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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2
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3answers
162 views

Need to copy value from LastModifiedDate field to another custom field

We need to track the LastModifiedDate field. But LastModifiedDate is a standard field and not able to set to track the field history. So, Is there any option to track that field?
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1answer
73 views

How do I remove subtract symble in Formula Field?

I'm trying to remove the subtract symble from a formula field. This formula field is based on a two fields. one is date field value anthoer one is Text filed value. Is that a possibility? My scenario:...
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1answer
45 views

Date subtraction formula Field

I Want to display a value using formula field such it is a time ahead of created date and Recordactive text field based on status field values to Totaldays text field. If Status=active means Today()-(...
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1answer
26 views

Salesforce INCLUDES to accept field name

I have a formula field and would like to compare a value from multipicklist to another text field. I am using INCLUDES function to achieve this, but the second argument it expects is a text. There ...
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1answer
297 views

Best way to replace formula field functionality

Question We have a formula field that determines the correct From Email address on a Case based on a field on the related Contact and the Case Record Type. We've reached the character limit on the ...
2
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1answer
597 views

How to convert Hyperlink in formula field

As Salesforce is disabling the use of JavaScript in Hyperlink function in formula fields, as per this documentation: Hyperlink Formula Fields for JavaScript Disablement I am working on changing one ...
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0answers
63 views

Get Cumulative Won Amount for Each and Every Month

I have created a Custom Object called Budget which have lookup with Opportunity. Budget_c lookup field update by Process builder to update Budget month as per Opportunity close date. Like, if ...
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1answer
2k views

How Schedule actions work when field value changes?

I read in salesforce support page that -> If you change the referenced field value and the schedule hasn’t been processed, Salesforce recalculates the schedule associated with the field. https://help....
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1answer
302 views

Checkbox formula comparing fields on two objects

I want to create a checkbox formula on a child object that checks if a field matches a field on the parent object. The relationship between the two is lookup. I've tried Name = Account....
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1answer
380 views

Javascript Hyperlink formula field

Is it possible to embed javascript in Hyperlink formula field to open a vf page in a pop up?Can you share the formula,if possible?
4
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3answers
319 views

Formula field sometimes evaluate on null records?

So here's a puzzler... I've created a minimal example in a dev org to help demo this. Created a formula field on Account noURL__c for which the formula is simply: ISBLANK(Website). Now let's ...
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0answers
52 views

Checkbox formula field based on User login status?

Can we have a checkbox that gets checked whenever a user logs-in and uncheck immediately after logout? Use case I am trying to solve: There are 12 Super users who will be accessing/maintaining the ...
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0answers
151 views

Best practice for creating dependent fields/pick-list

we have few requests in reporting modules that requires: two letter country code instead of full name. e.g. United States should display as US. And I need separate field for that What is the best ...
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1answer
730 views

Display different Text value depending on formula field return values

I have a formula field to display hours of meetings called (Meeting_Durations_Hours__c). Since there are meetings with many durations I want to segment the durations Ex: 0-2 hour, 2.1-4 hour likewise. ...
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4answers
2k views

Conditional logic in Salesforce Text Email Template

I want to add conditional logic to my text email template. Here is what I tried: Destination__c = {!Enquiry__c.Destination__c} {!IF("{!Enquiry__c.Destination__c}" = "Barcelona", "i am barcelona", "...
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1answer
19 views

Derive Month of a Date Field to group by in Standard Summary Report

I want to derive the month of a date field called MeetingDate__c. Purpose of this is to display all Meeting Records grouped by the derived month. I have created a formula field to derive the month ...
0
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1answer
23 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 ...
0
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1answer
111 views

How to Avoid Exponential Value(2.0E+7) in VF Email Template?

I have designed VF Email template inwhich when I closed an opportunity,it sends notification email to owner of record. Below is the VF page that I designed: <messaging:emailTemplate subject="...
2
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1answer
27 views

Formula parsing string, sometimes by comma sometimes not

I have a string that contains one or more email addresses, for example: email1@example.com, email2@example.com I want to select just the first email address, which is doable with something like ...
1
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2answers
552 views

Hierarchical custom setting for field values

I would like to create custom Formula checkbox field "UniqueId" which is true or false based on values in my Custom Settings. I have got Hierarchical Settings based on Profiles with one custom field ...
1
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1answer
2k views

Image formula field in lightning do not display images,

I have a lightning component to display a image formula field in the lightning app and Community. when added this field to the lightning app image is not rendering instead it just displaying the html ...
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1answer
75 views

Can formula field can be dependent on another field

Can we have one formula field which only can be evaluated based on another custom field. Like i want formula to be evuluate only when other filed has true value.
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1answer
442 views

Remove/skip a blank line in HTML email template

We have an HTML email template, wherein a if statement outputs a blank by comparing for two values and a field value for rest. Please see below If statement: {!IF(OR(Case.Team__c='Bronze',Case....
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1answer
21 views

I have a preexisting filed in custom object of currency type, Unable to convert that to formula type

I was trying to convert the preexisting currency type field into formula type.But when i am clicking convert data type salesforce is not giving option of formula type in choose list. I know creating ...
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1answer
105 views

Trying to add in conditional statements (IF) in formula field

I am trying to add in the condition in the formula field below to include that if Account.Feelings_Today__c is BLANK, but Account.Feelings_Yesterday__c is NOT BLANK, use Account.Feelings_Yesterday__c ...
2
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1answer
335 views

Count Down In Formula Field

Trying to run a count down in negative after the SLA expired based on the priority. Output should be, If Priority is P1, the SLA is 30 minute When case inserted, Formula field should dislay 0 hour ...
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0answers
331 views

Formula to add multiple values depending on picklist value

What could a formula look like to add multiple values depending on a picklist field's value such that the formula field's data gets separated by a ';'? I know how to display a single value in formula ...
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0answers
49 views

Date & Time Formula Field Issue?

