I want to be able to mass close cases - I know this is only available in Classic but was wondering if there is a workaround for this. I created a checkbox field on the case object then I created a PB that will update the case status if the checkbox is checked. I then created a list view with inline editing so that I can select multiple cases to close at a time and my expectation was that once I hit save the status would change but that didn't happen. Does anybody have an idea why it is not working? Any help is appreciated.
I need a validation rule to ensure that when a picklist field is picked then the shipping addresses can't be blank. I put this in place but it isnt working:
TEXT(Delivery__c) = 'Car' &&
What am I doing Wrong?
if the requirement is not to have any of the address fields blank, then the formula will be as below
TEXT(Delivery__c) = 'Car' && ISBLANK(Contact__c) && ( ISBLANK(ShippingCity__c) || ISBLANK(ShippingStreet__c) || ISBLANK(ShippingCountry__c) || ISBLANK(ShippingPostalCode__c) || ISBLANK(ShippingState__c) )If you also want the rule to fire when either the address fields or the contact is blank when the Delivery is Car, the formula will be
TEXT(Delivery__c) = 'Car' && ( ISBLANK(Contact__c) || ISBLANK(ShippingCity__c) || ISBLANK(ShippingStreet__c) || ISBLANK(ShippingCountry__c) || ISBLANK(ShippingPostalCode__c) || ISBLANK(ShippingState__c) )
I have a simple ask and feel I am close :)
I want to not allow the user to change the Stage of an opportunity once the Stage becomes Inactive or Lost Deal (both are Stage values)
Here is what I have so far:
I tried quotes around the 2 picklist values as well
Thanks for the help
Can I set up an automated reminder to be set 1 month after a date on a specific field.?
How do I do that?
Evaluation Criteria: created, and any time it's edited to subsequently meet criteria (3rd radio button)
Then add a time trigger as:
30 days after DateField__c
Then add an email alert action under the time trigger.
Maybe I am just Friday tired, but I am struggling a bit here. Trying to create a report that would give me the number of cases opened each week (across the top of the report), by year (down the left side).
I used the following formula to create a "Opened Week" formula field:
MOD(FLOOR( (DATEVALUE(CreatedDate) - DATEVALUE("2006-01-01" ))/7),52)+1 per SF article 000249334.
Used that field at the top of the matrix report. But I have weeks 1 and 2 coming in as 0 which is not even remotely possible. I decided to check other numbers, and they don't seem right either.
Does the formula have to have a line for every year? Or does it just need that one line?
Thanks in advance!
What you are doing right now is creating a custom number field, but what you are really required to create is a formula field.
So when you click on 'New' to create a custom field, select "Formula" radio button, then hit next and select "Number" with decimal places 0(or you can keep it whatever you want) and press next, and now paste the formula here.
That should do it for ya! :)
When creating an assignment rule, I click to look up users, but the user emails show ".invalid" at the end of their email. How come I can only assign to myself?
Is there a way to show totals at the top of a stacked bar chart? I'd rather not use side by side bars or have a separate metric chart below it like I have done.
Further the users can personalize their navigation bar according to their convience if they have the permission to personalize it.