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  • Dan Mattison
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3 replies

Populate a default value on Account creation from Users picklist field.

Hi All,  I am trying to create a formula field to populate a default Account.Legal Entity (picklist) value from the Users.Legal Entity (picklist) based on the creating Users User.Legal Entity.  Example: If the User creating the Account has a Legal Entity value of 'Canada', then default the Account Legal Entity value to 'Canada' on the new Account record.

Thoughts?

Thank you!
6 replies

Update Formula field based on multiple field values.

Hi All,
I am trying to update a formula field based on the entry of multiple checkbox fields.   The formula for a single field works fine
      (IF( Purchase_Warranty__c, 'True', 'Purchase Warranty') ,
but when I try to add an additional field, I receive an "Error: Syntax error. Extra IF" message.
      IF( Purchase_Warranty__c, 'True', 'Purchase Warranty')
      IF( Purchase_Warranty_2__c, 'True', 'Purchase Warranty')
What syntax should I use to include multiple fields to populate a formula field?
Thank you.
0 replies

Our business process requires us to print elements of the current Case record. Has anyone been able to execute a report from a Case record that would print element of the current Case?

Our business process requires us to print elements of the current Case record for consumption by production users.  Has anyone been able to execute a report from a Case record that would print elements of the current Case?
0 replies

How to add Email-to-Case 'Routing Name' as a custom case field?

We have several E2C being assigned to the same Queue.  To assist users in identifying which E2C the Case was created from, we would like to add the E2C Routing Name' to a Case List View.  Of course, the Routing Name would need to be a field on the Case object.  How can we add the E2C Routing Name to a new custom case field?
3 replies

Populate a default value on Account creation from Users picklist field.

Hi All,  I am trying to create a formula field to populate a default Account.Legal Entity (picklist) value from the Users.Legal Entity (picklist) based on the creating Users User.Legal Entity.  Example: If the User creating the Account has a Legal Entity value of 'Canada', then default the Account Legal Entity value to 'Canada' on the new Account record.

Thoughts?

Thank you!
6 replies

Update Formula field based on multiple field values.

Hi All,
I am trying to update a formula field based on the entry of multiple checkbox fields.   The formula for a single field works fine
      (IF( Purchase_Warranty__c, 'True', 'Purchase Warranty') ,
but when I try to add an additional field, I receive an "Error: Syntax error. Extra IF" message.
      IF( Purchase_Warranty__c, 'True', 'Purchase Warranty')
      IF( Purchase_Warranty_2__c, 'True', 'Purchase Warranty')
What syntax should I use to include multiple fields to populate a formula field?
Thank you.