I have a rule written that will notify users when a case is closed, based on specific criteria. However, it doesn't appear to be working ... at least not all the time. I have a feeling it is the IsClosed function --- does anyone know if this works in Workflow Rules? Did I use it right? Does it matter if the record goes through an approval process at all? Because these are the records that don't seem to work ....
As a note ... I know I could probably add every closure status, but because we have multiples (and others may be added in the future), I would rather have a generic "Is this a closed case" option.
It should:
1./ Send if it is a closed case on record type 0124000000012xH where either the business unit of the submitter is GIPS or the status reason is not GIPS Resolved.
2./ Send if it is a closed case on any of the below record types where either the business unit of the submitter is The Bridge, the status is Rejected or the status is Unable to Complete.
012400000001335
0124000000012vQ
01240000000134S
01240000000130z
012400000001314
3./ Send if it is a closed case on any of the below record types (any status or business unit)
0124000000012yt
0124000000013P6
0124000000012xC
012400000001330
0124000000012uX
Here's the code I'm using .... please let me know what I'm missing.
OR (
AND ( $RecordType.Id = '0124000000012xH', IsClosed, OR (ISPICKVAL( Submitted_By__r.Business_Unit__c, "GIPS"), NOT (ISPICKVAL( Status_Reason__c , "GIPS Resolved")))),
AND ( IsClosed, OR ($RecordType.Id = '012400000001335', $RecordType.Id = '0124000000012vQ', $RecordType.Id = '01240000000134S', $RecordType.Id = '01240000000130z', $RecordType.Id = '012400000001314'), OR (ISPICKVAL( Submitted_By__r.Business_Unit__c, "The Bridge"), ISPICKVAL ( Status, "Rejected"), ISPICKVAL ( Status, "Unable to Complete"))),
AND ( IsClosed, OR ($RecordType.Id = '0124000000012yt', $RecordType.Id = '0124000000013P6', $RecordType.Id = '0124000000012xC', $RecordType.Id = '012400000001330', $RecordType.Id = '0124000000012uX')))
I am encountering two issues with Salesforce integration into MS EXCEL.
1. When I run a report and export it as either CSV or XLS file extentions my date fields export out as a mix of General text or Date/time and I can not work with them in EXCEL (even after resaving the files as a differently named XLS file and changing the field formats to date/time).
2. When I select csv as the export file type, the data exports out as 1 record across many columns per row instead of 1 record per row per column with comma's seperating the values.
I have a rule written that will notify users when a case is closed, based on specific criteria. However, it doesn't appear to be working ... at least not all the time. I have a feeling it is the IsClosed function --- does anyone know if this works in Workflow Rules? Did I use it right? Does it matter if the record goes through an approval process at all? Because these are the records that don't seem to work ....
As a note ... I know I could probably add every closure status, but because we have multiples (and others may be added in the future), I would rather have a generic "Is this a closed case" option.
It should:
1./ Send if it is a closed case on record type 0124000000012xH where either the business unit of the submitter is GIPS or the status reason is not GIPS Resolved.
2./ Send if it is a closed case on any of the below record types where either the business unit of the submitter is The Bridge, the status is Rejected or the status is Unable to Complete.
012400000001335
0124000000012vQ
01240000000134S
01240000000130z
012400000001314
3./ Send if it is a closed case on any of the below record types (any status or business unit)
0124000000012yt
0124000000013P6
0124000000012xC
012400000001330
0124000000012uX
Here's the code I'm using .... please let me know what I'm missing.
OR (
AND ( $RecordType.Id = '0124000000012xH', IsClosed, OR (ISPICKVAL( Submitted_By__r.Business_Unit__c, "GIPS"), NOT (ISPICKVAL( Status_Reason__c , "GIPS Resolved")))),
AND ( IsClosed, OR ($RecordType.Id = '012400000001335', $RecordType.Id = '0124000000012vQ', $RecordType.Id = '01240000000134S', $RecordType.Id = '01240000000130z', $RecordType.Id = '012400000001314'), OR (ISPICKVAL( Submitted_By__r.Business_Unit__c, "The Bridge"), ISPICKVAL ( Status, "Rejected"), ISPICKVAL ( Status, "Unable to Complete"))),
AND ( IsClosed, OR ($RecordType.Id = '0124000000012yt', $RecordType.Id = '0124000000013P6', $RecordType.Id = '0124000000012xC', $RecordType.Id = '012400000001330', $RecordType.Id = '0124000000012uX')))
The salesforce users in our organisation often forget to execute tasks they have been assigned to or they just forget to mark their tasks as completed, eventhough they did the necessary things to complete them.
I'd like to remind them of their overdue tasks by sending out an automatic email every week/2 weeks with an overview of all the overdue tasks assigned to them.
Is this possible? If yes, how can it be implemented best?
