Hi - hope somebody can give an idea how to get this done. 

We have a custom object "Program Enrollment" and a related list or object called " Outcomes". We need to create reports where we can pull the first and last outcome entries, but we don’t think creating an extra field (check box or drop down) in the outcomes object to flag the first and last outcome is the best approach. And correct me if I am wrong. 

Is there a way to pull the first and last record of a related table somehow? And being able to display those 2 values in the "program Enrollment" parent object in fields? So they can then be pulled out in reports. 



 

Hi - we have a custom workflow(wizard) to convert a referral(case) into a client. Just recently the workflow started producing the error: INSERT --- INSERT FAILED --- ERRORS : (ENTITY_IS_DELETED) entity is deleted,



Doing some testing I found out that if the firts decision block  called "Dupe Client?" finds a duplicate (Client Found), the wizard works fine. But, if there is not a match, then I get the error when the workflow tries to create the new contact record. 

Any help as always apreeciated. Not sure why suddley the workflow stoped working and I can't find much information to help me get this resolved.

Here is my error report:

Flow Details
Flow Name: Convert_Referral
Type: Flow
Version: 4
Status: Active
Flow Interview Details
Interview Label: Convert Referral 8/1/2016 1:44 PM
Current User: Renier Navas (0051a000000URsY)
Start time: 8/1/2016 1:44 PM
Duration: 8 seconds
How the Interview Started
Renier Navas (0051a000000URsY) started the flow interview.
Some of this flow's variables were set when the interview started.
var_ReferralId = 50055000004KOE6AAO
FAST LOOKUP: Lookup_Referral
Find all Case records where:
Id Equals {!var_ReferralId} (50055000004KOE6AAO)
Assign those records to {!svar_Referral}.
Save these field values in the variable: c4g_Web_First_Name__c, c4g_Web_Last_Name__c, SuppliedEmail, SuppliedPhone, c4g_Birthdate__c, c4g_Sex__c, c4g_Street_Address__c, c4g_City__c, c4g_State__c, c4g_County__c, c4g_Zip_Code__c, Type, c4g_Intake_Date__c
Result
Successfully found records.
RECORD QUERY: Lookup_Contact_Dupe
Find one Contact record where:
FirstName Contains {!svar_Referral.c4g_Web_First_Name__c} (Mike)
MailingCity Equals {!svar_Referral.c4g_City__c} (null)
LastName Equals {!svar_Referral.c4g_Web_Last_Name__c} (garber)
MailingState Equals {!svar_Referral.c4g_State__c} (null)
MailingStreet Equals {!svar_Referral.c4g_Street_Address__c} (null)
Result
Failed to find record.
DECISION: Dupe_Client
Executed this outcome: No_Match
Outcome conditions: and
1. {!Lookup_Contact_Dupe} (false) Equals false
Logic: All conditions must be true (AND)
RECORD CREATE: Create_Client_Contact
Create one Contact record where:
Birthdate = {!svar_Referral.c4g_Birthdate__c} (null)
FirstName = {!svar_Referral.c4g_Web_First_Name__c} (Mike)
HomePhone = {!svar_Referral.SuppliedPhone} (null)
LastName = {!svar_Referral.c4g_Web_Last_Name__c} (garber)
MailingCity = {!svar_Referral.c4g_City__c} (null)
MailingPostalCode = {!svar_Referral.c4g_Zip_Code__c} (null)
MailingState = {!svar_Referral.c4g_State__c} (null)
MailingStreet = {!svar_Referral.c4g_Street_Address__c} (null)
RecordTypeId = 0121a000000dTwK
c4g_Primary_County__c = {!svar_Referral.c4g_County__c} (null)
c4g_Sex__c = {!svar_Referral.c4g_Sex__c} (Male)
npe01__HomeEmail__c = {!svar_Referral.SuppliedEmail} (null)
npe01__PreferredPhone__c = Home
npe01__Preferred_Email__c = Personal
npe01__Primary_Address_Type__c = Home
npsp__is_Address_Override__c = true
Result
Failed to create record. Error Occurred: INSERT --- INSERT FAILED --- ERRORS : (ENTITY_IS_DELETED) entity is deleted,
 

Hi - hope somebody can give an idea how to get this done. 

We have a custom object "Program Enrollment" and a related list or object called " Outcomes". We need to create reports where we can pull the first and last outcome entries, but we don’t think creating an extra field (check box or drop down) in the outcomes object to flag the first and last outcome is the best approach. And correct me if I am wrong. 

