Questions tagged [formula-field]
A formula field is a field that automatically calculates its value from other fields, expressions, or values.
1,050
questions
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12 views
Run the trigger when the formula field value changes [duplicate]
I have a formula field(Primary_IP__c) on Case object and I want to run the trigger when the formula field value changes. I tried the below code but that didnt work. How to identify if the formula ...
0
votes
1answer
23 views
Formula to validate if a number of fields are empty
I am trying to create a formula that will return a number corresponding to the first field that is empty/blank within the fields listed in the formula. What I have so far seems to only add them. I ...
1
vote
1answer
44 views
Add line breaks after every 10 characters in text field using formula field in salesforce
I have a formula field of type Text with maximum length of 255 characters. I need to add new line after every 10 characters. How can I create a formula to dynamically add new lines based on number of ...
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0answers
33 views
Calculate number of days between Start date and End date for different years for revenue purpose [closed]
If I set the start date as 31/Dec/2021 and the end date as 11/Jan/2022, then there are two quarters... i.e standard quarters taken into consideration, Jan-Mar, Apr to June, etc.
So in this case, 31/...
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0answers
19 views
How to get only the value of the formula field in SOQL query or is there any method associated to SObject that can be used? [closed]
How to get only the value of the formula field in SOQL query or is there any method associated to SObject that can be used?
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1answer
22 views
Formula checkbox field with an additional "and"
Trying to create a formula checkbox field which uses the AND( function, but also has a second AND( statement. This is what I have below, but am receiving errors. Everything at the beginning is correct ...
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0answers
22 views
Multiple If condition inside classic HTML Email template
In classic email template I am trying to put multiple if condition for two different fields and that two fields are formula fields
The fields names are
X1Annual_Meeting__c
X1Proxy_Other__c
if ...
0
votes
1answer
23 views
Field update action not working as expected
I have created a workflow on the Order Line Item object that fires when a custom field named Customer Budget is Changed. I have added 3 field update actions under this workflow rule.
To update a ...
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votes
1answer
27 views
CONTAINS("HP:H-P:NA.Co",Company) function returns true even if Company name is "-","NA" and "."
I need advice in writing Contains function while using the Formula field.
CONTAINS("HP:H-P:NA.Co", Company)
function should return true only if it matches the exact substring H-P or NA.Co ...
1
vote
1answer
29 views
A field that counts the days another field has been on without change
I'm trying to make a field that counts the amount of days another field has been sitting without it being changed. The ultimate goal is to set up auto emails that trigger when a field has been sitting ...
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votes
2answers
30 views
Issue with formula field, first condition works when the third condition is not added
I have been trying hard for hours now, I had an issue with the syntax, that is solved here https://salesforce.stackexchange.com/questions/357454/error-on-salesforce-custom-formula-field-says-extra-...
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votes
1answer
47 views
Error on salesforce custom formula field - says extra comma
have an issue with this below formula, cant seem to find the root cause. The error says Error: Syntax error. Extra ','
If(TEXT(Test.Cold.Type__c) = '' || ISPICKVAL(Sale__r.Test__c, 'Sold') || TEXT(...
0
votes
1answer
39 views
Can I populate one field based on the value (or lack of value) in another field?
The source field has a picklist of values on it. But critically, the values in this field may not all match valid picklist values. For example:
Field_A__c
picklist: Hamburger
picklist: Hotdog
I want a ...
0
votes
1answer
78 views
Salesforce formula to calculate first day of next month
I am creating validation rule which will fire if date of a custom field is greater that first day of next month.
I am using below formula in validation rule but it is not firing.
Custom field is ...
-2
votes
1answer
28 views
Help with Formula Text Field
I am trying to create a formula returning one value based on certain parameters or a different value with other credentials. Right now, the only returned value is "AM Tenured."
IF(
AND(
...
0
votes
0answers
33 views
How do I recreate user-specific formula fields in Tableau CRM?
I have the following configuration in Salesforce:
A text field on User
A text field on Case
A formula field on Case that checks if the text field on the running user's User record contains the text ...
1
vote
1answer
86 views
Can I query formula fields in SOQL?
I have a custom object with a custom formula field. When I try to query that field, I get an error.
