Questions tagged [formula-field]
A formula field is a field that automatically calculates its value from other fields, expressions, or values.
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questions
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30 views
Input check for login page
I need help checking if there are already fields in the object. With the exact value, everything works. How can I make it check the value with the values in the object, and not with the exact ones ...
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1answer
29 views
Formula field using a custom setting for a user
I want to create an indentifier (checkbox) on the User object to see if a user has a certain permission so that Salesforce Marketing Cloud (SMC) can pick up Events for the Owner who has this checkbox ...
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30 views
Need to calculate hours difference between two dates
I have requirement where i need to calculate the time differnece between two datetime fields called Sent__c and Verify__c in hours with in business hours to 8am to 4.30pmGMT+2(those two dates are ...
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27 views
FORMULA FIELD DATE FIELD WORKING DAYS
I have 2 date fields which calculates the number of working days of 2 date fields. here's my forula:
((DATEVALUE( Application_Received_Date__c ) - (DATEVALUE( Date_Test_Field__c )))) -
(CASE(MOD( ...
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1answer
23 views
Create a Formula field on Lead with converted Account Details
In our organization a sale is considered as complete only when a custom picklist called Account status is changed to 'Registered' on an Account. (We deal with registering new companies)
Business ...
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1answer
15 views
Reports : Using PREVGROUPVAL within a group only
I am trying to compute relative expected revenue through months. I am doing this using prevgroupval and it works fine. However, I have to add another level of grouping 'Stage'. With 'stage' being the ...
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1answer
24 views
The value of a parameter contains a character that is not allowed or the value exceeds the maximum allowed length
I am receiving the following error when I create the following formula field on activities:
The value of a parameter contains a character that is not allowed or
the value exceeds the maximum ...
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1answer
16 views
How to use Date/time as Date field in Sobject Validation rule?
I need to compare one date field (Date/Time) with Parent Objects Date field(Date/Time). When these two values are not equal then need to fire validation rule.
Formula:
DATEVALUE( CallDateTime__c ) &...
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1answer
31 views
Increase the Number type field by 1 on record every time it's edited and Saved
I'm working on a Record where I need one of my fields which is Number type should auto update to +1 whenever the formula filed in the record gets populated. The Number field should increase by 1 unit (...
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0answers
22 views
Get record type Id from record type Name/DeveloperName in formula
Is it somehow possible to derive record type id from name in formula? I'm trying to create New button (List Button type) by specifying its url:
/lightning/o/MyCustomObject__c/new?recordTypeId=...
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2answers
37 views
How to build a formula with several IF
How can I build a formula with several IF like this:
IF(((field_name = 0) || (field_name = 1)), 'Test 1', '')
IF(((field_name < 0) || (field_name = 2) || (field_name = 3)), 'Test 2', '')
I ...
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1answer
15 views
Report on Notes and Files that are shared with accounts
I have a requirement where I need to get the file names or count of files that are uploaded under each account in Salesforce. I understood that the notes and attachments can be queried from content ...
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21 views
On new custom field, how to setup a data type of Formula and output type of Checkbox?
Checkbox will come back as true if these employee conditions are met: are in the US, are full time, are active and have a start date after 1/1/2018.
No syntax errors, but the checkbox on Team Member ...
0
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2answers
44 views
Formula syntax with multiple IF statements
I'm still very new to the formula syntax, and am hoping to achieve a series of nested IF statements. I'm a bit more experienced with bash, and what I'm trying to achieve would look something like this ...
2
votes
2answers
43 views
DateTime Formula Field Null in Apex, Not Null in UI
I created three formula fields on a custom object.
Formula(Date) references parent objects
Formula(Time) references parent objects
Formula(DateTime) references formula field 1 & 2.
When I ...
0
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1answer
22 views
Help with formula - syntax error
I'm trying to say if an opportunity goes from Stage 4 OR Stage 5 to Lost, mark the checkbox field ("Stage 4 or 5 Lost") as true.
Getting a error: The formula expression is invalid: Syntax error. ...
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1answer
16 views
Selected Radio button in Formula Field within flow builder
I created a screen in flow builder having a Radio Btn component(type boolean)
I also create a formula field smoke_lv(type boolean) to capture the selected radio button value.