Is there a way to pull the first and last record of a related table somehow? And being able to display those 2 values in the "program Enrollment" parent object in fields? So they can then be pulled out in reports. 



 

Hi - we have a custom workflow(wizard) to convert a referral(case) into a client. Just recently the workflow started producing the error: INSERT --- INSERT FAILED --- ERRORS : (ENTITY_IS_DELETED) entity is deleted,



Doing some testing I found out that if the firts decision block  called "Dupe Client?" finds a duplicate (Client Found), the wizard works fine. But, if there is not a match, then I get the error when the workflow tries to create the new contact record. 

Any help as always apreeciated. Not sure why suddley the workflow stoped working and I can't find much information to help me get this resolved.

Here is my error report:

Flow Details
Flow Name: Convert_Referral
Type: Flow
Version: 4
Status: Active
Flow Interview Details
Interview Label: Convert Referral 8/1/2016 1:44 PM
Current User: Renier Navas (0051a000000URsY)
Start time: 8/1/2016 1:44 PM
Duration: 8 seconds
How the Interview Started
Renier Navas (0051a000000URsY) started the flow interview.
Some of this flow's variables were set when the interview started.
var_ReferralId = 50055000004KOE6AAO
FAST LOOKUP: Lookup_Referral
Find all Case records where:
Id Equals {!var_ReferralId} (50055000004KOE6AAO)
Assign those records to {!svar_Referral}.
Save these field values in the variable: c4g_Web_First_Name__c, c4g_Web_Last_Name__c, SuppliedEmail, SuppliedPhone, c4g_Birthdate__c, c4g_Sex__c, c4g_Street_Address__c, c4g_City__c, c4g_State__c, c4g_County__c, c4g_Zip_Code__c, Type, c4g_Intake_Date__c
Result
Successfully found records.
RECORD QUERY: Lookup_Contact_Dupe
Find one Contact record where:
FirstName Contains {!svar_Referral.c4g_Web_First_Name__c} (Mike)
MailingCity Equals {!svar_Referral.c4g_City__c} (null)
LastName Equals {!svar_Referral.c4g_Web_Last_Name__c} (garber)
MailingState Equals {!svar_Referral.c4g_State__c} (null)
MailingStreet Equals {!svar_Referral.c4g_Street_Address__c} (null)
Result
Failed to find record.
DECISION: Dupe_Client
Executed this outcome: No_Match
Outcome conditions: and
1. {!Lookup_Contact_Dupe} (false) Equals false
Logic: All conditions must be true (AND)
RECORD CREATE: Create_Client_Contact
Create one Contact record where:
Birthdate = {!svar_Referral.c4g_Birthdate__c} (null)
FirstName = {!svar_Referral.c4g_Web_First_Name__c} (Mike)
HomePhone = {!svar_Referral.SuppliedPhone} (null)
LastName = {!svar_Referral.c4g_Web_Last_Name__c} (garber)
MailingCity = {!svar_Referral.c4g_City__c} (null)
MailingPostalCode = {!svar_Referral.c4g_Zip_Code__c} (null)
MailingState = {!svar_Referral.c4g_State__c} (null)
MailingStreet = {!svar_Referral.c4g_Street_Address__c} (null)
RecordTypeId = 0121a000000dTwK
c4g_Primary_County__c = {!svar_Referral.c4g_County__c} (null)
c4g_Sex__c = {!svar_Referral.c4g_Sex__c} (Male)
npe01__HomeEmail__c = {!svar_Referral.SuppliedEmail} (null)
npe01__PreferredPhone__c = Home
npe01__Preferred_Email__c = Personal
npe01__Primary_Address_Type__c = Home
npsp__is_Address_Override__c = true
Result
Failed to create record. Error Occurred: INSERT --- INSERT FAILED --- ERRORS : (ENTITY_IS_DELETED) entity is deleted,
 

Hello - I have tried few solutions ( trigger, process builder, lookup helper) based on what I have found online but no luck so far :/, so any help is appreciated. 

We have a custom object to enter  Incidents: c4g_Incident_Report__c
This object has a lookup field "Reporting Staff" that looks up in the "user" object: c4g_Reporting_Staff__c

Looking for a solution that will auto-populate, before insert, the lookup "Reporting Staff" field with the name of the current user creating the entry.