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How to require certain picklist values?

How to require certain picklist values, when a date field is populated?

Terry_0101
January 31, 2017
Like
0

Can I select a specific picklist value, if date field is entered?

if a user enters a date value into a date field, can a validation field require a specific picklist value?

AND(
ISBLANK(Ending_Date__c),
OR(
ISPICKVAL( Status__c, 'Pink'),
ISPICKVAL( Status__c, 'Red')))

Terry_0101
January 31, 2017
Like
0

4 replies

Display a YES, if value is greater than 0

I have 5 numeric fields. If any of those have a value greater than 0, then display a YES.

Terry_0101
November 19, 2016
Like
0

3 replies

How to add numbers in formulas?

Hi - how to fix this formula? If record type is Cake, then make it 0. Then proceed to add up the Amounts 1-3.

IF(
RecordType.Name = "Cake",0,
(Amount_1__c +
Amount_2__c +
Amount_3__c)

Terry_0101
October 18, 2016
Like
0

3 replies

Help - formula field not working

Hi,
This is a formula field with TEXT data type, but I get this error: : (

Error: Incorrect number of parameters for function 'IMAGE()'. Expected 2, received 1

IF(
checkbox__c = TRUE,
IMAGE('/servlet/servlet.FileDownload?file=015w0000003GGGG')
)

Terry_0101
September 30, 2016
Like
1

3 replies

What is wrong with my validation rule?

This validation rule syntax is fine and saves. But the opportunity record does not error when the Texture__c field is blank.

AND(
$RecordType.Name = "REDSHOES",
Probability > 30,
OR(
ISBLANK(TEXT( Texture__c )),
ISBLANK(TEXT( Category__c )),
ISBLANK( Amount )
))

Terry_0101
July 26, 2016
Like
0

2 replies

How to identify a Lead Owner?

How to fix this?

When lead owner is changed to this certain person, then do not fire the workflow.

AND(
LEFT(PRIORVALUE(OwnerId), 3) = '00G',
LEFT(OwnerId, 3) = '005',
NOT(
$User.Id = "00560000004Yjj5"
))

Terry_0101
June 17, 2016
Like
0

2 replies

Riddle: how to calculate and then display?

How to divide/multiply a number, and then display values based on the result?

Example:
number__c / 5 * 30

If the answer is below 100, then display "Disappointing"
If the above 101, then display "WOW"

Terry_0101
April 25, 2016
Like
0

1 replies

Do I need 10 or just 1 validation rule

How to make a DATE field required if a picklist value has been selected?

How to make this apply to 10 separate picklist fields with its own separate 10 DATE fields?

Or, do I need 10 validation rules for each field?

Terry_0101
April 20, 2016
Like
0

SOLVED

2 replies

Yoo Hoo! How to add INCLUDE this?

Hi Gentlemen,

I want to only INCLUDE this Record Type in a formula: RecordType.Name = "Brazil Deals”

Here is my formula:

January_Revenue__c + February_Revenue__c + March_Revenue__c

Terry_0101
April 01, 2016
Like
0

4 replies

How to include an exception?

How best to exclude a certain record type into this formula: RecordType.Name = "Brazil Deals"

My formula:

IF(
OR(
Campaign_Start_Date__c>DATE(2016,6,30),
Campaign_End_Date__c<DATE(2016,4,1)),0,

IF(
AND(
Campaign_Start_Date__c>=DATE(2016,4,1),
Campaign_End_Date__c<=DATE(2016,6,30)),
(Campaign_End_Date__c-Campaign_Start_Date__c+1)*Avg_Daily_Revenue__c,

IF(
AND(
Campaign_Start_Date__c<=DATE(2016,4,1),
Campaign_End_Date__c>=DATE(2016,6,30)),
(DATE(2016,6,30)-DATE(2016,4,1)+1)*Avg_Daily_Revenue__c,
)))

Terry_0101
March 31, 2016
Like
0

1 replies

Prevent certain picklist values from changing

This is not working below as a user can still change a picklist value from Business (Legal) to another value.

1. How to prevent changing from the these values belowin italics?
2. Also, how to prevent users from choosing these values?

AND (
CASE( Type,
"Business (Legal)", 1,
"Retail (Apparel)",1,
0) = 1,
PRIORVALUE( Type ) <> "Business (Legal)",
PRIORVALUE( Type ) <> "Retail (Apparel)",
ISCHANGED(Type),
NOT(
OR(
$Profile.Id = "00000000", /*sys admin*/

Terry_0101
October 31, 2015
Like
0

2 replies

Use a Trigger to replace rollups

With standard rollups, I can run an accounts & contacts report and include opportunity values per account. Since I disabled rollups as a result of activating advanced currency, I want to use a trigger to rollup opportunities into accounts. Then run the same contacts & accounts report.

This has nothing to do with contact roles.

What is the trigger for this?

Terry_0101
September 21, 2015
Like
0

9 replies

Trigger instead of roll up

Roll ups are disabled in our org due to advanced currency.

Can a trigger be used to count opportunities associated to each contact?

Terry_0101
September 21, 2015
Like
0

2 replies

Using EQUALS instead of CONTAINS

Hi Hi,

If I use CONTAINS, then the letters kent are mixed up with the United Kingdom's Kent state/province.

How to use equals Kentucky instead of contains?

IF(CONTAINS("Kentucky", State )

Terry_0101
July 07, 2015
Like
0

2 replies

Multiply two numbers

I'm trying to multiply two formula fields with numbers, but these are text data type, since the orginal fields are picklist.

