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Need help with creating a formula
ALSO
We would also like the "Communication Preference Confirmed" text field to show "Required" if the "Communication Opt in" checkbox is blank and the "Email Opt Out" = False
Thanks!
- Jennifer Dobos
- June 20, 2014
- Like
- 1
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Validation Rule Only Works for Sys Admins
NOT(ISPICKVAL(Status,'Closed')) &&
IF( AssetId <> NULL, Asset.AccountId <> AccountId, false)
I wrote 2 others, that didn't ever evaluate to true:
NOT(ISPICKVAL(Status,'Closed')) &&
IF( NOT(ISBLANK( AssetId )) ,
Asset.Account.Name = Account.Name,false)
NOT(ISPICKVAL(Status,'Closed')) &&
IF(AssetId <> NULL,
If( AccountId <> NULL,
Asset.Account.Name <> Account.Name,false), false)
What don't any of these work? What should the rule say??
- Gabe Marquez
- June 13, 2014
- Like
- 0
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Validation Rules for picklist and text fields
I need the "Former Customer Notes" field (which is a text field) to become required when the "Former Customer" field (picklist) is marked "Yes." What is the formula to do this?
- Amanda Showers
- June 12, 2014
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- 0
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Adding Date/Time Fields
I have a strange scenerio that I am not sure is possible. What I am trying to do is take a date/time field and a number field and get another date time field. So the use case is the client has a start date and time (date/time field) and a the duration (number field) the duration is the total hours worked. The idea is to get the end time from the start date and time and the duration. Now I if this does not work I may propose trying to use two date/time fields to get the duration. If that is easier what would the formula be for the duration field. Thank you for your help.
- Terry Jaeger
- March 04, 2014
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Formula for date-field update
Now I've made the email templates,alerts and started working on my workflow rule and this is what I've come up :
AND(ISCHANGED(Installation_Completion_Date__c))
and evaluation criteria is : Evaluate the rule when a record is created, and every time it’s edited
but I'm not sure how to put this part that alert goes off only when it has a date(old value) and the date changes(new value). Now whenever I put date to the field (even when I set the value for the first time) it sends me the email.
- Laaral
- March 04, 2014
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- 0
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PRIORVALUE ISPICKVAL CONTAINS
I am trying to write a Workflow rule such that when Status__c is changed from any of the Active values to the Closed values, populate the Closed_Date__c field with date today().
This is my workflow rule but it is giving syntax error
Error: Field Status__c is a picklist field. Picklist fields are only supported in certain functions.
AND(
ISCHANGED(Status__c), ISPICKVAL( PRIORVALUE(CONTAINS(Status__c,"Active"))), ISPICKVAL(CONTAINS(Status__c,"Closed"))
)
- Sabrent
- February 18, 2014
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- 0
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Last modified date workflow rule
Can you Please help me with this Workflow rule and time dependent rule?
- nksf
- January 25, 2014
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- 0
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Calculate week of the month
Hi,
I'm trying to calculate the week of month nd m failing with this approach.
MOD(FLOOR((StartDate__c - DATE(YEAR(StartDate__c),1,1)/7) + 26,52)+1)
what I actually want is suppose if I have 52 records created with the start date and end dates like.. 1st... 1/1/2014 to 8/1/2014. 2nd ... 8/1/2014 to 15/1/2014 and so on....
so I want to calculate that what is the number of week like.... 1st week , 2nd week and so on....
if anyone has the solution for this than please let me know .............. thanks in advance..... :)
- aks001
- December 05, 2013
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- 0
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Need Help: Validation Rule is not executing as desired
Hey Guys,
we have a validation rule on (xyz__c) field.. It's like this " whenever any change to a field (xyz__c) is made , users need to select the reasons in reason__c field. But it is prompting the users to select the reasons (reason__c) whenever any change is made to any field on the that record. In short , validation rule should be valid only for xyz__c but it is working on all fields. Below is the validation rule.
