Hi,

I am building a custom object similar to case. What I want to do is copy fields (notes, reason code) from a case to other cases.

e.g. Customer service calls a client for a invoice payment follow-up(on existing case), the response from client(notes) could be same for other pending invoices. How do we copy these notes to other cases? I am trying to avoid parent-child objects (parent = case, child=pending invoices).

Thanks 

Hi,

I have three custom objects, one of them 'B' is a junction object (Master data relationship with A and C). I want to update the status on a filed on object C; Execute Trigger when the status of object A is changed.

This is what i have and it has issues, can you please guide me where all i am wrong 

Hi, need help with assigning a picklist value to a string. Something like this

Reference_Key2__c = TEXT(Dispute_New__c.Status__c)

where 'status__c' is a pick list and Reference_Key2__c is a string.

Hi, need your help.

I have this Trigger, when i save i get an error. Not able to understand what am i doing wrong? My object API name is Document_ID_c

------------------------

Save error: sObject type 'Document_ID_c' is not supported. If you are attempting to use a custom object, be sure to append the '__c' after the entity name. Please reference your WSDL or the describe call for the appropriate names.

Hi,

I need help In assigning a sales order to a case. A case can have one or more sales order assigned (as line items).

How can I assign a sales order? The sales order already exists and when assigning I want to add more information, which will be a sales order field.

Thanks

Hi,

I am trying to use a workflow to update a Field, the source Field is a formula (referencing another object). The target Field is not being updated.

Field B  (Object Y) = Field A (object X)

When Field B is changed, updated Field C (object Z)

Object Y is junction object, in Master-Detail relationship with Object X and Z

I do not want to use a trigger.

Thanks for your help.

Hi,

I am trying to use a workflow to update a Field, the source Field is a formula (referencing another object). The target Field is not being updated.

Field B  (Object Y) = Field A (object X)

When Field B is changed, updated Field C (object Z)

Object Y is junction object, in Master-Detail relationship with Object X and Z

I do not want to use a trigger.

Thanks for your help.

Hi,

I need help In assigning a sales order to a case. A case can have one or more sales order assigned (as line items).

How can I assign a sales order? The sales order already exists and when assigning I want to add more information, which will be a sales order field.

Thanks

I get this error JVM terminated Exit code=-1 when installing on win 7. Also i get a firewall message, i click allow ans still get this error.

How do i fix this?

Hi,

I want to write a validation which will be active only when a record is being edit - but not active/triggered when record is being created. How can I achieve this?

Thanks for you help.

Hi,

How do i create a workflow filed update rule when a record is deleted?

e.g. Case header has several line items, when a line item is added i am updating fields in another object. I cannot figure out when a case line item is deleted-How do i update the fields.

Appreciate your help.

Hi,

I want to use  'Roll-Up Summary' in my header object (e.g. Invoice header) to sum a field (e.g. production cost) from invoice line item object (production cost field is a lookup from another object e.g. merchandise object)?

I can get other objects which are not lookup's (e.g. sale price from invoice line items) in Roll-Up Summary, but there is no pickvalue for 'production cost'.

Thanks

Hi,

How do i fill/display a lookup (reference to other object filed) before i save my record in create/new mode. In display mode the lookup value is populated, no issues with my lookup.

Thanks

Hi,

I am not sure how the Account data type is defined, it says 'name' unlike text/number/..when you create a new filed.

In my custom object, i am trying to create a field(datatype number) with lookup to Account number (not Account, which i think is a text). When i use 'Account' i get an error 'Incorrect datatype'.

Appreciate your help.

My accounts are shared as 'Team Accounts', when i try to create a record (similar to a case) from my custom app- the search functions does not return any accounts. But my custom object is available in account page, and i can create a record form this page.. What am i missing?

Thanks

Hi,

I am building a custom object similar to case. What I want to do is copy fields (notes, reason code) from a case to other cases.

e.g. Customer service calls a client for a invoice payment follow-up(on existing case), the response from client(notes) could be same for other pending invoices. How do we copy these notes to other cases? I am trying to avoid parent-child objects (parent = case, child=pending invoices).

Thanks 

Hi,

I have three custom objects, one of them 'B' is a junction object (Master data relationship with A and C). I want to update the status on a filed on object C; Execute Trigger when the status of object A is changed.

This is what i have and it has issues, can you please guide me where all i am wrong 

Hi, need help with assigning a picklist value to a string. Something like this

Reference_Key2__c = TEXT(Dispute_New__c.Status__c)

where 'status__c' is a pick list and Reference_Key2__c is a string.

Hi, need your help.

I have this Trigger, when i save i get an error. Not able to understand what am i doing wrong? My object API name is Document_ID_c

------------------------

Save error: sObject type 'Document_ID_c' is not supported. If you are attempting to use a custom object, be sure to append the '__c' after the entity name. Please reference your WSDL or the describe call for the appropriate names.

Hi All,

I want to know about

1. Cross Object Workflow 
2. Where we use cross object workflow
3. Why we use them
4. How to implement

Thanks in Advance

Santosh Raman

Hi,

I need help In assigning a sales order to a case. A case can have one or more sales order assigned (as line items).

How can I assign a sales order? The sales order already exists and when assigning I want to add more information, which will be a sales order field.

Thanks

Hi,

I have two questions related with Approvals.

1. Is their a way to make Approver comments required while approving or rejecting any record?

2.  How can we make any field required on record while some one is approving or rejecting the record?

Cheers!

Rajan

I have created whole dollar discount fields on the Opportunity Products that Roll Up in a custom amount field on the Opportunity however I have a request to override the standard Salesforce amount field with the custom roll up field I have tried to accomplish this with a workflow with a field update this is not working...any suggestions would be great!

Below is the field update I have created:

I have field called 'Theater' under object Account.

Now, I have create a new custom Object called DSP. Under this DSP i create first field 'Account name' as a lookup field to Account.

Now i want to create a second field under DSP object called 'theater'..This theater field should be prepopolated accordingly as i select Account name from lookup. 

How can i create this second field called Theater? Anyone please suggest me the steps. 

Thanks,

Hit

Hi,

How do i create a workflow filed update rule when a record is deleted?

e.g. Case header has several line items, when a line item is added i am updating fields in another object. I cannot figure out when a case line item is deleted-How do i update the fields.

Appreciate your help.

Hi,

I want to use  'Roll-Up Summary' in my header object (e.g. Invoice header) to sum a field (e.g. production cost) from invoice line item object (production cost field is a lookup from another object e.g. merchandise object)?

I can get other objects which are not lookup's (e.g. sale price from invoice line items) in Roll-Up Summary, but there is no pickvalue for 'production cost'.

Thanks

Hi,

How do i fill/display a lookup (reference to other object filed) before i save my record in create/new mode. In display mode the lookup value is populated, no issues with my lookup.

Thanks