Here is the error when I try to create a new formula field and multiply both fields:

Error: Incorrect parameter type for operator '*'. Expected Number, received Text

Terry_0101
June 09, 2015
Like
0

SOLVED

2 replies

Add numbers in a formula

Each custom field below is a numeric value. I need a formula that adds these in the following pairs as shown below. How to only add "Tier__c + Scope__c", if the other pair is null? And vice versa?

Health__c + Priorty__c

Tier__c + Scope__c

Terry_0101
June 04, 2015
Like
0

2 replies

Add a country to formula

This formula does work here for the State field:

IF(OR(ISBLANK(State)), "",
IF(CONTAINS("Hawaii:Alaska", State),"Pacific",
"")))

How do I add the COUNTRY field? I want to add this line but the formula fails:

IF(CONTAINS("Australia:New Zeland", Country ), "APAC",

Terry_0101
May 16, 2015
Like
0

1 replies

How to enforce using Val Rule using CONTAINS

If Opp Name contains the word "VIP", then how to enfore a user to enter the word "VIP" into another field?

Terry_0101
May 12, 2015
Like
0

2 replies

How to make these profiles exempt from this Validation Rule?

How to make these profiles exempt from this Validation Rule? I tried this but it does not work:
&& (NOT($User.ProfileId="005A00000015yWV"))

AND(
Amount__c > 1,
ISBLANK(TEXT( type__c )),
NOT(ISNEW()),
NOT(OR(
$Profile.Id<>"00e40000000oRAA",
$Profile.Id<>"00e4000000132AW",
))

Terry_0101
May 03, 2015
Like
0

3 replies

Help - formula field not working

Terry_0101
September 30, 2016
Like
1

3 replies

How to delete APEX Trigger in production on Macbook

I understand that apex edits are done in sandbox. However, Eclipse is not compatiable on Macs.

Will Developer Console work? Or other tools?

Terry_0101
November 13, 2014
Like
1

7 replies

Can I select a specific picklist value, if date field is entered?

Terry_0101
January 31, 2017
Like
0

3 replies

How to add numbers in formulas?

Hi - how to fix this formula? If record type is Cake, then make it 0. Then proceed to add up the Amounts 1-3.

IF(
RecordType.Name = "Cake",0,
(Amount_1__c +
Amount_2__c +
Amount_3__c)

Terry_0101
October 18, 2016
Like
0

3 replies

What is wrong with my validation rule?

Terry_0101
July 26, 2016
Like
0

2 replies

How to identify a Lead Owner?

Terry_0101
June 17, 2016
Like
0

SOLVED

2 replies

Yoo Hoo! How to add INCLUDE this?

Hi Gentlemen,

I want to only INCLUDE this Record Type in a formula: RecordType.Name = "Brazil Deals”

Here is my formula:

January_Revenue__c + February_Revenue__c + March_Revenue__c

Terry_0101
April 01, 2016
Like
0

9 replies

Trigger instead of roll up

Roll ups are disabled in our org due to advanced currency.

Can a trigger be used to count opportunities associated to each contact?

Terry_0101
September 21, 2015
Like
0

2 replies

Using EQUALS instead of CONTAINS

Terry_0101
July 07, 2015
Like
0

2 replies

Simple Validation Rule malfuntion

How to make these profiles exempt from this Validation Ruel?

AND(
Amount__c > 1,
ISBLANK(TEXT( type__c )),
NOT(ISNEW()),
NOT(OR(
$Profile.Id<>"00e40000000oRAA",
$Profile.Id<>"00e4000000132AW",
))

Terry_0101
May 01, 2015
Like
0

SOLVED

2 replies

How to enforce a date value if another field has data?

Requirement is:
If a "Payment Made" field has a number in it, then do not allow the "Project Date" to be blank. Here is what I have but not working.

AND(
TEXT(Payment_Made__c) = "",
ISBLANK(Project_Date__c))

Terry_0101
April 10, 2015
Like
0

8 replies

Prevent two fields from being equal

How to prevent a record save if two fields on an object have same values?

Terry_0101
April 09, 2015
Like
0

1 replies

Average Age of a record with a certain picklist value

Need a formula that separates the picklist values of the Opp Type field. Then show the average age of that opp (created date - closed won).

Need a separate formula rather than use the report's summary formula.

Terry_0101
April 01, 2015
Like
0

5 replies

Trigger: Update account field from custom object (lookup)

I have a custom object with a lookup relationship to accounts.

I need a trigger that updates an account field when a field from the custom object is populated with a value.

Terry_0101
March 13, 2015
Like
0

SOLVED

1 replies

Multiple OR statements in formulas

How to make this validation rule work?

ISPICKVAL ( Products__c, "ABC"),
OR
ISPICKVAL ( Products__c, "DEF"),
AND
ISPICKVAL ( StageName , "Evaluation")
OR
ISPICKVAL ( StageName , "Negotiation")
OR
ISPICKVAL ( StageName , "Sale Pending"),
ISBLANK(TEXT( Cash_Flow_Forecast_report__c ))
))))

Terry_0101
February 23, 2015
Like
0

3 replies

How to use an OR formula?

I have this formula where all 3 fields must be true. However, the last one Source__c should be OR, not AND. How to change this?

AND (ISPICKVAL ( Type, "Customer" ), ISPICKVAL ( Status__c , "New" ),
ISPICKVAL ( Source__c , "Webinar" ))

Terry_0101
February 17, 2015
Like
0

4 replies

How to build a Formula for multiple picklist values?

Hi all,

field: Status
picklist values: new, open, closed

If status equals either new or open, then add a checkmark to another field

I have so far:
IF(ISPICKVAL(case_status__c, "new" ),"Yes","No")

Terry_0101
December 19, 2014
Like
0