AND(
$Profile.Id <> "00e70000000owrS",
ISCHANGED(xyz__c ),
TEXT(reason__c)=""
)
- sml9099
- December 05, 2013
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- 0
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conditional validation rule
Hi i'm trying to re-write this formula and having some syntax issue :(
Old rule condition was : if 1st established contact already contains a date, canot change it
New rule condition is as follow: If established 1st contact is WITHIN last 3 months, that date cannot be changed with exception for admin
Here is old formula without new condition
AND(
NOT($Profile.Name = "System Administrator"),
ISCHANGED(Established_1st_Contact__c),
NOT(
ISBLANK(
PRIORVALUE(Established_1st_Contact__c))))
If nayone can help, i would appreciate
Thx in advance
- cldave
- November 04, 2013
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- 0
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hyperlink in Custom Email Message / docusign javascript custom button
hi All,
i'm trying to put a hyperlink into the CEM parameter in a docusign custom buttom,
i've tried the below but it doesn't work..
<a href="link"><B>text</B></a>
{!LINKTO(label, target, id, [inputs], [no override]}
string.link("link")
any help is much appreaciated:)
- Agi
- June 17, 2016
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- 0
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Trigger to update Opportunity stage from Task subject
there are two user lookups on the opp, when the user in lookup A sends the email and the subject contains X, or user B with subject Y, i'd like a picklist C or D to be updated with a value "in progress"
i found this but i cant modify to meet the above..
trigger TaskSubject on Task (after update, after insert) {
set<id> accountIdSet = new set<id>();
//capture all the subject names in a set
//set<string> subjectName = new set<string>{'financial review','legal precheck'};
map<id, list<opportunity>> opptyMap = new map<id, list<opportunity>>();
list<opportunity> updateOppList = new list<opportunity>();
//get those tasks where the tasks are related to opp, Capture the account IDs in a set.
for(task t: trigger.new){
string tempId = string.valueOf(t.WhatId);
if(tempId.startsWith('006')){
oppIdSet.add(t.whatId);
} }
//If we get the opportunities then change the stage.
if(Trigger.isUpdate && opptyMap.size()>0){
for(task t: trigger.new){
//Check if the subject of the task is one among the set
//and also confirm that the subject has been changed.
if(t.subject != trigger.oldMap.get(t.id).subject && opptyMap.containsKey(t.whatId)){
//iterate thru the list of the opportunity associated with that account
//and check which of the opportunity contains the task subject in the
//opportunity name and update the stage to qualification
for(opportunity oppty: opptyMap.get(t.whatId)){
if(oppty.name.contains(t.subject)){
oppty.stageName='Qualification';
updateOppList.add(oppty);
} } } } }
if(Trigger.isInsert && opptyMap.size()>0){
for(task t: trigger.new){
if(opptyMap.containsKey(t.whatId)){
for(opportunity oppty: opptyMap.get(t.whatId)){
if(oppty.name.contains(t.subject)){
oppty.stageName='Qualification';
updateOppList.add(oppty);
} } } } }
//update the oppties
if(updateOppList.size()>0){
update updateOppList;
} }
- Agi
- February 11, 2016
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save=1 in custom button
can you please help me,
i receive an error message :
Review all error messages below to correct your data.
The page you submitted was invalid for your session. Please click Save again to confirm your change.
/00T/e?who_id={!User.Id}&retURL=%2FContact.Id&RecordType=xxxxxxxxxxxxxxx&ent=Task&tsk5=Validate Contact&tsk4={!DATE( YEAR(TODAY()),month( TODAY()),DAY(TODAY()+7))}&tsk2_lkid={!Contact.Id}&tsk2={!Contact.Name}&save=1&retURL={!Contact.Id}
the task should be saved with the prepopulated fields once clicked on the button, but i've seen in several posts that save=1 stopped working.
