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Santi Ram Rai
whether project is active, iactive or closed
Hi every body,
I have crated custom object called Project, and it has fields like; Project Name, Start Date, End Date. So, my question is, how to implemented functionality whether project is active, iactive or closed.
I have crated custom object called Project, and it has fields like; Project Name, Start Date, End Date. So, my question is, how to implemented functionality whether project is active, iactive or closed.
You can create a new custom field of checkBox type which by default is InActive.
Thanks,
Arun
Hi.
U can create custom field checkBox types 1)Active 2)InActive
If u want to Active select the Active
if u want to InActive select the InActive
Create a Checkbox with the Name Active or use the picklist field with the Values(Active,Closed).
use the default values to field as a Active in the Checkbox because when you create a project u have a start date and end date.
then by using the Workflow and the End date you can uncheck the Active Check Box or change picklist value.
Use the Formula in Workflow-: End date =TODAY()
Criteria-:Created And Everytime Its Edited
Then give the workflow Action as a Field Update.
In the Workflow Action you Can Upadte the Check box as a InActive Or a picklist Field As Closed.
Let Me Know Is that Helpful For You...
Thanks
Raj.
(Sweet Potato Tec)
you can create WorkFlowRule for this.
end date and Status value. and then create Workflow Action, in your case you need to create Field update action which will be updating status = closed.
Follow:
http://training.handsonconnect.org/m/customizing/l/36156-creating-a-workflow-rule-and-action-example-updating-a-field
http://resources.docs.salesforce.com/198/16/en-us/sfdc/pdf/salesforce_useful_workflow_rules.pdf
With rhis Formula in Workflow-: End date =TODAY(). I got this error "Error: Incorrect parameter type for operator '='. Expected DateTime, received Date"
OR
Use NOW() function. I think your custom field End date is of date/Time type.
Dont use the End Date as a DATE/Time Field use As the Date Field Only then use the below Formula
Formula:End_Date__c = TODAY()
Because i got the proper answer Santi...And Must Activate the Workflow....
Thanks
Raj.
(Sweet Potato Tec)
Date Field :End_Date__c = TODAY(), it work,
BUT
Date/Time Field :End_Date__c = NOW(), don`t work. Why?
And Now() is a function with date/Time.
Look At this Link-:http://resources.docs.salesforce.com/198/16/en-us/sfdc/pdf/formula_date_time_tipsheet.pdf
Please let me know if the helps.
As a common practice, if your question is answered, please choose 1 best answer.
Additionaly you can give every answer a thumb up if that answer is helpful to you.
Thanks,
Arun