I have a workflow rule that is not working as expected, and am hoping that someone in this community may have some insights regarding why, and what I can do to resolve it.
What I am trying to do is change the record type when a certain condition is met -- and only when this condition is met. The criteria I am using is:
Rule Criteria
(Task: Status equals Completed)and(Current User: Profile equals Mitchell Field Services)
The workflow action is a field update.
Object
Task
Field to Update
Task Record Type
Field Data Type
Record Type
Field Value
Field Service Task-COMPLETE
What is happening is that the record type gets updated to Field Service Task-COMPLETE, regardless of what the user's profile is.
AND (
NOT
(ISPICKVAL( Stage_at_Loss__c , "")),
(
OR
(ISPICKVAL( StageName, "Closed Lost"),
ISPICKVAL( StageName, "Abandoned"))
)
)
Hello all!
I want a picklist to be required if our Stage picklist equals "Closed Lost" or "Abandoned". Above is the code I thought would work, and it does, but not in the way I want it to. It will required our "Stage at Loss" picklist to be required under the given parameters, but it won't let you save the Opportunity. You have to move it to another stage, edit the Opportunity, and then move it back.
In our Sales org we have account reps with around 250 accounts each which are being synchronised ok.
We want to expand the synchronisation to 1 level higher in the territiory hierarchy i.e. Area Sales Managers.
As each area sales manager can have up to 9 Reps, this gives around 1750 accounts to synchronise (well within the 5,000 limit), but here's the problem:
How do I populate the Area Sales Managers synchronisation list automatically to reflect the customer accounts owned by the account reps?
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The problem is that this week the blank picklist fields started showing #Error! in them instead of ________. This is conincident with Spring 07 being implemented. Has anyone experienced a sudden problem with mail merge after Spring 07 or know of any other reason for the error?
My company has a number of prodcts sold in "bundles". That is, they contain several products sold together. I'd like to include these bundles in my standard pricebook with the underlying products represented.
For instand, Bundle A includes Products 1, 5 and 8. How do I create a pricebook entry where I select Bundle A, and add products 1, 5 and 8? Is it possible?