Can any body please advise how to put the above into Javascript / onclick JavaScript custom button?
thanks in advance,
agi
- Agi
- January 27, 2014
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Trigger to update Opportunity stage from Task subject
there are two user lookups on the opp, when the user in lookup A sends the email and the subject contains X, or user B with subject Y, i'd like a picklist C or D to be updated with a value "in progress"
i found this but i cant modify to meet the above..
trigger TaskSubject on Task (after update, after insert) {
set<id> accountIdSet = new set<id>();
//capture all the subject names in a set
//set<string> subjectName = new set<string>{'financial review','legal precheck'};
map<id, list<opportunity>> opptyMap = new map<id, list<opportunity>>();
list<opportunity> updateOppList = new list<opportunity>();
//get those tasks where the tasks are related to opp, Capture the account IDs in a set.
for(task t: trigger.new){
string tempId = string.valueOf(t.WhatId);
if(tempId.startsWith('006')){
oppIdSet.add(t.whatId);
} }
//If we get the opportunities then change the stage.
if(Trigger.isUpdate && opptyMap.size()>0){
for(task t: trigger.new){
//Check if the subject of the task is one among the set
//and also confirm that the subject has been changed.
if(t.subject != trigger.oldMap.get(t.id).subject && opptyMap.containsKey(t.whatId)){
//iterate thru the list of the opportunity associated with that account
//and check which of the opportunity contains the task subject in the
//opportunity name and update the stage to qualification
for(opportunity oppty: opptyMap.get(t.whatId)){
if(oppty.name.contains(t.subject)){
oppty.stageName='Qualification';
updateOppList.add(oppty);
} } } } }
if(Trigger.isInsert && opptyMap.size()>0){
for(task t: trigger.new){
if(opptyMap.containsKey(t.whatId)){
for(opportunity oppty: opptyMap.get(t.whatId)){
if(oppty.name.contains(t.subject)){
oppty.stageName='Qualification';
updateOppList.add(oppty);
} } } } }
//update the oppties
if(updateOppList.size()>0){
update updateOppList;
} }
- Agi
- February 11, 2016
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- 0
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Formula
i crete one formula field for find the age of student in that i wrote dis (YEAR(TODAY())-YEAR(DOB__c) Formula
now i get age in years
next one more formula fiedls for months in that i wrote dis MONTH(TODAY())-MONTH(DOB__c) formula and days for DAY(TODAY())-DAY(DOB__c).
I get perfect answers but my requirement is in need years months days in one formula field ...
what formula i can write send answer any one please
- nikki goud
- September 11, 2014
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- 0
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My formula with CASE doesn't work, please help!!!
I am looking for a solution how to express a formula for an user-defined field with the following description:
the formula should show the corresponding letter salutation dependent on the picklist values in fields Salutation and tthe Contact Language, for example:
- if you choose in the picklist Salutation "Mr." and the Contact Language is "English", the user-defined field will show for example the expression "Dear Mr. John Benson" for John Benson, in the user-defined field
- if you choose in the picklist Salutation "Mrs." and the Contact Language is "English", the user-defined field will show for example the expression "Dear Mrs. Diana Fox" for Diana Fox
- if you choose in the picklist Salutation "Herr" and the Contact Language is "German", the user-defined field will show for example the expression "Sehr geehrter Herr X Y" for X Y
- if you choose in the picklist Salutation "Frau" and the Contact Language is "German", the user-defined field will show for example the expression "Sehr geehrte Frau A B" for A B
I wrote this formula, which unfortunately is not working right:
if((ISPICKVAL(Sprache__c ,"Deutsch") && (ISPICKVAL(Salutation ,"Herr"))),"Sehr geehrter Herr" & FirstName & LastName)
if((ISPICKVAL(Sprache__c ,"Deutsch") && (ISPICKVAL(Salutation ,"Frau"))),"Sehr geehrte Frau" & FirstName & LastName) OR
if((ISPICKVAL(Sprache__c ,"Englisch") && (ISPICKVAL(Salutation ,"Mr."))),"Dear Mr." & FirstName & LastName) OR
if((ISPICKVAL(Sprache__c ,"Englisch") && (ISPICKVAL(Salutation ,"Mrs."))),"Dear Mrs." & FirstName & LastName)
The syntax error says "extra if"
witth CASE:
CASE((ISPICKVAL(Sprache__c ,"Deutsch")) && (ISPICKVAL(Salutation ,"Herr")),"Sehr geehrter Herr" & FirstName & LastName,
((ISPICKVAL(Sprache__c ,"Deutsch")) && (ISPICKVAL(Salutation ,"Frau"))),"Sehr geehrte Frau" & FirstName & LastName,
((ISPICKVAL(Sprache__c ,"Englisch")) && (ISPICKVAL(Salutation ,"Herr"))),"Dear Mr." & FirstName & LastName,
((ISPICKVAL(Sprache__c ,"Englisch")) && (ISPICKVAL(Salutation ,"Frau"))),"Dear Mrs." & FirstName & LastName)
it says: "incorrect argument type for CASE"
Can anybody please help me? what am I doing wrong?