I Want to display a value using formula field such it is a time ahead of created date. I have another field called target field so I have to set the value of the formula field such that it equal to ...
0
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0answers
51 views

Freeze and Store Formula Field Count

I don't know whether this is possible or not. I have this formula field in Case Object IF(ISPICKVAL(Priority, "P4"), IF(FLOOR( (NOW()- CreatedDate)) > 0,TEXT( FLOOR( (NOW()- CreatedDate)) ) &...
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0answers
721 views

Formula Field or Process Builder Firing which happens first

I have a scenario when my record is created initially there is a formula field which is a checkbox(false). In the middle of logic i change my record values and so the formula field would become true. ...
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1answer
266 views

How to start countdown for 8 hour in formula field after calculated Now ()-CreatedDate

I am getting result after one minute  in formula field like this   0 Days 0 Hours -479 Minutes. I need result like this    0 Days 7 Hours -59 Minutes. This is my formula but it's not working properly ...
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1answer
1k views

Error: Incorrect argument type for function 'DATEVALUE()'

I am new to the salesforce and trying to create the formula field, I have the following condition which I want to create. (TODAY() - DATEVALUE( CreatedDate )) / ( CloseDate - DATEVALUE(CloseDate) ) ...
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2answers
41 views

Unable to choose the fields to be used in the formula field in salesforce

I am new to the salesforce and trying to create the formula field, I have the following condition which I want to create. AND(DoNotCall, HasOptedOutOfEmail, HasOptedOutOfFax) But I'm not finding ...
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0answers
165 views

Formula field: Does current time zone have DST?

I've tossed together some creative formula fields for a client who has some special requirements around Canadian time zones. They have a number of sites at which they need to book appointments, and ...
2
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1answer
126 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
240 views

Date Formula - Want a Start to End Date Formula Field

I want to have a formula field that displayes the Start Date of an event to the End Date of an event, i.e (01/01/2017 - 31/12/17) - Like this But when I try to make it like this I can't as the dash ...
0
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1answer
302 views

Field is not writeable: CAM_Members__c.Affiliate_State__c

My compiler says that this field is not writeable: Field is not writeable: CAM_Members__c.Affiliate_State__c I have this class static testMethod void AffliateTest(){ SS_Data__c ns = new ...
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1answer
732 views

Formula field to check date is passed or not [closed]

Hi I have start_Date__c which specify project is started. I want formula field to check whether End_Date__c is passed or not. If it is passed then i want to uncheck the checkbox. For example if end ...
0
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1answer
285 views

Formula field in Opportunity to populate Opportunity Line Items

I have given a requirement of populating the Opportunity Line Items in a formula field in Opportunity Object. But i find it unable to write the formula for this as Opportunity Line Items And ...
0
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1answer
41 views

Related calculation of due dates

I want to calculate due date (Formula field from Start Date) for the below scenarios If user select (Monthly,Quarterly,Yearly,Half Yearly - Premium types in a picklist) then the due date field should ...
0
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1answer
249 views

a copy of Changing Semicolon from Multi-Select Picklist values to a Comma

It is an exact copy of existing question. I need answer for this issue in formula field only. I found a small solution to it and given below. IF( INCLUDES( Mul_Pick__c , "One"), "One" +',' , NULL) + ...
3
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3answers
3k views

Static resource image in formula field

How to get/access static resource image in formula field. static resource name is low and image is low.png.
2
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1answer
46 views

Formula Field IF Statement Expected 3 Result 2

I'm struggling with one of my formula fields, its mainly around that second if statement where i need to check if the income schedule = 8409 and do something different than the final if statement but ...
2
votes
2answers
156 views

XOR in a formula field using IF

XOR operator is not available in the Salesforce formula editor I am looking to implement XOR using the IF operator, instead of doing this : ( A && !B ) || ( !A && B ) Any ...
0
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1answer
211 views

How to make a date formula which calculates current month + 3 Full months in Salesforce

I am using a Process builder to set value to the field expiry_date__c based on booking_date__c Example 1: If booking_date__c is 12th June 2017, the expiry_date__c must be calculated as current ...
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2answers
98 views

Lead Validation Rule is not working

I am trying to create a validation rule so that if a date/time field on a lead is either blank or in the past And if the lead status picklist field equals "Appointment Set" then a validation rule ...
0
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1answer
535 views

Email template with formula field not showing properly

I have created a formula field "Assess" formula defined is: IF( OR(ISNULL(Assessment__c), ISBLANK(Assessment__c)), HYPERLINK('/apex/avNewAssessmentDGView?assessmentResultId='+Id+'&...
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1answer
895 views

Using custom permissions in a formula field

My aim is to create a formula field on user object which validates that a user has been assigned to a particular permission set or not. Step1: I created a custom permission called ...
0
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1answer
239 views

Why does this CASE formula return blank?

Why does this formula yield a blank value? I want it to bring back the date formula (Month Day, Year) if the EffectiveDate1 field is not blank. if (EffectiveDate1__c <> null, CASE( ...
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1answer
2k views

How to subtract months from a date field

How to subtract months from a date field: I have a date field on opportunity, called: Current Term End date. I want to create a Formula field, which will subtract 3 month from Current Term End date ...