I am using the ...
1
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1answer
26 views
Possible to have a hyperlink field that is NOT a formula field?
Is it possible to set the value of a field such that it renders as a link in the UI (e.g. in a report column) WITHOUT the use of a formula field (for example, setting field value from Apex)?
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1answer
15 views
Process flow to trigger notification when user first logs in to community?
I'm trying to create a trigger from a process builder flow which creates a push notification when the user first logs in to the community.
I start with the User object - when a record is created or ...
0
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1answer
35 views
Formula field not showing value between 2 related object
I have 2 objects
Contracts - Custom
Sales Submission (Opportunity Process) - Custom
They are related because of Lookup relationship.
GOAL: I want to show in Sales Submission Object that when the ...
1
vote
1answer
119 views
How to reference Choice Value in formula instead of its label?
I have a Picklist screen component in a Flow which has many choices defined in the same flow:
Now I need to make a formula that references the Choice Value of a given choice:
If I use UPPER({!Plan} +...
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0answers
14 views
Profile photos using IMAGE formula field referencing a URL field
It seemed pretty simple in my head but I am struggling to write the formula...and now I am beginning to wonder whether this would be supported.
I want to have users associate photos with new records (...
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0answers
19 views
Does process Builder Scheduled Action recalculates the scheduled time for formula field?
I have custom solution to replace standard Contract expiration Notice (because of need to change email template and different values for days).
So I created custom picklist field "Owner Expiration ...
3
votes
1answer
152 views
How to output [MMMM dd yyyy hh:mm AM/PM] using Text formula on a DateTime field?
Good day StackExchange!
High level, my goal is to take a date/time value and use a formula to display it as a customer friendly long date (MMMM-DD,YYYY at HH:MM AM/PM) string output for email ...
2
votes
2answers
53 views
Help with Formula field IF
I am creating a Formula field that returns texts when:
Picklist_Status = Activated, the return text should be A else null
Picklist_Status = Sold, the return should be B else null
Picklist_Status = ...
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1answer
26 views
Creating a formula field using IF statement with Text return [duplicate]
I am creating a Formula field that returns texts when:
1Picklist_Status = Activated, the return text should be A else
null
2Picklist_Status = Sold, the return should be B else null
...
0
votes
1answer
42 views
Hyperlink Formula field does not work
I have created a custom Formula field for a Travel object and inserted HYPERLINK formula:
HYPERLINK( "https://apps.fas.usda.gov/visa_requirements/index.asp" , "Link to Foreign Agricultural Service ...
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0answers
14 views
Calculate Arrival date minus Lead Created Date formula
I am looking to add a formula in a lead report that calculates the arrival date (2/8/2019) from the lead. Arrival date minus Lead Created Date
0
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1answer
25 views
Outputtext rendered conditional check not working with < or >
This is my VF outputtext which works fine:
<apex:repeat value="{!port.hList}" var="per">
<tr>
<td>
<apex:outputText value="{0, Number, #,###,###.00}" rendered="{!...
0
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1answer
91 views
Error: Incorrect parameter type for operator '-'. Expected Number, DateTime, received Date?
I am trying to figure out what I am doing wrong in this Salesforce formula. I am trying to find the MIN between two dates.
IF(
ISBLANK(Fulfillment_Date__c) && ISBLANK(...
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1answer
12 views
Is there a way to define if a field is Ever Updateable, if Update access can be granted to a field by Profile or Permission Set?
Is there a way to define if a field is Ever Updateable, if Update access can be granted to a field by Profile or Permission Set?
Field Describe information for a field can define if permissions can ...
0
votes
1answer
18 views
Report - Text Field Less Than number
I want to create a report for an object that has a text field 'identity__c'.
The text field is usually in the format of a number and I want to run a report with a filter that will return all records ...
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0answers
14 views
Is Salesforce Advanced Formula Example for Business Days Incorrect?
Throughout the year we have been using the following formula field from Salesforce Advanced Sample Formula to calculate the number of business days:
This is recommended on the Salesforce Website ...
2
votes
0answers
30 views
Formula field's actual formula
IS there any way to get what a configured formula fields actual formula is?