- Roger Redford
- July 05, 2014
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- 0
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How can I make a lookup field read-only?
I have a junction-like object of two lookup fields. Now I want those two fields to be read-only on their page layouts. How can I make it?
I used all ways like Page Layout, Field level security, Profiles, etc.
Please help.
Thanks in advance.
- Pronow
- June 24, 2014
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- 2
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Need help with creating a formula
ALSO
We would also like the "Communication Preference Confirmed" text field to show "Required" if the "Communication Opt in" checkbox is blank and the "Email Opt Out" = False
Thanks!
- Jennifer Dobos
- June 20, 2014
- Like
- 1
- Continue reading or reply
Summation Field Using Previous Value + Imported Value (xPost from Formulas)
We have a field "Lifetime__c", that we would like to show a summation of all hourly imported values (importing to "Imported__c"). A simple formula field seems circular (Lifetime__c + Imported__c = Lifetime__c). What is the best way to go about this? Is there a way to create a field that does not overwrite, but adds on? A better formula field? Triggers? Roll-Up Summary Fields??
The goal is to have Lifetime__c updated hourly with a numerical value being imported (and overwritten) hourly to Imported__c like thus:
Hour 0: Imported__c - 5 Lifetime__c - 5
Hour 1: Imported__c - 3 Lifetime__c - 8
Hour 2: Imported__c - 7 Lifetime__c - 15
Any insight would be greatly appreciated. Thanks!!!
- Patrick Conner
- June 19, 2014
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- 0
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Summation Field Using Previous Value + Imported Value
The goal is to have Lifetime__c updated hourly with a numerical value being imported (and overwritten) hourly to Imported__c like thus:
Hour 0: Imported__c - 5 Lifetime__c - 5
Hour 1: Imported__c - 3 Lifetime__c - 8
Hour 2: Imported__c - 7 Lifetime__c - 15
etc...
Any insight would be greatly appreciated. Thanks!!!
- Patrick Conner
- June 18, 2014
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- 0
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Validation Rule for Address Required on new and current Accounts
AND (
DATEVALUE( CreatedDate ) >= DATEVALUE('2011-06-01'),
OR(
ISBLANK( BillingStreet ),
ISBLANK( BillingCity ),
ISBLANK( BillingState ),
ISBLANK( BillingPostalCode )
))
- Rung41
- June 16, 2014
- Like
- 0
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Validation Rule Only Works for Sys Admins
NOT(ISPICKVAL(Status,'Closed')) &&
IF( AssetId <> NULL, Asset.AccountId <> AccountId, false)
I wrote 2 others, that didn't ever evaluate to true:
NOT(ISPICKVAL(Status,'Closed')) &&
IF( NOT(ISBLANK( AssetId )) ,
Asset.Account.Name = Account.Name,false)
NOT(ISPICKVAL(Status,'Closed')) &&
IF(AssetId <> NULL,
If( AccountId <> NULL,
Asset.Account.Name <> Account.Name,false), false)
What don't any of these work? What should the rule say??
- Gabe Marquez
- June 13, 2014
- Like
- 0
- Continue reading or reply
Validation Rules for picklist and text fields
I need the "Former Customer Notes" field (which is a text field) to become required when the "Former Customer" field (picklist) is marked "Yes." What is the formula to do this?
- Amanda Showers
- June 12, 2014
- Like
- 0
- Continue reading or reply
Why CASESAFEID() is so expensive in formulas and how to workaround this?
