Questions tagged [field-update]

Field updates within Salesforce allow the user to automatically specify a field value.

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1answer
150 views

Only Accept or Retreive Certiain values in map

the below code works to populate a field on the content version with the contentdocumentlink My issues is that the link returns the user record first then the opportunity, i need the opportunity is ...
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3answers
1k views

Why does __r result in a null value?

I have a custom object that I want to set a unique key based on on lookup values. When I tried to create a workflow update I was blowing past the size limit so I developed it into a trigger and it ...
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1answer
385 views

Add an Existing Field Update to an Existing Workflow Rule

I created a Field Update. I also created a Workflow Rule. I want to add the existing Field Update to the existing Workflow Rule, but there's only an option to create a New Field Update: If I click "...
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1answer
25 views

Field Update Workflow not executing needed action

Currently, we have a field update workflow on a field called Combo Location. The purpose of this field is to pull multiple cities when there are combination events that occur in up to 2 cities. We now ...
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0answers
211 views

Help with Formula fields referencing fields updated by trigger

I have a context for QuoteLineItems pricing that uses the list price from the current Pricebook and applies a series of factors (defined in custom fields of both Quote and QuoteLineItems) to compose ...
2
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1answer
859 views

how to pass prior and current value to apex when record changes through process builder?

how to pass prior and current value to apex when record changes through process builder? ex: when the field update occurs like contact last name using process builder.. how to pass the prior and ...
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2answers
1k views

apex:inputField not binding value to controller

I'm trying to update an Account from a visualforce but so far I haven't managed to be able to save the changes. I'm using apex:inputField for the user interface but when I try to save the values they ...
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2answers
122 views

How to update an account field based on owner deactivation date?

I'm a bit of a newb so forgive me but am trying to figure out how to do the following: (1) update an account custom field picklist value 30 days after an account owner is deactivated. We have a ...
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1answer
2k views

Error: Formula result is data type (Date), incompatible with expected data type (Date/Time)

I'm developing a work flow on Case and I have the following conditions Rule Name : Escalate Based on Keywords in Subject or Description Criteria : Contains(LOWER( Subject ),"urgent") || Contains(...
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1answer
206 views

Process builder not firing when referencing percent field

I am having trouble updating a checkbox field through process builder. There is a percent formula field on an object that calculates percentage complete. I am trying to update a separate field on the ...
1
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1answer
106 views

Help with business logic implementation (triggers VS field updates) and how to apply big refactors

I have some additional business logic I need to put into my QuoteLineItem object, but we have come to a situation where current logic is too spread across triggers and workflow rules + field updates ...
1
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1answer
134 views

Field update based on formula in javascript button?

I have a button that does a couple of field updates. I would like to add a third field update that would only fire based on a formula. That is - IF( RecordtypeID = "#", Checkbox3__c = TRUE, NULL ) Can ...
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1answer
793 views

Case Closed Date/Time will return to its original Closed Date/Time

Can someone help us please. The requirement is, once the Closed case was reopened and then Closed it again the Closed Date/Time should return to its original Closed Date/Time when the case was closed ...
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2answers
1k views

Workflow field update on date field to add 10 years

I am not too good with formulas but i have a workflow and i need to create a formula on my field update that will update my custom field "End Date" 10 years ahead in the future.
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0answers
64 views

Lead conversion to account missing field data

Is it an issue in Lightning in Spring '17 that the field data from the Lead is not auto-populated in to the Account during lead conversion?
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1answer
88 views

Parallel Approvers an field update

I am creating an approval process and it is submitted to 2 users for approval(ex. Legal and finance). When one of the user(Ex. Legal) approves the record, I want to update a field(Picklist - Legal ...
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2answers
2k views

When Dates of Contract End Date Pass, Contract Status Should Expire

I have created Workflow rule and selected criteria as like below and after pick list field update selected Expired. ahm__Contract_Expiration_Date__c < TODAY( ) But when I select the dates less ...
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0answers
292 views

Field Update IF statement returning the wrong value while meeting conditions

A workflow activates when a budget is input to Budget1 in an Opportunity. The workflow contains a field update. The field update contains an IF statement that is returning the PRIORVALUE(Value1) even ...
4
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1answer
3k views

How to get parent data in a before insert context?

