The formula expression is invalid: Syntax error. Found ')'I've substituted A,B,C,D, and Z for the various picklist values to keep it simpler. This formula is included with several other field updates upon triggering Case creation. I'm not sure what's wrong as the syntax looks fine to me.
IF( OR( [Opportunity].Account.Partner__c = "A", [Opportunity].Account.Partner__c = "B", [Opportunity].Account.Partner__c = "C"), "Z", IF( [Opportunity].Account.Partner__c = "D", "D", IF( [Opportunity].CC_Info__c = True, "Completed", ) ) )Any help is appreciated
IF( OR ( ISPICKVAL([Opportunity].Account.Partner__c, "A"), ISPICKVAL([Opportunity].Account.Partner__c, "B"), ISPICKVAL([Opportunity].Account.Partner__c, "C") ), "Z", IF( ISPICKVAL([Opportunity].Account.Partner__c, "D"), "D", IF( [Opportunity].CC_Info__c = True, "Completed", "") ) )
1. Work Order standard object.
2. Work Order Line Item child
3. Location customn object which is a child to Work Order Line Item and a grand child to the Work Order object.
Considering work order is a Standard object is there a way to show the Location record on the Work order record somehow either through the Work order line item related list or through creating a look up field between Location object and Work order object?
What is the best practice in this case?
For your criteria, you want to specify that Work Order Line field on the Location record (its parent), is not blank.
For your field update on the Location object, you want to populate your Work Order (grandparent) lookup, via field reference as shown below.
When a Location is created, it will grab its Grandparent (Work Order) from its Parent (Work Order Line), populate the lookup field on the Location record. The result will be on the Work Order (grandparent) you can view all relatted Work Order Lines and Locations like below.
If there will only be one work order line and one location related to the Work Order, instead of populating the Grandparent on the Grandchild and viewing via related list, you could do a field update on the Grandparent when a location is created, populating a 'Location' lookup field via this path:
I have a button in my Quote object layout called " Start Sync" this button is showing in the laybout of Salesforce Descktop. However, even tho we have the action in the salesforce mobile as you can see above. We are still not able to see the button in the salesforce mobile. I am logging as the same Salesrep profile in both Salesforce mobile and Salesforce Desktop.
Any advise why is this happening?
Still new to salesforce and trying to set up a few validation rules on the opportunity object. I keep getting the following syntax error when attempting to use ISBLANK() to check a checkbox field:
Error: Incorrect argument type for function 'ISBLANK()'.
The formula I am trying to write is to ensure the Budeget_Confirmed__c field is checked when moving to any of the stages defined:
ISPICKVAL(StageName, "Closed Won")),
Any ideas? Should be simple but I'm stuck. Thakn you!
I was succesfully able to insert a new user inot Salesforce using jitterbit. However, Sometimes I can't idenify the right field in jitterbit Vs Salesforce. Example below:
I have the below validation rule setup to only allow the system admin to have the ability to change the lead source. Management now would like this ability. There profile is labeled “Executive Team”. How can I incorporate this into the validation rule?
AND( ISCHANGED(LeadSource), NOT(ISBLANK(PRIORVALUE(LeadSource))), $Profile.Name <> "System Administrator" )
Any help is much appreciated.
IF(ISPICKVAL( Appeal_Type__c , "25 - Other"), Appeal_Type_Description__c contains abcd or 123 , null)
AND( TEXT(Appeal_Type__c) = "25 - Other", ISBLANK(Appeal_Type_Description__c) )
1. Please verify the Appeal_Type__c picklist have exact value as "25 - Other" and you are using correct API names of the field.
2. Check if there is no other validation rule which is working similar to this one.
I am creating multiple users in salesforce usign Jitterbit. Where can I find the user role ID?
You can follow Kavya solution or you can just copy it from URL by opening the required role. Please refer following screenshot for more information -
Example 1 -
Role Id here is 00E1I000000Rlwz
Example 2 -
Role Id here is 00E1I000000Rlx6
- Setup | Create | Workflows Rule | New Rule
- Select the Object
- Evaluation Criteria: created and every time it's edited to subsequently meet the criteria
- Rule Criteria: criteria are met
Checkbox equals TRUE
- Click Save & Next
- From under Immediate Workflow Actions, click Add Workflow Action to select Field Update
- Field to Update: Select the New Text Field
- Select Use a Formula to Set the New Value
$User.FirstName + ' ' + $User.LastName
- Click Save
- Hit Done