I am creating "Data Quality" dashboards and would like to create one showing Opportunities Owned by inactive users. We seem to have Opportunities that don't get reassigned after the owners leave.
To do this I need to create a report on Opportunities that shows the User:Active field for the Owner of the Opportunity . I can't create a custom report type with Opportunities as the primary object and the User object as the child object because the User object isn't available.
I was thinking maybe I could create a formula field on Opportunities to show the "User: Active" status of the Opportunity owner? I am not sure how to go about this.
I looked at a Field Update/ Workflow rule. Current User:Active is available but that doesn't seem to equate to the Owner's user ID.
I need to do some Lead Assignments based on which half of the UK a Lead is in. To determine this, I'm supposed to use the first 1 or 2 alphabetic bytes of the postal code. Postal codes for the UK have a variable format. Some examples are NR7 0WF, EC2Y 9HT, BS99 7AR.
I have been given a spread sheet of the 120 (1 to 2 byte) combinations and a designation of North or South.
My plan is to create a formula field on Lead called UK Territory and do the Lead Assignment off that field. So far, I cannot figure out how to do this. I envision something like this:
If the Lead.Country is UK, United Kingdom
And Lead.Zip/postal code Begins AB,BB,BD,BL,...,G,HD,...,L,LA, etc. put North in the field, otherwise put South.
My questions are:
1) Would BEGINS would be the best choice of operator?
2) How do I handle the postal code when it starts with only 1 alphabetic byte (like W1C 2JL)? (Wildcard would be too wild!)
I am creating "Data Quality" dashboards and would like to create one showing Opportunities Owned by inactive users. We seem to have Opportunities that don't get reassigned after the owners leave.
To do this I need to create a report on Opportunities that shows the User:Active field for the Owner of the Opportunity . I can't create a custom report type with Opportunities as the primary object and the User object as the child object because the User object isn't available.
I was thinking maybe I could create a formula field on Opportunities to show the "User: Active" status of the Opportunity owner? I am not sure how to go about this.
I looked at a Field Update/ Workflow rule. Current User:Active is available but that doesn't seem to equate to the Owner's user ID.
I need to do some Lead Assignments based on which half of the UK a Lead is in. To determine this, I'm supposed to use the first 1 or 2 alphabetic bytes of the postal code. Postal codes for the UK have a variable format. Some examples are NR7 0WF, EC2Y 9HT, BS99 7AR.
I have been given a spread sheet of the 120 (1 to 2 byte) combinations and a designation of North or South.
My plan is to create a formula field on Lead called UK Territory and do the Lead Assignment off that field. So far, I cannot figure out how to do this. I envision something like this:
If the Lead.Country is UK, United Kingdom
And Lead.Zip/postal code Begins AB,BB,BD,BL,...,G,HD,...,L,LA, etc. put North in the field, otherwise put South.
My questions are:
1) Would BEGINS would be the best choice of operator?
2) How do I handle the postal code when it starts with only 1 alphabetic byte (like W1C 2JL)? (Wildcard would be too wild!)
