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Cassandra Geske
Update Custom Field
What im trying to do: I have a custom field called "Total Potential Contract Amount". This field is a formula field which is driven by the sum of the all the Manual FYXX Revenue fields (which by their name are manually entered). I am trying to get the Amount field (which is native to Salesforce) to be automatically updated by the Total Potential Contract Amount Field any time the TPCA value changes or is updated.
What I currently have implemented (but is not working properly):
What I currently have implemented (but is not working properly):
- A work flow rule that will auto-update the Amount field with the "Total Potential Contract Amount" value based on the following criteria:
- Rule Criteria: (Opportunity: Opportunity NameNOT EQUAL TOnull)
- The Immediate Workflow actions are driven by a field update indicating the following detail:
- Name: Auto-Update Amount with Total Potential
- Unique Name: Auto_Update_Amount_with_Total_Potential
- Description: This filed update will auto-update the "Amount" (hidden) field with the manually entered "Total Potential Contract Value"
- Object: Opportunity
- Field to Update: Opportunity: Amount
- Field Data Type: Currency
- Formula Value: Total_Contract_Amount__c
- The rules using this field update are as follows (same as above):
- Evaluate the rule when a record is: created, and any time it's edited to subsequently meet criteria
- And when the following criteria are met:
- Opportunity: Opportunity Name not equal to "blank" - as this is a required field to create an opportunity
You cannot add time-dependent workflow actions with this option it is not an error it is just a info message that you cannot add time dependent actions which is fine because I guess you are not adding any time dependent actions.
Regarding Missing ')' as you said you removed OR so that might be the issue. Check your formula should be in proper squence and evething should be closed
All Answers
For example: - If the formula is true update amount with TCPA. Hope that will solve your problem :)
So two things:
I utilized the formula above and replaced your "Field1, etc) with my Revenue fields that are attributing the formula of TPCA:
OR(
ISCHANGED(FY16_Revenue__c),
ISCHANGED(FY17_Revenue__c),
ISCHANGED(FY18_Revenue__c),
ISCHANGED(FY19_Revenue__c),
ISCHANGED(FY20_Revenue__c)
)
When I did that, it returned the error: Error: Function ISCHANGED may not be used in this type of formula
So I removed the "OR" and just had the open parentheses. When I did that, it returned the error: Error: Syntax error. Missing ')'. I have all of my parentheses matching up, so not sure where it thinks one is missing.
Any thoughts on what might not be working? Appreciate your continued help!
ISCHANGED will only work when the evaluation criteria for workflow is set to Evaluate the rule when a record is: created, and every time it’s edited.
I did change that and it gives me this error: You cannot add time-dependent workflow actions with this option.
And even then, the error of: Error: Syntax error. Missing ')' is still an issue.
You cannot add time-dependent workflow actions with this option it is not an error it is just a info message that you cannot add time dependent actions which is fine because I guess you are not adding any time dependent actions.
Regarding Missing ')' as you said you removed OR so that might be the issue. Check your formula should be in proper squence and evething should be closed