% sfdx force:data:soql:query --query "SELECT FullNamePrimary__c FROM LoanBorrower__c"
...
0
votes
1answer
29 views
Salesforce Comparison Formula
I have some requirement to create a formula that evaluates if Fiscal Year >= Current FY, then returns true.
So our fiscal year starts on July 1 and ends June 30.
Example:
6/30/2018, it is in FY18, ...
0
votes
1answer
17 views
Can Flow Update Field using a formula once and then allow users to edit the field later?
I want to use flow to update a field on account level using formula once an Opportunity has been Closed Won ( so Closing Winning and Opportunity would trigger the flow), after the field has been ...
2
votes
0answers
51 views
Setting one autonumber that will sync to all (related) objects [closed]
We have decided we want all Leads, Opportunities, Quotes and a few custom objects to inherit the same autonumber so that it is easy to see related objects just by the number.
Leads should get an LD-...
0
votes
1answer
25 views
Update in a Formula Field
I have Cus_Object__c and Account__c. In my Cus_Object__c I'm insert values by apex.
And, I have formula field called Cus_Status__c in Account.
Formula Value is : Cus_Object__r.Status__c;
Cus_Object__c ...
0
votes
1answer
19 views
Help me with building a formula
Time to Acknowledge is the field name. The offer letter request & pay information etc are the record types that I use in my cases. I am trying to build a if statement that would work depending on ...
0
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0answers
17 views
formula checkbox to match system date/time with campaign date/time
I'm using formassembly on our websites. I've built out a recruitment form for each recruiter for their campaign visits. Right now I'm pulling all the individual's campaigns into the form. I'd like to ...
0
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0answers
29 views
Formula field not working
I want a formula to display:
red color when the due date is either today or in the past
amber color when the due date is in the next 5 days
green color when the due date is either after 5 days or the ...
0
votes
1answer
17 views
Salesforce formula
may I know how to fulfil the requirement where if the material is not null, the user must insert size, flavour, and packing? When I run the below formula, it does not work like how it is supposed to ...
0
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0answers
18 views
Formula Field on Log a Call Global Action Layout
I want to add an image to the Log a Call layout to represent how the call went. I've created a custom picklist field and then a custom formula field on the Actions object. However, when I open the Log ...
-2
votes
1answer
33 views
How to avoid Case Sensitive Contains check in formula field
I have one formula field where I have used condition
IF(CONTAINS(Title, "Chief Architect"),"Architect")
So whenever I enter title Chief Architect the formula field appear as ...
-1
votes
1answer
47 views
How to compare two different times in formula
So we receive a check-out time which is the date/time field and I want to compare that time to see if it is greater than 12 PM. This will help decide if I need to charge a full day or half-day.
...
1
vote
1answer
26 views
Regex Expresion
Hi can someone help me to put this regex in a validation rule
NOT(REGEX( Video_Title__c, "[?\b(?:word)\b]?"))
0
votes
2answers
61 views
Created a formula field to populate phone number based on record type
Need to populate contact or user phone number based on the record type:
Create a formula field like this and not able to save
IF( OR( RecordType.Name = "Internal"
( User__r....
0
votes
1answer
19 views
If Contains "Text" Return "Number"
I'm trying to create formula field which returns 1 when text field CONTAINS certain text, else 0.
E.g. if text field "City" CONTAINS NY or New York or NewYork, then it should return 1 else 0....
0
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0answers
39 views
Formula field in different org not not showing any value
Please help me with this, I checked everything in the formula and the same formula field is showing in SIT org but not in UAT org. I checked the field permissions but it seems all have the access. ...
0
votes
2answers
36 views
How to track formula field which is related with different objects?
I have one formula field on Opportunity which is the calculation of the Revenue from the
SubscriptionFee__c object + Rate from the Rate__c object.
In Opportunity, we want to track the history of this ...
0
votes
1answer
26 views
Formula Fields issue character limit
I have Created 2 formula fields.
TestFormula1__c
TestFormula2__c
TestFormula1__c field is of number datatype with zero decimal places
TestFormula2__c field is of text datatype.
I am referring 1st ...
0
votes
1answer
18 views
Unable to call Custom Metadata picklist field in Process Builder
I am having an issue trying to write a formula in Process builder that will updated a text field with the picklist data from the custom metadata.
