I am trying to get a workflow to work in an Account object whenever a User object field meets a criteria. i.e., I need to update a field value in the Account object whenever the Pilot Profile of the Account Owner is equal to IAM but I have not been successful.
I thought since the User field are available, I can use it as a trigger. Any thoughts?
I have been trying to get the published solution of omitting weekends when calculating between two dates in a workflow but my limited skills hit rock bottom. And that is why I need the forum's help.
I need to assign recurring tasks to our Reps initially every 7 days then every 28 days but I need to exclude weekends. I found the formula to do the calculcation below but I don't really know how to use it. HELP!
Hi I have a workflow (formula not criteria driven) that I want to get triggered if a new case comment is created by another user (not the case creator) but it does not seem to work. Could anyone, someone, please help?!!
I have a scenario right now where we have had to change many products on Opportunities based on Opportunity Type. I have the SOQL, etc...all working to find the correct products I need to change and the correct PriceBookEntryId to update for the line items.
But looks like I cannot update the PriceBookEntryId field on OpportunityLineItem object. Is this correct? Is the only way to do what I need to do really to insert new line items and delete the old line items? This is a ton of rows that I would need to do it and much easier/straight forward to simply update the pricebookentryid field.
Hello – I followed all the setup instructions closely but every time I click on the GeoCode Tab it only comes back with the message “Your Done!”. Any suggestions? Thanks in Advance. Mike L.
I am trying to override a new button on a custom object that is related to cases. I am trying to do this as an s-control, and am trying to pass fields from the case into the custom object field.
I am not able to pass any of the fields from case to the custom object. Is this possible to do using an s-control?
I have been trying to get the published solution of omitting weekends when calculating between two dates in a workflow but my limited skills hit rock bottom. And that is why I need the forum's help.
I need to assign recurring tasks to our Reps initially every 7 days then every 28 days but I need to exclude weekends. I found the formula to do the calculcation below but I don't really know how to use it. HELP!
Hi I have a workflow (formula not criteria driven) that I want to get triggered if a new case comment is created by another user (not the case creator) but it does not seem to work. Could anyone, someone, please help?!!
I have created a work flow rule on the 'Case Comment' object which sends an email alert to 'Case Owner' and 'Case Comment Creator'. Everything is working fine.
Now, I also want the email notification to be sent to 'Case Creator' too but not able to do so.
Any help how to implement this is much appreciated.
I thought I'd throw this out to the community as something that others might find useful.
I've had to implement this a number of times now - as no doubt some of you have already seen - there is no related list to show the opportunity contact roles for a 'contact'
This S-Control provides pretty much the same functionality.
Any suggestions to improve this are welcome... let me know if you find this useful.
Ben :)
Code:
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">
<link href="/dCSS/Theme2/default/common.css" type="text/css" media="handheld,print,projection,screen,tty,tv" rel="stylesheet" >
<link href="/dCSS/Theme2/default/custom.css" type="text/css" media="handheld,print,projection,screen,tty,tv" rel="stylesheet" >
<html>
<head>
<script src="/soap/ajax/10.0/connection.js" type="text/javascript"></script>
<script type="text/javascript" src="/js/functions.js"></script>
<script>
function Init() {
//////////////////////////////////////////////////////////////////////////////////////////////////
//
// Developed March 2008
// by Ben Ingram
// beningram@hotmail.com
// May be re-used or altered so long as the credit remains :)
//
//
// This s-Control for salesforce.com provides
// visibility of all oportunities for which a
// contact is listed as an Opportunity Contact
//
// To Implement this s-Control:
// 1. Add a new s-Control of type HTML
// 2. Insert this code (all) into the HTML Body of the new Control
// 3. Name the control something appropriate such as 'Contact_Opportunity_Roles'
// 4. Edit the appropriate page layout for 'Contacts'
// 5. Create a 'new section' to contain this inline s-control
// I recommend immediately preceding the related list area
// 6. Drag the s-control from the list on the right into your new section
// 7. Set the properties of this s-control to set the height = 100
// 8. Enjoy :)
//
//////////////////////////////////////////////////////////////////////////////////////////////////
try{
// Query the SOQL to return the related OpportunityContact records, along with the parent Opportunity details as required
var SearchString="Select Id, ContactId, Role, IsPrimary, OpportunityId, Opportunity.Name, Opportunity.StageName From OpportunityContactRole Where ContactId = '{!Contact.Id}' ";
var queryResults = sforce.connection.query(SearchString);
var queryRecords = queryResults.getArray('records');
var txtOutput = ""
if (queryRecords.length > 0){
// Rows returned, so first setup the column headers (hard coded - potentially revise this)
var txtOutput = "<table class='list' width='100%' border='0' cellspacing='0' cellpadding='0'>";
txtOutput = txtOutput + "<tr class='headerRow' height=20>";
txtOutput = txtOutput + "<th nowrap>Opportunity</th>";
txtOutput = txtOutput + "<th nowrap>Stage</th>";
txtOutput = txtOutput + "<th nowrap>Role</th>";
txtOutput = txtOutput + "<th nowrap>Is Primary</th></tr>";
// Next Loop through the result array (row by row)
for (var i = 0; i < queryRecords.length; i++) {
// queryRecord = the Current row within the array
var queryRecord = queryRecords[i];
// OppRecord = the sub array row containing the linked Opportunity details
var OppRecord = queryRecord.get("Opportunity");
// Now build the results output row by row
txtOutput = txtOutput + "<tr class='dataRow' onmouseover=hiOn(this) onmouseout=hiOff(this)>";
txtOutput = txtOutput + "<td class='datacell'><a href='/"+ queryRecord.get("OpportunityId") +"' target=_parent>" + OppRecord.get("Name") + "</a></td>";
txtOutput = txtOutput + "<td> "+ OppRecord.get("StageName") + "</td>";
txtOutput = txtOutput + "<td> "+ queryRecord.get("Role") + "</td>";
// Display the standard grid checkbox image (checked or unchecked as appropriate)
if(queryRecord.get("IsPrimary")=="true"){
txtOutput = txtOutput + "<td><img src='/img/checkbox_checked.gif' alt='Checked' width='21' height='16' class='checkImg' title='Checked' /></td></tr>";} else {
txtOutput = txtOutput + "<td><img src='/img/checkbox_unchecked.gif' alt='Not Checked' width='21' height='16' class='checkImg' title='Not Checked' /></td></tr>";
} // end if (queryRecord.get("IsPrimary")=="true")
} //end of array loop
// Get rid of ugly white box by filling the gap with empty space
if (queryRecords.length == 1){
txtOutput = txtOutput + "</table> <br> <br> ";
}
if (queryRecords.length == 2){
txtOutput = txtOutput + "</table> <br> ";
}
if (queryRecords.length > 2){
txtOutput = txtOutput + "</table>";
}
} else {
// there were no rows returnd from the SOQL query - so build a message to inform the user that this contact is not related to any opportunities
txtOutput=txtOutput + "<font face = 'Verdana' size = '2'>This Contact has no specified Opportunity Contact Roles</font><br> <br> <br> <br> <br> <br>";
}
// Substitute the div mainBody contents for the generated HTML content
document.getElementById("mainBody").innerHTML = txtOutput;
}
catch (error)
{
alert(error.faultstring);
}
}
</script>
</head>
<body class='account' onload="Init();" >
<div class="bPageBlock secondaryPalette" style="border-top:0px; border-bottom:0px; margin-bottom:0px; padding-bottom:0px">
<div id="mainBody" class=pbBody style="margin-right:0px">
</div>
</div>
</body>
</html>
