• Felix Quinones
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Hello All, 

I want to find a way to create a task automatically when a deliverable is created. Specifically, I create a deliverable named Final Year Report. That deliverable include all the requirements, deadline, person responsible, and others. I want to be able to create a process builder or a trigger that allow me to do two things at the same time. 

First, send a email notification to the person responsible indicating that a new deliverable was created. At the same time, I want that automatically a task with the information gets created in the system. 
Here is my proces. 

User-added image I would like to add as an action the creation of a task. 

Is that possible? Any reccomendations?
Hello All, 
I need to fix the following formulas on Salesforce. The current formulas work, but they are marking an error when the fields are empty. All the formulas are created as "treat blank fields as blanks". In this specific object on my system, blanck field means that do not apply.  

First Formula:
This formula calculate a percent between 4 fields. It give me a yearl result. 
IF(
AND
(Q1_c__c =0,
Q2_c__c = 0,
Q3_c__c = 0,
Q4_c__c = 0
),
0,
(Q1_c__c + Q2_c__c + Q3_c__c + Q4_c__c)/4)

The problem with the formula is that does not work if the Q1_c__c, Q2_c__c, Q3_c__c, or Q4_c__c,are blanks. If those fields are blank, the formula do not calculate the percentage. 

Second Formula
This formula automatically add flags according to the value of certain fields.
  
(
IF( ISBLANK(Q1_Goal__c ) && ISBLANK(Q1_Value__c ),
IMAGE("https://i.ibb.co/PzwzmbZ/blue-flag.png", " Blue Flag"),

IF(NOT(ISBLANK(Q1_Goal__c )) && ISBLANK(Q1_Value__c ) ,
IMAGE("https://i.ibb.co/02GzKqM/red-flag.png", " Red Flag"),

IF(ISBLANK(Q1_c__c ),
IMAGE("https://i.ibb.co/PzwzmbZ/blue-flag.png", " Blue Flag"),

IF (Q1_c__c <= 0.80,
IMAGE("https://i.ibb.co/02GzKqM/red-flag.png", " Red Flag"),

IF (Q1_c__c <= 0.90,
IMAGE("https://i.ibb.co/59L8GnF/yellow-flag.png", " Yellow Flag"),
IMAGE("https://i.ibb.co/1KNswzk/green-flag.png", " Green Flag")))))))

The problem with the formula second formula  is that the second IF is not working. 

IF(NOT(ISBLANK(Q1_Goal__c )) && ISBLANK(Q1_Value__c ) ,
IMAGE("https://i.ibb.co/02GzKqM/red-flag.png", " Red Flag"),


It suppsed that when Q1_Goal__c  is NOT blank (not empty) and Q1_Value__c is empty create a RED Flag. Currently is not doing that. 

Any suggestions with the formulas. 

Thank you, 

Felix. 
Hi everyone, 

I have eight custom fields that needs to be restrict from being edited after specific dates for all users except sys_admin and executive. Specifically: 
  • Four of those fields (q1_goal, q2_goal, q3_goal, and q4_goal) needs to be block after November 15 of every year. 
  • The other four (q1_value, q2_value, q3_value, and q4_value) needs to be block in different times. 
    • q1_value should be block after January 15.
    • q2_value should be block after April 15
    • q3_value should be block after July 15
    • q4_value should be block after Nobember 15.
Anyone cal help? 
Thank you. 
Hello All, 
I'm trying to fix the following formulas that are showing an error when the value is left blank. In our object, black field are important because means that they do not apply. The fields that are showing an error are Q1 Results and Q1 Flag. 

Field: Q1 Results
IF(
ISNULL( Q1_Validation__c ),
NULL,
Q1_Value__c / Q1_Goal__c
)

Field: Q1 Validation
IF(
AND(ISBLANK(Q1_Goal__c ),ISBLANK(Q1_Value__c )),
NULL,1)

Field: Q1 Flag
(
IF( ISBLANK(Q1_Goal__c ) && ISBLANK(Q1_Value__c ),
IMAGE("https://i.ibb.co/PzwzmbZ/blue-flag.png", " Blue Flag"),

IF(ISBLANK(Q1_c__c ),
IMAGE("https://i.ibb.co/PzwzmbZ/blue-flag.png", " Blue Flag"),

IF (Q1_c__c <= 0.80,
IMAGE("https://i.ibb.co/02GzKqM/red-flag.png", " Red Flag"),

IF (Q1_c__c <= 0.90,
IMAGE("https://i.ibb.co/59L8GnF/yellow-flag.png", " Yellow Flag"),
IMAGE("https://i.ibb.co/1KNswzk/green-flag.png", " Green Flag"))))))

I appreciate all your help. 

