I am need of creating a validation rule that automatically closes a case when case status is set to "T1:Closed and T2:Closed.
They also want to see the close case layout page so they can input their reason to close. (This is the page that you see when you click on the close case button within the case tab).
Users want a validation rule that allows them to close cases automatically from the following status also to see the case close lay out page so they can enter the resolution notes. They don't want to have to click on "close cases" to close out a case.
I am looking to create a trigger under the Cases tab I have two pick lists "Tier Level" which updates "Tier Status" ( I had assistance with creating a a valdiation rule) for this. Since I can not delete the traditional "status" field I need to create a trigger so that when the user makes a selection on the Tier Status pick list it also updates the standard "status" field.
Under the cases tab we have created pick list called "Tier Level" with the following values:
Tier 1 Tier 2 Tier 3 Quality Assurance
I have also created another pick list called "Tier Status" with the following dependent values:
T1: Open T1: Work in Progress T1: Pending Customer Response T1: On-Hold T1: Closed T1: Reopened T2: Open T2: Work in Progress T2: Pending Customer Response T2: On-Hold T2: Closed T2: QA Info Request T2: Work in Progress (T3/QA) T2: Solution Sent from T3/QA T2: Onsite Support Required T2: Reopened T3: Open T3: Work in Progress T3: QA Recreated T3: Assigned to Development QA: Open (Triage) QA: Work in Progress (Triage) QA: Open (Test) QA: Work in Progress (Test)
Tier Level is the "controlling field" and Tier Status is the "dependent" field. I created a validation rule for this dependency. Unfortunately we can not delete the standard field called "Status" which is located under the "Cases" tab.
We will need to create a trigger for when the Tier Status is updated it fires and updates the standard field "Status". This way the user doesn't have to manually change both the Tier Status Field and Status (standard) field.
I am in need to listing Accounts under the Leads tab BUT I need to be able to list hundreds of accounts associated with one lead and track custom fields along with it. I can not create a master detail for these tabs Salesforce won't allow it. I was advised to create a sublist but how do I go about doing that?
I am in need to listing Accounts under the Leads tab BUT I need to be able to list hundreds of accounts associated with one lead and track custom fields along with it. I can not create a master detail for these tabs Salesforce won't allow it. I was advised to create a sublist but how do I go about doing that?
I have created a custom tab called "engagements" where users can add minute minutes it also houses a custom object (related list) which they can click "add members" button and add contacts to this related list. The "Members" custom object currently has a look up going to contact and engagements.
I have also have created a look up relationship that connects it to "organizations". I have a related list in "organizations" that I am looking to have autopopulated once a "member" is added under engagements. I was told by developer support that I need to create a trigger but, don't know where to start.
My current custom object "Member" related list has a look up field linked to organizations (account) but, need it to autopopulate the related list within organizations. Essentially would need to create custom button to have the account field populated.
I am need of creating a validation rule that automatically closes a case when case status is set to "T1:Closed and T2:Closed.
They also want to see the close case layout page so they can input their reason to close. (This is the page that you see when you click on the close case button within the case tab).
I am in need to listing Accounts under the Leads tab BUT I need to be able to list hundreds of accounts associated with one lead and track custom fields along with it. I can not create a master detail for these tabs Salesforce won't allow it. I was advised to create a sublist but how do I go about doing that?