Strange ask, I know, but we dont use visual force for our front end. We build it ourselves with JS. The issue then is ...
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0answers
37 views
Formula to get lessor of two date fields before comparing to another third date field?
I am trying to find the lessor of two date fields, then comparing that "lessor" date field to another date field to trigger a checkbox on/off.
Here is the current formula, however, im trying to ...
1
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1answer
40 views
Change a formula field and get Data Uniqueness Violation - The proposed data changes would violate a uniqueness constraint
Given
Existing custom field Asset.SerialNumber (OOTB - Text)
New custom field Asset.SerialNumber_bis__c (Text255, External Id non-unique, deterministic encrypted case insensitive)
Existing custom ...
0
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2answers
43 views
Wrong decimal formula: I can't get the right value
I use this formula field in my apex code. But I have big troubles with it, because there should be different logic for values 0 and NULL.
If I choose Treat blank fields as blanks, I'll get NULL even ...
0
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1answer
30 views
Months between 2 dates [closed]
I am trying to get the number of months between 2 dates(01'Aug 19 and Today).
I am using the below formula, but am geting a syntax error
(((YEAR(TODAY()) - YEAR(2019,08,01) - 1) *12) + (12 - MONTH(...
0
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2answers
95 views
Multiple IF Statements for Formula Checkbox
I am new to Salesforce, and am still learning about the formula fields...so please bare with me.
I am looking to create a formula for a new checkbox called Past Due to perform the following functions:...
0
votes
1answer
76 views
Formula Field based on Subscription Start and End Dates in Salesforce Not Responding as Expected
We have a formula field on the Subscription record called "ARR Contribution". The formula is:
Total_Amount__c /
BLANKVALUE(SBQQ__ProrateMultiplier__c,
CEILING((((...
0
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0answers
11 views
Lock text information of a formula field while the original field being changed [duplicate]
Is it possible to lock the text information of a cross object formula field after a trigger while the original field is changed later?
enter image description here
e.g.
ABN and GST fields in the ...
1
vote
2answers
59 views
$Profile.Name in Formula field not updating the checkbox
We have a Custom Field (Formula) on User object which has a simple formula to set the checkbox True if the user's profile is System Administrator.
But here i have a user with different profile with ...
0
votes
1answer
38 views
How to display value in formula field using logged in user locale?
Use case,
I want to display value of Invoice Date on Quote Template document based on logged in user locale.
We have date field in Line Columns of CPQ Quote template where we add API Name of date ...
0
votes
0answers
83 views
Custom URL field shows link with _HL_ENCODED_ in front of it
I have a custom URL field that stores a copy of a URL value from a formula(text) field. The formula field uses the HYPERLINK() to generate a link. When I ouput this field in apex it shows with some ...
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0answers
14 views
How to find out whether there is leap year between a date range? [duplicate]
Could anyone please advise how to find out between a date range if there is leap year or not.
e.g Start Date = 1 Jan 2019 and End Date is 31 Dec 2022
now using formula field or Apex , how to check ...
0
votes
1answer
40 views
formula field to display flag
I am trying to display a green flag when Account status__c(status__c is a picklist field) is Active, else display red flag. I have written below in formula field, but I am getting error message as "...
1
vote
1answer
28 views
I need help with a formula field that's bombing out
I have a field that is a picklist field. Then I have a field that is a formula field that calculates a score based upon the option that is chose from the picklist field. This formula is a Case formula ...
2
votes
0answers
80 views
Formula.recalculateFormulas producing gack
Winter 20 release is in live, so I wanted to use this glorious feature Formula.recalculateFormulas
Thus I tried the below block of code:
Opportunity opp = new Opportunity(Purchase_Price__c=2000 , ...
1
vote
1answer
47 views
Formula field help, please
I have 3 text formula fields: Field 1, Field 2 and Field 3. I want to create Field 4 formula field that checks if there is value in any of those 3 fields and give the value to Field 4.
I have tried:
...
0
votes
1answer
28 views
Different Formula for Different Record Types
I have a custom object that has all the same fields except the value of one depends on the record type. I would imagine I could define a lengthy formula with IF but is there a cleaner way?
Ideally, I ...
