I have a tab (for RA Returns) that I want to get a status of the case onto. But the case field is a dropdown. Normally for this, I would create a new field, as a formula, and just insert the field...but for a dropdown it gives me the following message: Error: Field Status is a picklist field. Use it with an ISPICKVAL() or CASE() function instead.
And I freely admit I have not been able to figure out ISPICKVAL() or CASE() on my own...Any ideas?
I am trying to find a way of making a custom tab that is simply a starting point for my support department. They have been having some trouble logging calls and making sure we have good contact information for customers.
This new tab will have fields for:
-Caller Name (Contact Lookup)
-Company (Account)
-Date/Time Called
-Existing Case (if applicable)
Nothing taxing there, I can do all that with the limited knowledge I already have, what I want it to do is then have three buttons to continue:
1 - A "Create New Case" button that will open a new case and populate the caller name as the contact.
2 - A "Go to Case" button that will open the case, preferrably in the edit mode.
3 - A "Go to Account" button that will open the account if the customer doesn't remember their case number.
Is this simple to do? I've never dealt with buttons before, and I'm not REALLY familiar with the SF programming languages...I mostly stick to custom fields so far, and even those are limited in their actual programming. Any help is appreciated.
(Also, if there's already an app I couldn't find that does this, I'd probably be willing to go that route if I had to, but I'm more interested in learning the programming to help out in the future.)
I've been making custom fields for a while, but I haven't really gotten into formula's yet. But our company just switched from 12 month warranty to 14 month warranty...so that's a lot harder to calculate in your head after three or four years. I have two fields: Ship Date (Date field), and warranty length (Picklist). Is there an easy formula that I can create to calculate the warranty expiration from those two fields? or do I need to make a strict number field to make the calculation and just have a list somewhere that I refer to when determining the original length (since it gets to me as "one year, two years, three..." etc.
We track our RA's through the "Return Authorization" App, and the only thing missing from it is the address of where we're shipping it. Since I usually send off an email of all the information to our shipping department, I would like to be able to have the shipping address from the Account Tab show up in that section. I don't have to be able to change it there (though that would be great), but I don't mind going back to the account page to change the information first. I've looked at some of the formula coding, but I don't know much about it yet, I'm trying to self-teach myself on top of my other responsibilities here so any help, or tutorial someone could give me would be REALLY appreciated!
I've been making custom fields for a while, but I haven't really gotten into formula's yet. But our company just switched from 12 month warranty to 14 month warranty...so that's a lot harder to calculate in your head after three or four years. I have two fields: Ship Date (Date field), and warranty length (Picklist). Is there an easy formula that I can create to calculate the warranty expiration from those two fields? or do I need to make a strict number field to make the calculation and just have a list somewhere that I refer to when determining the original length (since it gets to me as "one year, two years, three..." etc.