I have an junction object with three lookup fields to three budget types (other objects). They are filled in depended on selected record type.
As result of formula I want to have 18 character Id.
Formula:
CASE(RecordType.Name, 'Product Budget', EMS_Product_Budget_gne__r.Id, 'Region Budget', EMS_Region_Budget_gne__r.Id, EMS_Territory_Budget_gne__r.Id)
Compiled size: 523 characters. Great but it returns 15char Id. Lets use CASESAFEID()
CASESAFEID( CASE(RecordType.Name, 'Product Budget Allocation', EMS_Product_Budget_gne__r.Id, 'Region Budget Allocation', EMS_Region_Budget_gne__r.Id, EMS_Territory_Budget_gne__r.Id) )
Error: Compiled formula is too big to execute (9,780 characters). Maximum size is 5,000 characters.
CASE(RecordType.Name, 'Product Budget Allocation', CASESAFEID( EMS_Product_Budget_gne__r.Id), 'Region Budget Allocation', CASESAFEID( EMS_Region_Budget_gne__r.Id), CASESAFEID( EMS_Territory_Budget_gne__r.Id) )
Error: Compiled formula is too big to execute (8,374 characters). Maximum size is 5,000 characters
Why is it that expensive? Is there a way to wokaround this?
- Paweł Woźniak
- June 12, 2014
- Like
- 2
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Asset History Tracking using PRIORVALUE Field
Here is my Workflow Rule:
OR(
ISCHANGED( AccountId ),
ISCHANGED( ContactId),
ISCHANGED( SerialNumber ),
ISCHANGED( Serial_Number_2__c ),
ISCHANGED( Hardware_Status__c ),
ISCHANGED( Hardware_Model_iSC1__c),
ISCHANGED( Hardware_Model_iSC2__c )
)
Here is my Field Update:
"Asset changed from " +
PRIORVALUE(AccountId) + "to " + AccountId + BR() +
PRIORVALUE( ContactId ) + "to " + ContactId + BR() +
PRIORVALUE( SerialNumber )+ "to " + SerialNumber + BR() +
PRIORVALUE( Serial_Number_2__c )+ "to " + Serial_Number_2__c + BR() +
PRIORVALUE( Hardware_Status__c ) + "to " + TEXT(Hardware_Status__c) + BR() +
PRIORVALUE( Hardware_Model_iSC1__c ) + "to " + TEXT(Hardware_Model_iSC1__c) + BR() +
PRIORVALUE( Hardware_Model_iSC2__c ) + "to " + TEXT(Hardware_Model_iSC2__c) + BR() + "by " +
LastModifiedById + BR() +
PRIORVALUE(Asset_History_Log__c)
The problem lies in the values the picklists are returning are not the actual PRIORVALUE, it is returning the picklist number(see bold below).
11to In Storage - New
1to ISC250-01P1227A
1to ISC250-01T2394A
Thoughts on how I can get the actual value to return? Thanks,
- Cheryl Besch
- June 10, 2014
- Like
- 0
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Locate RecordID in Search Format?
- Kunal Sharma 11
- June 09, 2014
- Like
- 0
- Continue reading or reply
Data Classification with Exception Formula
We are attempting to group Contact Titles into a Roles Custom Contact Field. Here is what we have so far:
The issue: We want to add an IF(CONTAINS(Title, "AP"), "Finance", BUT it is pulling in anything with AP in the title. Is there a way to run the IF CONTAINS, and then an exception like but NOT(CONTAINS(Title, "SAP" ??
Any ideas are appreciated! Thanks!