IF((CONTAINS([Object_Name_c].Field_Name__r.Name, “...
1
vote
1answer
20 views
Relationship API name for Task to Opportunity
I am trying to create a hyperlink that will take User from the Task back to Opportunity through a custom object (Appointment__c_).
Task -> Appointment__c -> Opportunity (API Name ...
0
votes
0answers
12 views
Datetime field value as fomatted text in event's description using process builder
we have process builder, that creates an event. on event we have description field which we want to add some textual detail with datetime field value.
see below Example
datetime field value : 7/11/...
-1
votes
1answer
18 views
How do I get records when Id's are in a text field of an object. These Id's are Ids of duplicate record and need to be eliminated using a flow
I am trying to extract IDs from a text field and trying to get records of the ID that are in the text field. Basically, the text field stores the IDs of duplicate records and only one of the records ...
0
votes
2answers
134 views
Hyperlink field leading to Opportunity Record (Flow and Process Builder)
Thank you for responding. I have taken your advice as best as possible. As of now, I am not receiving any errors, but the fields are not populating when I create a new task that fits the criteria ...
1
vote
0answers
24 views
Salesforce calculating different formula size in different orgs
We have a formula field having the following formula
IF( IsClosed,
CASE(MOD(Opened_Date__c - DATE(1985,6,24),7),
0 , CASE( MOD(Closed_Date__c - Opened_Date__c,7),1,2,2,3,3,4,4,5,5,5,6,5,1),
1 , CASE( ...
0
votes
1answer
92 views
Not possible to use formula on Rich Text field?
I want to find out how long my Rich Text fields are in a specific object. When creating a Formula field with the goal of using LEN(MyField__c) I get thrown the following error:
Error: You referenced ...
0
votes
0answers
59 views
FSL Service Appointment Date/Time fields are displaying in Current User Timezone instead of associated Service Territory timezone
Problem:
FSL Service Appointment Date/Time fields are displaying in Current User Timezone instead of associated Service Territory timezone.
Due Date,
Earliest Start Permitted,
Scheduled Start,
...
1
vote
1answer
112 views
How to get Formula Description for LWC
The "MailTempRenewalHosyuStart__c" in Contract object is formula of text.
I wrote as below.
"★Detail★
"&BR()
&BR()
&( Field4__r.Name) &BR()
&TEXT( C__Contact__r....
0
votes
0answers
63 views
Multi Currency field - Extract the Converted Value
I have a multi-currency field on Opportunity product that looks like this -
Total Price 1 EUR (1.19 USD)
The main currency is USD and if the price is in another currency it automatically converts it.
...
0
votes
1answer
346 views
Formula Field Checkbox issue
I have created checkbox formula field. Condition is if record's owner profile is not equal to some value it should mark it as true. There are 3 profiles for which we need to check the particular value....
0
votes
1answer
34 views
Get Child field values in Parent
Below is my Object Schema:
Parent: User
Child: Contact
Grand-Child: Sponsor. Sponsor Holds a field called ProId. These as 16 digit Ids.
Now, my requirement is to get all the ProIds from the sponsor ...
1
vote
1answer
154 views
Error: Unsupported field type called "Text (Encrypted)
I was hoping to get some ideas on how can I go about doing this.
So I want to run a report that checks if one Encrypted field in one of our objects is empty but we cant use encrypted fields in any of ...
0
votes
0answers
30 views
I want to create a Text String in a Parent Object of Multiple Products sold on a specific Opportunity using a Formula Field - Help?
Parent Object - Opportunity
Child Object - Opportunity Product
I have a field for each product on the Opportunity.
For example if Opportunity Products X and Y were added to the Opportunity as ...
0
votes
1answer
52 views
how to subtract/not consider a Date Range
I have field called CBN__c on child object Score and i need to rollup this to the parent account based on Approved Scores. I did create a batch class that updates Account's CBN field but i got a new ...
0
votes
1answer
30 views
How to return only Tuesday and Thursday date from current given date
I am using a process builder to create task whenever Lead is created . For Task Due Date I want to set always Thursday or Tuesday. Means if I am creating task today (Thursday), then due date should ...
