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SOLVED
9 replies

Validation Rule between Opportunity Page and a Custom Related List?

Hello,


I am wondering if I can create a validation rule that checks to see if a picklist has an item selected and if it does multi-picklist on a custom related list must have the item selected or the validation fails.  I had this working when the multi-picklist field was on the Opportunity page but requirements changed that required me to have it put in a related list.

 


Bottom line, is there a way to validate against a related list from the opportunity page and if so can you please provide me some direction?

 

 

1 replies

Unknown property 'core.email.template.EmailTemplateComponentController.CSP_Order__c'

Need help. I am creating a Visualforce email template that will simply pull some detial record information then the line item detial associated with the record and send to a contact via email. I continue to get an error when trying to reference the custom object I created "CSP Order". Does anyone know how I can get this to work? I have one written for oportunities and oportunity line items that works. Just can not get the cusotm object to work. 

 

 

 

 

<messaging:emailTemplate subject="Part Order" recipientType="Contact" relatedToType="CSP_Order__c">
<messaging:htmlEmailBody>
<apex:variable var="SubTotal" value="{!0.00}"/>
<html>
<body style="font-family: Arial, Helvetica, sans-serif">
<table width="700px" style="border-collapse: collapse" cellspacing="0" cellpadding="0" ID="Table1">
<tr>
</tr>
<tr>
<td valign="top" width="50%">
<table cellspacing="0" cellpadding="0" ID="Table2">
<tr>
<td><b>{!$Organization.Name}</b><br/>{!$Organization.Street}<br/>{!$Organization.City}, {!$Organization.State}&nbsp;{!$Organization.PostalCode}<br/>Phone:&nbsp;{!$Organization.Phone}<br/>Fax:&nbsp;{!$Organization.Fax}</td>
</tr>
</table>
</td>
<td align="right" valign="top"><b>CSP Order</b><br/>
<table border="1" cellspacing="0" bordercolor="black" style="border-collapse: collapse" ID="Table3">
<tr>
<td align="center">Date</td>
<td align="center">CSP Order</td>
</tr>
<tr>
<td align="center">&nbsp;{!month(TODAY())}/{!day(TODAY())}/{!year(TODAY())}&nbsp;</td>
<td align="center">&nbsp;{!CSP_Order__c.Name}&nbsp;</td>

</tr>
</table>
</td>
</tr>
<tr>
<td colspan="2">
<table width="100%" border="1" cellspacing="0" bordercolor="black" style="border-collapse: collapse" ID="Table4">
<tr>
<td>&nbsp;&nbsp;&nbsp;Ship To:</td>
</tr>
<tr>
<td valign="top">{!CSP_Order__c.Site_Name__c}<br/>
{!CSP_Order__c.Address__c}<br/>
{!CSP_Order__c.City__c},&nbsp;{!CSP_Order__c.ST_Prov__c},&nbsp;{!CSP_Order__c.Zip__c}<br/>
{!CSP_Order__c.Site_Contact__c}<br/>
{!CSP_Order__c.Site_Contact_Email__c}<br/>
{!CSP_Order__c.Site_Contact_Phone__c}</td>
</tr>
</table>
</td>
</tr>
<tr>
<td colspan="2">
<table width="100%" border="1" cellspacing="0" bordercolor="black" style="border-collapse: collapse" ID="Table5">
<tr>
<td>&nbsp;&nbsp;&nbsp;Special Notes:</td>
</tr>
<tr>
<td valign="top">{!relatedTo.Ship_To__c}</td>
</tr>
</table>
</td>
</tr>
<tr>
<td colspan="2" align="right">&nbsp;</td>
</tr>
<tr>
<td colspan="2" align="right">
<table width="300px" border="1" cellspacing="0" bordercolor="black" style="border-collapse: collapse" ID="Table7">
<tr>
<td align="center">&nbsp;&nbsp;&nbsp;Case Number</td>
<td align="center">&nbsp;&nbsp;&nbsp;Serial Number</td>
<td align="center">&nbsp;&nbsp;&nbsp;Ship Method</td>
<td align="center">&nbsp;&nbsp;&nbsp;Parent Account</td>
</tr>
<tr>
<td align="center">{!Case.CaseNumber}</td>
<td align="center">{!CSP_Order__c.Sys_Serial_Number__c}</td>
<td align="center">{!CSP_Order__c.Ship_Meathod__c}</td>
<td align="center">{!Account.Parent}</td>
</tr>
</table>
<br/>
<table width="100%" cellspacing="0" bordercolor="black" border="1" style="border-collapse: collapse">
<tr align="center">
<td>Item</td>
<td>Description</td>
<td>Quantity</td>
<td>BIOS/Rev</td>
</tr>
<apex:repeat value="{!CSP_Line__c}" var="cspLine">
<tr valign="top">
<td align="left" style="border-style: none solid solid solid;">{!CSP_Line_Item__c.Product__c}</td>
<td align="left" style="border-style: none solid solid solid;">{!CSP_Line_Item__c.Part_Desc__c}</td>
<td align="center" style="border-style: none solid solid solid;">{!CSP_Line_Item__c.Qty__c}</td>
<td align="left" style="border-style: none solid solid solid;">{!CSP_Line_Item__c.BIOS_REV_Etc__c}</td>
</tr>
</apex:repeat>
</table>
</td>
</tr>
</table>
</body>
</html>
</messaging:htmlEmailBody>
</messaging:emailTemplate>

  • November 30, 2011
  • Like
  • 0
SOLVED
9 replies

Validation Rule between Opportunity Page and a Custom Related List?

Hello,


I am wondering if I can create a validation rule that checks to see if a picklist has an item selected and if it does multi-picklist on a custom related list must have the item selected or the validation fails.  I had this working when the multi-picklist field was on the Opportunity page but requirements changed that required me to have it put in a related list.

 


Bottom line, is there a way to validate against a related list from the opportunity page and if so can you please provide me some direction?

 

 

2 replies

customize quick create

Can we add fields to the Quick Create screen that users can create accounts with.

I have required fields when an account is created within SFDC.

 

I'd like to add additional fields to the "quick create" within the outlook tool