(Type, ""), INCLUDES(Reason__c, ""), ISPICKVAL(Resolution__c, "") ) && OR( ISPICKVAL ( Status , "Closed"), ISPICKVAL ( Status , "Closed - Auto") ) && (RecordType.DeveloperName = "Credit Department") Error Message: Type, Reason, and Resolution fields are required upon case close.
When I test to close a Credit Department case without reason description, it gives me the error message from the first rule. I have also tried this by using "RecordType.id = long 18 digit id" instead of name
I am having trouble submitting my challenge in Trailhead for the Integrate External Data Unit. I have gone over it a few times and can't figure out what the problem is.
The error message I am receiving is: Challenge not yet complete in My Trailhead Playground 1 The 'Phone__x' external object is not correctly setup with an indirect relationship to the User standard object.
In regards to the challenge, it says to: Change the 'UUID' field on the 'Phone__x' external object to be an indirect lookup relationship to the 'User' standard object. Use the 'Phone_UUID__c' field as the matching key for this indirect lookup relationship.
Here it says the UUID__c is set up as an Indirect Lookup to 'User':
Here is the edit UUID screen:
It may just be that I am looking over something simple... Thanks in advance for your help!
