18
votes
Actions on Case object in Lightning
There is a catch in case of cases and work orders objects when it comes to quick actions. In the article under Actions on record pages there is note that says
Actions on cases and work orders ...
- 5,782
6
votes
Accepted
Creating Closed Counter for Cases?
This is a pretty simple workflow rule.
Criteria
IsClosed = true
Evaluate the rule when a record is: created, and any time it’s edited to subsequently meet criteria
Action
Field Update (Field = ...
- 147k
6
votes
Accepted
Is it possible to make the case record Read only after a status Update?
One solution would be to update the RecordType of the Case when it's Status field is updated to "Closed". You could do this using a Workflow.
This record type could then use a Page Layout that has it'...
- 7,107
5
votes
Accepted
Need help on SOQL to query all related child case records
The basic idea is to create a formula for Ultimate Parent
BLANKVALUE(Parent.Parent.Parent.Parent.ParentId,
BLANKVALUE(Parent.Parent.Parent.ParentId,
BLANKVALUE(Parent.Parent.ParentId,
...
- 147k
5
votes
What are features we miss if we create a custom case object to replace standard case object?
Web-to-Case
You can no longer create a simple HTML form and capture support requests. Can be replaced with Site.com or other integrations.
Email-to-Case
You can no longer capture cases by email ...
- 462k
4
votes
Case escalation - does the IsEscalated field ever go back to false?
It appears that Salesforce default behaviour has now changed - If a case is updated to no longer meet the criteria of the escalation, the case de-escalates. This behaviour has been confirmed by ...
- 1,069
4
votes
Accepted
What is the proper usage of a field that is prefixed with "Source"? Ex: Source.ToAddress
In general terms, the 'Source' refers to the channel from where Case was created.
Technically the error is saying there is no Object Type for 'ToAddress'. However, 'ToAddress' is a standard field on '...
- 973
4
votes
Selecting Fields on a related record component of lightning Page
You can do this by creating Update Quick Actions for each Record Type, and then adding 5 Related Record components to the page, each using a different Quick Action for the fields, and then filter ...
- 5,574
3
votes
Adding attachments to VF page for Cases
You won't be able to get the related list to display on a New record page, because there's not yet a record ID to drive the selection of the Attachments. If you look at your page with an ?id=[CaseID] ...
- 5,574
3
votes
Accepted
Cases relationship in salesforce?
Cases can't have links to Opportunity Line Items directly. However, there are two fields you can expose, Asset and Product, which allows you to link to a specific product, or an asset, which is an ...
- 462k
3
votes
Referencing a list of IDs - Initial term of expression error
In your For loop you are looping over a list of IDs so each iteration of i is an id.
Simply change to:
Id CaseID = i;
Or to be succinct:
Case_Owner.add(i);
Similarly for the next for loop:
...
- 53.6k
3
votes
Publisher Quick Actions not all Appearing
Actions are contextual. If it doesn't apply to the page and context of the page, it may not appear. I don't know exactly what your Actions do and whether they're Global or Object Specific Actions. ...
- 40.7k
3
votes
Accepted
Trouble in using Business hours methods to compare business hours with specific number of hours in apex trigger
You are going to have to do something like this first: (from your link)
BusinessHours bh = [SELECT Id FROM BusinessHours WHERE IsDefault=true];
Then use that id as the first parameter in the method:
...
- 12.5k
3
votes
Accepted
Need Help Writing Validation rule for cases
Please try this:
AND(
(RecordTypeID = '012C00000004YW5'),
ISPICKVAL(Team__c, 'Vendor Services'),
OR(
ISPICKVAL(Status, 'Closed'),
ISPICKVAL(Status, 'Auto Follow-up')
),
ISPICKVAL(...
- 6,362
2
votes
Create/Edit or Update a knowledge article in Salesforce using apex code
I know that it was a few years ago, but here is my code snippet for future usage.
I used publishArticle(articleId, flagAsNew) and editOnlineArticle(articleId, unpublish).
You can find more details on ...
- 2,024
2
votes
Save and Cancel Button not working
<apex:page standardController="Case" extensions="MassCloseCasesController" sidebar="false">
<apex:form >
<apex:SectionHeader title="Close Cases"/>
<apex:...
- 22.3k
2
votes
Creating Closed Counter for Cases?
A formula field isn't the right tool for the job here. You could probably make it work through some convoluted means, but what you're looking for here is a Workflow rule (and field update).
Something ...
- 54.9k
2
votes
Accepted
Changing the default User for Action in Case HIstory
When a transaction executes, it runs under the running user's profile/permissions.
Hence, whoever the user is that starts the transaction by:
Clicking a button that does an update ...
including ...
- 66.9k
2
votes
Case Comment - Customer Notification
This may be your issue.
Personally, I find that the Setup | Case | Support Settings check boxes don't always do what you think they will do under all use cases - Web to Case, Email To Case, and ...
- 66.9k
2
votes
Adding case history to the Case object
From your 'answer' on your question that includes screenshots, the related list that your client is seeing when looking at the detail page for a Contact has nothing to do with history tracking.
The ...
- 54.9k
2
votes
Case Reason on Case Close layout
Case Reason is a picklist field and you can add custom values based on your requirements into this picklist. Salesforce allows that.
In case if you need additional field like "Reason for Closure" (...
- 35.7k
2
votes
Calculate time spent on each stage on case record and report it
This is a question that gets asked unfortunately often. The easy answer is to install this free app.
Otherwise you'll have to create a trigger that insert's a record, usually an activity, every time ...
- 9,281
2
votes
Accepted
How to manage multiple teams working on the same case
You can use a combination of features that facilitate this process, all without ever touching Apex. I would likely recommend parent/child cases in order to notify certain teams of work to be done, ...
- 462k
2
votes
Create Custom URL Button for Case Creation - Field Pre-Population
You can do like this:-
/lightning/o/Case/new?defaultFieldValues=RecordTypeId=012B0000000RBwHIAW,
AccountId={!Account.Id}&backgroundContext=%2Flightning%2Fr%2FAccount%2F{!Account.Id}%2Fview
- 14.3k
2
votes
SEND EMAIL on Case in Lightning
In lightning, you will see the email button only in case Feed, if you have enabled Email-To-Case otherwise you will have to create a custom Send Email Action.
Checkout these links for more information ...
- 973
2
votes
Update field using Apex
The method you're looking for is System.now() but you'll also need to loop over your collection (List<Quality>) to update each of the records:
public class populateQualityAge {
public ...
- 3,813
2
votes
Accepted
Parent Case field not showing on the Case Highlights Panel
In the compact Layout always 1st field not visible in the highlighted panel
See the below example:
Record detail Page:
In your case change the field order in compact layout then you can able to see ...
- 1,337
1
vote
Referencing a list of IDs - Initial term of expression error
These lines lines should be rewritten:
Map<Id, Case> Ca=new Map<Id, Case>();
Ca.putAll([select id, Subject from Case where id IN :caseIds]);
and should look like the following:
Map<...
- 40.7k
1
vote
Accepted
Email to case Settings - Comments REPLY-TO Address
This can be achieved using org wide email address
If your organization requires users to share a common email alias, you can define a list of organization-wide addresses for each user profile. ...
- 2,072
1
vote
Accepted
There is no record to save error
You are using the standard controller Save method which works on the case record from which the request was originated and thus it is giving this error.
You need to write a custom save method in your ...
- 1,455
Only top scored, non community-wiki answers of a minimum length are eligible