IF(CONTAINS(Title, "Assistant"), "Assistant",
IF(CONTAINS(Title, "Basis"), "Other",
IF(CONTAINS(Title, "Supply Chain"), "Other",
IF(CONTAINS(Title, "Security"), "Other",
IF(CONTAINS(Title, "Chief Financial Officer"), "CFO",
IF(CONTAINS(Title, "VP Finance"), "CFO",
IF(CONTAINS(Title, "Vice President Finance"), "CFO",
IF(CONTAINS(Title, "Chief Information Officer"), "CIO",
IF(CONTAINS(Title, "Accountant"), "Finance",
IF(CONTAINS(Title, "Accounting"), "Finance",
IF(CONTAINS(Title, "CFO"), "CFO",
IF(CONTAINS(Title, "CIO"), "CIO",
IF(CONTAINS(Title, "VP IT"), "CIO",
IF(CONTAINS(Title, "Vice President IT"), "CIO",
IF(CONTAINS(Title, "IT"), "IT",
IF(CONTAINS(Title, "IT Manager"), "IT",
IF(CONTAINS(Title, "IT Director"), "IT",
IF(CONTAINS(Title, "Information Technology"), "IT",
IF(CONTAINS(Title, "CEO"), "CEO",
IF(CONTAINS(Title, "Chief Executive Officer"), "CEO",
IF(CONTAINS(Title, "Operations"), "Operations",
IF(CONTAINS(Title, "Operating"), "Operations",
IF(CONTAINS(Title, "COO"), "COO",
IF(CONTAINS(Title, "CTO"), "CTO",
IF(CONTAINS(Title, "Chief Technology Officer"), "CTO",
IF(CONTAINS(Title, "Chief Technical Officer"), "CTO",
IF(CONTAINS(Title, "VP Technology"), "CTO",
IF(CONTAINS(Title, "Vice President Technology"), "CTO",
IF(CONTAINS(Title, "Information Systems"), "CTO",
IF(CONTAINS(Title, "Sales"), "Sales",
IF(CONTAINS(Title, "Human Resources"), "HR",
IF(CONTAINS(Title, "Procurement"), "Procurement", NULL))))))))))))))))))))))))))))))))
- Jessica Eagan
- June 03, 2014
- Like
- 0
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How to conver number to time formart ( hh:mm:ss) in report?
I have a column (number) that is calculated in mins and I would like to show as time format (hh:mm:ss) in my report instead of whole number.
For example,
- 45 will show 00:45:00,
- 65 will show 01:05:00
is there any formula rules in report can do this?
- hy.lim1.3897974166558203E12
- June 03, 2014
- Like
- 0
- Continue reading or reply
Formula which counts date from months
Here is my formula before I found out that all the values aren't divisible by 12:
DATE(
(YEAR(Service_Contract_Period_Start_Date__c)+VALUE(TEXT(Service_Contract_Term__c ))/12),
MONTH(Service_Contract_Period_Start_Date__c),
DAY(Service_Contract_Period_Start_Date__c)
)
How should I solve this ?
- Laaral
- June 02, 2014
- Like
- 0
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Field auto populate on particulay layout
E.G. if the Estimated GP Margin is 43% the GP Margin Range should be 40-50%.
- sundhar.mks1.3962649227519546E12
- May 30, 2014
- Like
- 0
- Continue reading or reply
Forula Field for calculating Day Shift and Night Shift from Date/Time Fields
Day Shift = 6 am to 6 pm (with same day)
Night Shift = 6 pm to 6am (across 2 days)
Thanks in advance for any ideas about ways to do this.
Sean
- sryan
- May 19, 2014
- Like
- 1
- Continue reading or reply
Validation rule - if one of many picklist values is selected, another field becomes mandatory HELP
- kayleigh.bates1.3951588830825535E12
- March 18, 2014
- Like
- 0
- Continue reading or reply
prevent skipping stages on opportunity
OR(and(
ispickval<>(priorvalue(stage), "Presented Program")
,ispickval(stage,"Statement Collected")
),and(
<>ispickval(priorvalue(stage), "Statement Collected")
,ispickval(stage,"Statement Analyzed")
),and(
<>ispickval(priorvalue(stage), "Statement Analyzed")
,ispickval(stage,"Analyzer Presented")
),and(
<>ispickval(priorvalue(stage), "Analyzer Presented")
,ispickval(stage,"Closed Won")
))
- kimstites1.389118431736615E12
- March 18, 2014
- Like
- 0
- Continue reading or reply