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MCooper Append Text Field with Data from Another Text Field
On Opportuntities we have the default "Next Steps" field, but it's not very long and we'd like to retain back history of the progress of a deal. I've created a long text field "Sales Progress". Here's what I'd like to do using a workflow trigger and field update: Whenever a new entry is made in Next Steps, copy that entry over to Sales Progress and add it to the bottom (or top) of the existing text. What would the formula look like?
For evaluation criteria, you would want to use 'created, and every time it’s edited'.
The Rule Criteria would be
ISCHANGED(NextStep)
Then for an action, you would create a field update. The update would be on the Sales_Progress__c field. You would use a formual to set the new value. The formula you would want to use would be
Sales_Progress__c + BR() + BR() + $User.LastName + ', ' + $User.FirstName + ' ' + TEXT(Today()) + ' - ' + NextStep
This appends the the next step field to your custom sales progress field. It also adds the user and the date so you know who made the change and when, so it should show a decent chronological story of the opportunity.
Hope that helps
All Answers
For evaluation criteria, you would want to use 'created, and every time it’s edited'.
The Rule Criteria would be
ISCHANGED(NextStep)
Then for an action, you would create a field update. The update would be on the Sales_Progress__c field. You would use a formual to set the new value. The formula you would want to use would be
Sales_Progress__c + BR() + BR() + $User.LastName + ', ' + $User.FirstName + ' ' + TEXT(Today()) + ' - ' + NextStep
This appends the the next step field to your custom sales progress field. It also adds the user and the date so you know who made the change and when, so it should show a decent chronological story of the opportunity.
Hope that helps
Thank you for describing the steps so well!
Is there any way we can display the newest /latest line on the top instead of adding it in the bottom ?
Thanks,
Bianca
Initial value:
Opened - 10/21/2017
New - 10/20/2017
Now I want to add a new line "Working - 10/24/2017" and have it look like this:
Working - 10/24/2017
Opened - 10/21/2017
New - 10/20/2017
But instead it shows up like this
Working - 10/24/2017
Opened - 10/21/2017New - 10/20/2017
suggestions?
Please try below solution to remove line breakes from original field and then add it to history field.
https://success.salesforce.com/answers?id=90630000000DNcNAAW
Hope this helps.
Thanks,
Ashish
$User.LastName + ', ' + $User.FirstName + ' ' + TEXT(Today()) + ' - ' + NextStep + BR() + BR() + Sales_Progress__c
I know this rule works perfectly fine for Text values. What If i want to add Append Discount fileds (Percentge or number)
Actually the case is,
On Case Object, I created a field "Discount" and "Discount History". In our organisation, time to time we offer certain discount to our customers and I tried creating something to track the discount history like when was the last discount given to this account and last discount value based on above rule and formula.
"But I am getting error that expected TEXT and recieved number" because discount is a number.
Any help will be highly appreciated.
Thanks
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