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Record Types: Creating validations and workflow actions for a specific record type
I am trying to set up validations and workflow actions for a specific case record type. we have internal cases for IT and external cases for customers.
When the record type is equal to "Internal" I want the validation or workflow to trigger. How do I set that up? I know how to create the formula but what field can I use for the record type? I can not find the record type field in the list but only a record type ID. I tried pulling the record type ID but SF syntax treats it as an error.
Any suggestions?
Thank you in advance.
Have you tried adding this to your VR?
All Answers
Did you ever get an answer to this question or figure it out? I am trying to do the same thing and so far having no luck.
Thanks!
Have you tried adding this to your VR?
I have now....thanks! I was trying to make it harder than it actually was. :S
I have another one....I want to create a workflow rule that updates a field when a specific Date/Time field is equal to or less than today's date. Is this possible?
The field I am updating is a PICKLIST field called "G2 Stage"
The DATE/TIME field I am checking against is called "Candidate Start Date"
Thanks!
Are you trying to create a Time Dependant Workflow Action? Or do you just want to evaluate the Date/Time if the user edits the record and then trigger the WFR?
I am trying to create a Time Dependant Workflow Action......
I do have another topic posted that I am hoping to get help with too (I am just full of questions, aren't I full of them :) ).
Would you please mind taking a look and offer me any advice you may have?
Thank you so much!
It might help if I TELL you what I am asking you to look at......
Custom Field update
;)
Okay Apex Code, Java, and Visualforce are way outta my leage, so I can't help you there.
I'm kinda like a Salesforce Carpenter, gimme some wood and I can build you a house, but it will be cold, dark, and won't have running water (you need Electricians and Plumbers for that).
Is there a aprticular area that you are having trouble with? It sounds like it should be a pretty straight forward Workflow Rulewith a a Time-Dependant Workflow Action (update the Picklist Field) triggered by the "Candidate Start Date".
https://na3.salesforce.com/help/doc/en/creating_workflow_rules.htm#topic-title
LOL!!! I am the same way. By no means am I a developer I don't even try to claim to be; but I can "borrow" code all day if someone is willing to share. :)
Thanks for taking a look though.
I am having a problem with finding the right Function and syntax to use for a Date/Time field. I have figured out how to create the Workflow rule just using a Date field, it is the Date/Time that is the issue.
Here is the formula I am using for the Date field, but this does not work with a Date/Time field.
ISPICKVAL( Company_Stage__c , "Offer Accepted") && Candidate_Start_Date__c = TODAY()
Thanks!