Good Afternoon All I have downloaded this s-control into my sandbox and love the idea of it but need to tweak a bit. There is a table that allows you to find nearby accounts based on the Account type, however, they are not the account types that my company uses. Can anyone tell me how I can change them to the values that we use? Thanks in advance

Good Afternoon All

Is there a way to change how a email "task" is populated when an email comes in using Outlook syncronization?

I will try to be clearer. When an email comes in it creates a "task" record in the Activity History related list. It appears that the Due Date field is populated based on the date that the email was received. Not necessarily the date that it was syncronized into SFDC. If you notice the example below, the Due Date seems to be populated from the "Received at" date. The Create Date and the Last Modified Date are the date that the Outlook sync happened. My question is, if the Received at Date can be pulled into the Task, can the "Received at" Time be pulled into a field as well.

Assigned To XXXX
Status Completed
Subject Email: RE: Con call this afternon at 2 PM Eastern Name
Due Date 1/8/2008
Related To 00019897
Type Email
Priority Normal
Created By XXXXX, 1/10/2008 2:09 PM
Last Modified By XXXXX, 1/10/2008 2:09 PM
Comments From: JoeSmith@somewhere.com
To: XXXX
Received at: 1/8/2008 3:55:21 PM

I apologize in advance if this doesn't make sense. The purpose of this question is that I have a user that syncs his outlook with SFDC once every few days and he has no way to see, just by looking at the Activity History related list, which email came in first. And there is not a Sort option for that related list.

I thank you all in advance for even trying understand this post but would appreciate even a best guess.

Kim

Hello All

I have created two new record types for the case object that have custom fields that the standard case object does not. These record types have only been assigned to my sys admin profile for testing. I have also created multiple validation rules specific to the new record types. Here is my problem.

If a Support Profile (have not been assigned the new record types) creates a standard case they do not have any problems.

If a different Support Profile (have not been assigned the new record types) creates a standard case they receive the following error:

Error: Invalid Data.
Review all error messages below to correct your data.

* Validation Formula "Missing_SN_Alert_2" Invalid (Could not access the following field: P_N_2__c. Contact your administrator.)

* Validation Formula "Missing_SN_Alert_3" Invalid (Could not access the following field: P_N_3__c. Contact your administrator.)

* Validation Formula "Missing_SN_Alert_4" Invalid (Could not access the following field: P_N_4__c. Contact your administrator.)

* Validation Formula "Quantity_Field_Error_2" Invalid (Could not access the following field: P_N_2__c. Contact your administrator.)

* Validation Formula "Quantity_Field_Error_3" Invalid (Could not access the following field: P_N_3__c. Contact your administrator.)

* Validation Formula "Quantity_Field_Error_4" Invalid (Could not access the following field: P_N_4__c. Contact your administrator.)

I have checked the field security and it is editable to all users and I can't seem to find any difference in the two profiles. Any guidance would be appreciated.

Thanks in advance
Kim

I am trying to create a Validation rule that says if a text field is null and a picklist field is null. I am using the LEN function for the text field which is working well but I am not sure how to determine if a picklist value is null. AND(LEN(S_N_1__c ) = 0, ISPICKVAL( Reason_for_missing_S_N__c), " ") I tried this but it is not working. Thanks in advance. Kim

Does anyone know if there is a way to make a field Read Only after the record is saved. I have created a custom button that creates a new case and pre-populates certain fields that I don't want to be edited after the record has been created. If I make the field Read Only the field will not populate. Any suggestions would be greatly appreciated.

I am having some difficulty with a Validation rule that I have created.

AND(NOT(Service_Exception_Approved__c), ISPICKVAL( Service_Entitlement__c , "False"), Service_Request__c)

What it is suppose to be saying is...If Service Exception Approved checkbox is NOT checked, Service Entitlement picklist has "False" selected and Service Request checkbox IS checked.

Any assitance would be greatly appreciated!!

Hello All

I am trying to create a validation rule that says:
If Date_c Today or is null and Service_c is true error is triggered. This is the formula but it doesn't work if the date field is null.

AND( Date__c TODAY(), Service__c, true)

Any help would be appreciated.

I have a set of custom fields and a checkbox field. I want my custom fields to be required if the checkbox is checked. Below is the formula I came up with based on the examples... but I can't get it to work as I explained above. How should my formula look to achieve this validation rule?

AND (
  OR (
    ISNULL ( Meeting_Date__c ),
    ISNULL ( Account_Attendees_and_Title__c ),
    ISNULL ( Purpose_of_Meeting__c ),
    ISNULL ( Key_Take_Aways__c ),
    ISNULL ( UOLMG_Attendees__c ),
    ISPICKVAL ( Meeting_Type__c , "--NONE--"),
Send_Call_Report_Email__c = TRUE
))

Good Afternoon All I have downloaded this s-control into my sandbox and love the idea of it but need to tweak a bit. There is a table that allows you to find nearby accounts based on the Account type, however, they are not the account types that my company uses. Can anyone tell me how I can change them to the values that we use? Thanks in advance

I have a use case where when an opportunity hits a certain stage, say Pending, then tasks are created via workflow.  This works great.  But I also have a use case where if the opportunity moves to a further stage, say Closed Won, then the previous tasks are no longer necessary and I want them deleted without further action by the assignee.

Is there a way to do this out-of-the-box?  I am sure I can write an Apex trigger to do this, but it would require carnal knowledge of any workflows and I want this to be very configurable for my team in the future.  So, how can I clean up obsolete tasks?

Thanks in advance.