 

Hello All, 

I'm trying to create a formula field (Yearly Compliance) for a custom object named Compliance. The formula should add the compliance for the quarter (i.e. Q1_c__c), if not left blankand, and divide those by the number of complete fields. I'm trying to calculate the percent of compliance. The problem is that any of those four number fields could be left on black.

I tried the following formulas in where any of the Qs (i.e. Q1_c__c)  could be a number or could be left blank.

IF( 
AND 
   (Q1_c__c =0, 
    Q1_c__c = 0, 
    Q1_c__c = 0, 
   Q1_c__c = 0
    ),
    0, 
(Q1_c__c + Q2_c__c + Q3_c__c + Q4_c__c)/4)

 

IF(

AND(
ISBLANK(Q1_c__c),
ISBLANK(Q2_c__c),
ISBLANK(Q3_c__c),
ISBLANK(Q4_c__c)
),
NULL,(Q1_c__c + Q2_c__c + Q3_c__c + Q4_c__c)/4)

Here is a picture of the pay layout . 

  • If the quarter is left black, means that do not apply.
  • I'm trying to calculate the percent of Yearly Compliance. Here the Yearly Compliance should be 100% divided by 3. This is because the quarter empty (Q1) do not count for this year compliance. Also, the other two quarters are in 0%. 


Example
 

Yearly compliance should be 33.33%
Hello All, 
We were using NSPS in production without a Sandbox for over a year. Now, I create a Sandbox to configure Program Management Module (PMM). Can I deploy PMM to production without affecting NSPS? Production already have lots of information in NSPS. 
Thanks in advance. 

 

Hello All, 

I'm trying to create a formula for a compliance field (variable). The field could have values or not. If the field has values (Not Blank), I need that the field make a division (Q1_Value__c / Q1_Goal__c). If there is no values, I need the fielf diplay "N/A" or stay blanck. 

Something like the following: 

IF (OR
(NOT(ISBLANK(Q1_Goal__c)),
Q1_Value__c / Q1_Goal__c),
ISBLANK(Q1_Goal__c), "N/A"))

Thanks in advance. 

Hello All, 

I'm realatively new to salesforce and I'm trying to develop a formula that respond with an image to the result of another formula. The current formula worked, except when the result of the original formula is 0.00 or blank. 

Specifically, the formula below is looking for the result of Q1_c_c (Compliance for Quarter 1). I want a blue flag if there is a 0.00 (we are not measuring that quarter) or no information or result. 

IF (Q1_c__c <= 0.01,
IMAGE("https://i.ibb.co/PzwzmbZ/blue-flag.png", " Blue Flag"),
IF (Q1_c__c <= 0.80,
IMAGE("https://i.ibb.co/02GzKqM/red-flag.png", " Red Flag"),
IF (Q1_c__c <= 0.90,
IMAGE("https://i.ibb.co/59L8GnF/yellow-flag.png", " Yellow Flag"),
IMAGE("https://i.ibb.co/1KNswzk/green-flag.png", " Green Flag"))))

I will appreciate the help. 

Hello All, 

I'm trying to create a formula field (Yearly Compliance) for a custom object named Compliance. The formula should add the compliance for the quarter (i.e. Q1_c__c), if not left blankand, and divide those by the number of complete fields. I'm trying to calculate the percent of compliance. The problem is that any of those four number fields could be left on black.

I tried the following formulas in where any of the Qs (i.e. Q1_c__c)  could be a number or could be left blank.

IF( 
AND 
   (Q1_c__c =0, 
    Q1_c__c = 0, 
    Q1_c__c = 0, 
   Q1_c__c = 0
    ),
    0, 
(Q1_c__c + Q2_c__c + Q3_c__c + Q4_c__c)/4)

 

IF(

AND(
ISBLANK(Q1_c__c),
ISBLANK(Q2_c__c),
ISBLANK(Q3_c__c),
ISBLANK(Q4_c__c)
),
NULL,(Q1_c__c + Q2_c__c + Q3_c__c + Q4_c__c)/4)

Here is a picture of the pay layout . 

  • If the quarter is left black, means that do not apply.
  • I'm trying to calculate the percent of Yearly Compliance. Here the Yearly Compliance should be 100% divided by 3. This is because the quarter empty (Q1) do not count for this year compliance. Also, the other two quarters are in 0%. 