I have several Workflow Rules + Field Updates in my QuoteLineItem object. This is not working well, since there is too much logic in Field Updates and I do not have full control on execution order, so ...
0
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1answer
2k views

How to do a batch job to update a field in a parent object from multiple child object fields?

I have the custom object Project, which has a child Payers. One project can have more than one Payer. Payer has a field called Billing Percentage. Payer is a child of Account and Project has a lookup ...
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2answers
103 views

How do I loop through all record and update a field from a lookup into a multi pick list?

The user decided the 'Program' field should allow multiple programs. So I created a new field that uses multi pick list. So now I want to loop through and copy the field 'ABC' to the multi pick list ...
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0answers
752 views

Updating a field on record detail page with Lightning button [duplicate]

I am stuck with issue in Lightning. I want to do a field update on record page on click of a button, and will be showing a message to user on successfully updation of that field. Lets say, I am ...
0
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1answer
163 views

SOQL limits in andFinally TriggerHandler

1)Is it a good idea to keep a list or map of ids of the affected records and passing to gateway class method called in andFinally which runs a SOQL if necessary (like for child records)? 2)If this is ...
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2answers
312 views

Javascript button not updating field

I am trying to write the following code in a javascript button of case object {!REQUIRESCRIPT("/soap/ajax/25.0/connection.js")} {!REQUIRESCRIPT("/soap/ajax/10.0/apex.js")} var caseObject = new ...
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2answers
2k views

Update field values based on picklist change

I am trying to achieve the following functionality using process builder but I am not getting it exactly what I need: I have one custom field in opportunity called order(Text) and standard field ...
0
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2answers
3k views

Process Builder error : The element has an invalid reference

I have a process builder on Account that updates values of its child record from Address object. Field Zip in address need to be updated with concatenate value of Zip_vod__c + '_xxx'. Formula : [...
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1answer
43 views

Change lookup field value to current user's name upon opening record

I have a user lookup field which I want to be filled with the name of the currently logged-in user upon opening the record. Is there any way to do this?
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1answer
388 views

Will formula fields update on api / bulk api update?

We're trying to figure out whether we should expect formula fields to behave as if the object in which those fields exist has been manually user-modified when we're updating records in that object, ...
0
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1answer
484 views

Workflow or Flow for Auto Populate

Can a selective email address filtered as criteria set upon email to case submission, to update Picklist automatically determining which picklist A,B,C to reflect email address CAR@EMAIL for A, BUS@...
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0answers
264 views

Prevent duplicate records declaratively

Am trying to prevent users from creating duplicate records based on Date and Hour combination from Date/Time field.Since we cannot refer date/time field in Matching rule,so I had move this (Date+Hour)...
0
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1answer
619 views

Truncate first five digits of postal zip codes

On the Account object I have a field called Postal Zip Code. If Postal Zip Code is more than 5 characters long (e.g. "12345678"), I have to truncate to 5 characters (e.g. "12345"). How can I do so ...
0
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0answers
552 views

how to store multiple date values in custom field using salesforce FORMULA field date type

Hi i need to insert multiple Dates in custom filed.. using formula Only ... how to insert the multiple dates like 1/1/2017;2/1/2017;3/1/2017 ... like that can you please give any suggestions to me... ...
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1answer
237 views

Populating Opportunity custom field with MULTIPLE ProductOpp field values

Using the solution on SF StackExchange here I have created a Workflow Rule and Field Update to show the value of a custom field present on the OppProduct Level in Opportunity Level (as that field ...
3
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1answer
1k views

priorvalue is blank or --None— update internal status “In-progress” workflow

created workflow criteria is created and everytime edited but it's not working if priorvalue of internal status is blank or --None-- and record is not isNew() then update internal status picklist is "...
0
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1answer
24 views

leadsource is “web” then update phone number field 123 using workflow

I want to do if LeadSource Field on Contact Object has "web" value then update phone field with 123 using workflow but its given error that Formula result is data type (Number), incompatible with ...
3
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0answers
411 views

Is there a VLOOKUP function available for updating fields in a record?

