AND (RecordType.Name = "Pharmacy Order Case"),
AND (ISPICKVAL(Status, "Closed"),
AND (INCLUDES(Account.Patient_Type__c, "In-House Supply DM"),
AND (Expected_Due_Date__c < TODAY())
The error popped up when I added the date criteria at the end in.
I'm currently trying to set a workflow rule on a custom object based on 2 criterias, if Vendor(lookup) field is change while the Status(picklist) field is set to Submitted or In Progress. I'm struggling with the formula on multiple scenarios for example. it fires everytime I set status to Submitted without changning the Vendor, If I move from Submitted to In Progress again without changing vendor, etc. I'm in need of a formula as follow:
- Vendor field changed when Status is either Submitted or In Progress. Do not send if only status is changing.
- ISCHANGED( Vendor__c )
- Wrong: Sends when Vendor is changed regardless of status
- AND( OR( ISPICKVAL(Status__c, "Submitted"), ISPICKVAL(Status__c, "In Progress")))
- Wrong: Sends even if I don't change the Vendor and move status
- AND( ISCHANGED(Vendor__c), ISPICKVAL(Status__c, "Submitted"), ISPICKVAL(Status__c, "In Progress"))
- Wrong: Doesn't send anything because I'm not actively changing the stage.
- AND( ISCHANGED(Vendor__c), AND( ISPICKVAL(Status__c, "Submitted"),
ISPICKVAL(Status__c, "In Progress")))
Could you try this?
(OR(ISPICKVAL(Status, "Submitted"),ISPICKVAL(Status,"In Progress")), (ISCHANGED (Vendor__c )))
It should be checking both the criteria: whether the picklist value is "Submitted" or "In Progress" and whether the Vendor__c field has been changed.
Not sure if you maybe tried this combination already, but cannot see it in your list!
Trying to show bar of specific/different goals for specific regions, is that possible in this report, if so how?
Tips & Tricks: Creating Sales vs. Goal Reports and Dashboards
IF(Number_of_Campaigns__c = 1, 5, 0,
IF(Number_of_Campaigns__c > 1, 10, 0
Error: Incorrect number of parameters for function 'IF()'. Expected 3, received 4
Can I create a new record when an opportunity is marked closed lost and have it pop up on the screen?
Is there a way to have the edit screen from the new Closed Lost Review record automatically open in a pop-up window/new tab?
I worked on a Project at the end of 2018. I created a picklist having 3 picklist values. Now they want me to make some changes to it.
They want me to change the Field Type from picklist having three values to textbox having one box only.
My main concern is that, if I change the field type, is there going to be any loss of data and what will happen to the records they created earlier and already there in their organization related to that specific object.
It's not possible to make changes to all the records created earlier because there are thousands of records. So what can we do in this case?
We are a Lightning shop and I have a question about the Prinmary Contact in an Opportunity.
We have removed the new opportunity button from the Account object to push users in the direction of creating Opportunities from the Contact object. This automatically pulls the contact into the Opp as the Primary Contact.
But in the event that users go to the Opportunity object to create a new Opp, is there a way to required the user to enter a Primary Contact before saving the opp?
Right now it does not. In fact if you click to manage the Opportunity Roles, it advises quite clearly thatt the primary Contact is optional.
Can we do anything about that?
Or you could do something like this without any code
Knowledge Article Use of Process Builder and Flow to automatically create Opportunity Contact Roles
the formula will be something like
RowCount/PARENTGROUPVAL(RowCount, ROW_GRAND_SUMMARY, Column_NAME)
when you select the PARENTGROUPVAL Function, make sure you select the right parent grouping level