Example
 

Yearly compliance should be 33.33%
Hi everyone, 

I have eight custom fields that needs to be restrict from being edited after specific dates for all users except sys_admin and executive. Specifically: 
  • Four of those fields (q1_goal, q2_goal, q3_goal, and q4_goal) needs to be block after November 15 of every year. 
  • The other four (q1_value, q2_value, q3_value, and q4_value) needs to be block in different times. 
    • q1_value should be block after January 15.
    • q2_value should be block after April 15
    • q3_value should be block after July 15
    • q4_value should be block after Nobember 15.
Anyone cal help? 
Thank you. 
Hello All, 
I'm trying to fix the following formulas that are showing an error when the value is left blank. In our object, black field are important because means that they do not apply. The fields that are showing an error are Q1 Results and Q1 Flag. 

Field: Q1 Results
IF(
ISNULL( Q1_Validation__c ),
NULL,
Q1_Value__c / Q1_Goal__c
)

Field: Q1 Validation
IF(
AND(ISBLANK(Q1_Goal__c ),ISBLANK(Q1_Value__c )),
NULL,1)

Field: Q1 Flag
(
IF( ISBLANK(Q1_Goal__c ) && ISBLANK(Q1_Value__c ),
IMAGE("https://i.ibb.co/PzwzmbZ/blue-flag.png", " Blue Flag"),

IF(ISBLANK(Q1_c__c ),
IMAGE("https://i.ibb.co/PzwzmbZ/blue-flag.png", " Blue Flag"),

IF (Q1_c__c <= 0.80,
IMAGE("https://i.ibb.co/02GzKqM/red-flag.png", " Red Flag"),

IF (Q1_c__c <= 0.90,
IMAGE("https://i.ibb.co/59L8GnF/yellow-flag.png", " Yellow Flag"),
IMAGE("https://i.ibb.co/1KNswzk/green-flag.png", " Green Flag"))))))

I appreciate all your help. 

 

Hello All, 

I'm trying to create a formula field (Yearly Compliance) for a custom object named Compliance. The formula should add the compliance for the quarter (i.e. Q1_c__c), if not left blankand, and divide those by the number of complete fields. I'm trying to calculate the percent of compliance. The problem is that any of those four number fields could be left on black.

I tried the following formulas in where any of the Qs (i.e. Q1_c__c)  could be a number or could be left blank.

IF( 
AND 
   (Q1_c__c =0, 
    Q1_c__c = 0, 
    Q1_c__c = 0, 
   Q1_c__c = 0
    ),
    0, 
(Q1_c__c + Q2_c__c + Q3_c__c + Q4_c__c)/4)

 

IF(

AND(
ISBLANK(Q1_c__c),
ISBLANK(Q2_c__c),
ISBLANK(Q3_c__c),
ISBLANK(Q4_c__c)
),
NULL,(Q1_c__c + Q2_c__c + Q3_c__c + Q4_c__c)/4)

Here is a picture of the pay layout . 

  • If the quarter is left black, means that do not apply.
  • I'm trying to calculate the percent of Yearly Compliance. Here the Yearly Compliance should be 100% divided by 3. This is because the quarter empty (Q1) do not count for this year compliance. Also, the other two quarters are in 0%. 


Example
 

Yearly compliance should be 33.33%

Hello All, 

I'm trying to create a formula for a compliance field (variable). The field could have values or not. If the field has values (Not Blank), I need that the field make a division (Q1_Value__c / Q1_Goal__c). If there is no values, I need the fielf diplay "N/A" or stay blanck. 

Something like the following: 

IF (OR
(NOT(ISBLANK(Q1_Goal__c)),
Q1_Value__c / Q1_Goal__c),
ISBLANK(Q1_Goal__c), "N/A"))

Thanks in advance. 

Hello All, 

I'm realatively new to salesforce and I'm trying to develop a formula that respond with an image to the result of another formula. The current formula worked, except when the result of the original formula is 0.00 or blank. 

Specifically, the formula below is looking for the result of Q1_c_c (Compliance for Quarter 1). I want a blue flag if there is a 0.00 (we are not measuring that quarter) or no information or result. 

IF (Q1_c__c <= 0.01,
IMAGE("https://i.ibb.co/PzwzmbZ/blue-flag.png", " Blue Flag"),
IF (Q1_c__c <= 0.80,
IMAGE("https://i.ibb.co/02GzKqM/red-flag.png", " Red Flag"),
IF (Q1_c__c <= 0.90,
IMAGE("https://i.ibb.co/59L8GnF/yellow-flag.png", " Yellow Flag"),
IMAGE("https://i.ibb.co/1KNswzk/green-flag.png", " Green Flag"))))

I will appreciate the help.