Is there a non-apex way of updating a Boolean field on a record based on a comparison of values of a different field of all (or a filtered selection) the records in the table (object) to which the ...
1
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1answer
985 views

Cumulative Total for a Field

I need a the field to reflect a cumulative total time of all appointments on a field on a record. Throughout the negotiation of a contract, represented by a record for the Negotiated_Contract__c ...
3
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3answers
2k views

Workflow Field Update formula function TEXT() using picklist API values, not label values

I have custom picklist field (Alpha_Type__c) with the following sorts of values: Option: A B C - XY the api name for this is: a_b_c_x_y A B C D the api name for this is: a_b_c_d A B C \ DEthe api ...
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0answers
301 views

error while updating records of Lead

seeking help here. I have a sheet to update on Lead where i have State Code and Country Code fields to update. But while updating from Dataloader i am getting error as "invalid cross reference id". ...
2
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1answer
808 views

How to run a visual flow with screens(Flow Type : Flow) on change of record?

We have a flow with screen element which involves user input in it. This flow should be executed when user changes Opportunity stage to ‘Closed Won’ or ‘Closed Lost’. We don't want to use custom ...
3
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4answers
1k views

How to set a value multiple times within same update

I have a batch process that updates a bunch of currency fields on a parent record based on the month of a child record. It works great and runs every hour to find new records and update the parent ...
0
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0answers
47 views

Updating this one particular field is breaking my code, no idea why

I have a scheduled class to check every day if any orders have a balance due and the late date was reached, to add interest. I have a payment due date, but then I also have an overdue date that's by ...
1
vote
2answers
755 views

Child Record Not Updating When Parent is Updated

Below apex class and apex trigger must be able to update child records every time its parent record is updated. Apex class holds the logic itself, while apex trigger calls the apex class. There is no ...
0
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1answer
57 views

Text Field Update not Populating Case Description Long Text Field

I'm trying to create a Field Update Workflow where once the new case is generated, the description of the case will include text that shows: First item Second item Third item Fourth item
0
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2answers
67 views

Update Record in before trigger

I have one trigger on Opportunity which will copy the value of some Account field into opportunity field. All I'm doing in before trigger because I also have validation rule on opportunity which will ...
0
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1answer
764 views

Conditional Field Update Apex Trigger [closed]

Here's the situation: We purchased software that pushes advertising clicks to a custom field called "Adroll Clicks", however the vendor does this on a company level, but not an individual level. ...
1
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2answers
2k views

Lightning: How to make a quick action that updates a status on a record

I'm really at a loss. I think it should be dead-easy to create a button that updates a status, but I can't work it out. On a custom record page I want a Quick Action button. When the user presses ...
3
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2answers
154 views

Workflow Rule Execution criteria

I have 4 WF rule which are firing on different criteria. The criteria is like 1 WF will fire on Stage1, 2nd WF will fire on Stage2, 3rd WF will fire on Stage3 4th WF will fire on Stage4. 1st WF ...
0
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1answer
51 views

Help on Trigger to Insert a record when a related object is updated, and update the record with values from it

I am trying to create a trigger that creates a new audit record and updates it with values based on input from a form. (the form updates the Container_answer object records which are tied to ...
0
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1answer
313 views

Cannot find Account Name Field in Dataloader.io while trying to Update Opportunity Account Name

I cannot locate the Account Name field within DataLoader.io in order to change the account of about 270 opportunities: Any advice much appreciated.

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