If picklist field status = VOID, then user cannot update or edit record.

I keep running into a solution where a validation rule or flow prevents user from updating picklist to void. This is not the requirement. The requirement is once the status is already changed to VOID and the record is saved, then no further updates or edits can be made.

Is there a way to prevent record deletion based on, for example, a status field without using code?

Is there a way to open a visualforce pdf in a new tab? Currently the pdf opens on the same screen from a button.

Is there a way to have 2 conditions in a formula under validate input on a screen component? Currently, the following is, in fact, working and triggering an error message:

{!Cancellation_Date} <= TODAY()

However, there are 2 conditions required and each time I attempt to add another condition, as seen below, the flow fails.

AND(
    {!Cancellation_Date} <= TODAY(), 
    {!Cancellation_Date} >= Sale_Date__c
)

Requirement is - clone a child record and all of its related records from a button. My flow is working when I debug, by passing the recordId of child record; however, the flow will not work from a detail list button on child related list. I assume because the right Id is not passing? 
 
Can someone please assist as to why?

**Screenshots are inconvienently not attaching/working.**
**Please refrain from commenting if not attempting to answer the question or assist with the problem.**

I want to create a record, and this object should only have a single record in the entire org. Do you know what the best solution is?

If Account has several related Cases, how do I add a related record tab / component to automatically display only the most recent Case?

(this is an example, I am using custom objects)

If all records on one related list do not have a specific field value (a picklist status), then prevent users from updating/selecting a specific picklist value on a different related list record.

Please let me know if I can provide more detail -- I am trying to determine if a validation rule can work or a flow using loop element would be a good solution.

When a user creates a new related record on object, the object's recordId passes to new related record. However, the new related record also must be associated with another/primary object record's id.

For example, a new related record is created (object C) on object B and does in fact associate with object B -- must associate with object A as well.

I tried an auto-launched flow, assigning variables but my flow is not working.

The flow is working/running for me but not a user with a different profile. I checked everything regarding profiles and user permissions --

Is there a way to remove "view all" from a related list on a lightning record page in console view? (without creating a custom LWC)

Im trying to get a parent record's picklist field to update when all (not one) child records are in the same picklist value/status. Should I use a roll-up summary and flow? Pleasse let me know if you have any solutions or reccomendations.



 

Here is my requirement: check 1 or multiple records on a custom object's related list and from there, create 1 or multiple new records, on a different custom object.

1. Object A, select 1 or multiple records from Object B related list
2. from these selected Object B records, create 1 or multiple new records on Object C 

I currently have a screen flow which gets Object B records, utilizes a data table, loops and creates new record. however, the flow isn't working exactly how it should. Do you have any solutions or reccomendations?
 

Is there a way, without creating a new record type, to hide a picklist value (not entire field) if another picklist value is selected?

How do I display two related lists of an object on an email template? For example, a related list with relevant related lists nested under each row. Does not have to invovled code.

Here is my code:

<messaging:emailTemplate subject=""
    recipientType="" 
    replyTo=""
    relatedToType="">

<messaging:htmlEmailBody >        
    <html>
        <body>
<STYLE type="text/css">
               TH {font-size: 11px; font-face: arial;background: #CCCCCC; border-width: 1;  text-align: center } 
               TD  {font-size: 11px; font-face: verdana } 
               TABLE {border: solid #CCCCCC; border-width: 1}
               TR {border: solid #CCCCCC; border-width: 1}
         </STYLE>
         <font face="arial" size="2">
        
<p>Below are Components and Sub-Components</p>
        <table border="0">
            <tr>
                <th>x</th>
                <th>x</th>
                <th>x</th>
                <th>x</th>
                <th>x</th>
                <th>x</th>
            </tr>
            <apex:repeat var="component" value="{!relatedTo.SGI_Components__r}">
                <apex:outputPanel layout="none" rendered="{!component.Component_Status__c != 'Open'}">
                    <tr>
                        <td>{!component.Name}</td>
                        <td>{!component.Part_Number__c}</td>
                        <td>{!component.Total_Part_Authorized__c}</td>
                        <td>{!component.Labor_Amount__c}</td>
                        <td>{!component.Total_Amount__c}</td>
                        <td>{!component.Component_Status__c}</td>
                    </tr>
                    <apex:variable var="subComponents" value="{!component.SGI_Claim_Subcomponent__r}" />
                    <apex:outputPanel layout="none" rendered="{!NOT(ISBLANK(subComponents))}">
                        <tr>
                            <td colspan="6">
                                <table>
                                    <tr>
                                        <th>Sub-Component Name</th>
                                        <th>Sub-Component Part Number</th>
                                        <th>Sub-Component Total Authorized</th>
                                        <th>Sub-Component Status</th>
                                    </tr>
                                    <apex:repeat var="subComponent" value="{!subComponents}">
                                        <tr>
                                            <td>{!subComponent.Name}</td>
                                            <td>{!subComponent.Part_Number__c}</td>
                                            <td>{!subComponent.Total_Authorized_Amount__c}</td>
                                            <td>{!subComponent.Subcomponent_Status__c}</td>
                                        </tr>
                                    </apex:repeat>
                                </table>
                            </td>
                        </tr>
                    </apex:outputPanel>
                </apex:outputPanel>
            </apex:repeat>
        </table>

Is there a formula or way to specify: if picklist field has certain value on record, do not insert merge field on email template? 

For example, picklist values are x, y, z. If picklist field value is x, do not merge on template.

My understanding is CRED permissions on notes, notes & attachments and activities for users should follow same as CRED object permissions on a record. Do you know if there is a way to prevent users from editing/deleting their own notes, notes & attachments and email activity? For example, a user sends an email or creates a new note, then cannot delete. 

Is there a way to open a visualforce pdf in a new tab? Currently the pdf opens on the same screen from a button.

When a user creates a new related record on object, the object's recordId passes to new related record. However, the new related record also must be associated with another/primary object record's id.

For example, a new related record is created (object C) on object B and does in fact associate with object B -- must associate with object A as well.

I tried an auto-launched flow, assigning variables but my flow is not working.

Is there a way to prevent record deletion based on, for example, a status field without using code?

Is there a way to have 2 conditions in a formula under validate input on a screen component? Currently, the following is, in fact, working and triggering an error message:

{!Cancellation_Date} <= TODAY()

However, there are 2 conditions required and each time I attempt to add another condition, as seen below, the flow fails.

AND(
    {!Cancellation_Date} <= TODAY(), 
    {!Cancellation_Date} >= Sale_Date__c
)

Requirement is - clone a child record and all of its related records from a button. My flow is working when I debug, by passing the recordId of child record; however, the flow will not work from a detail list button on child related list. I assume because the right Id is not passing? 
 
Can someone please assist as to why?

**Screenshots are inconvienently not attaching/working.**
**Please refrain from commenting if not attempting to answer the question or assist with the problem.**

I want to create a record, and this object should only have a single record in the entire org. Do you know what the best solution is?

When a user creates a new related record on object, the object's recordId passes to new related record. However, the new related record also must be associated with another/primary object record's id.

For example, a new related record is created (object C) on object B and does in fact associate with object B -- must associate with object A as well.

I tried an auto-launched flow, assigning variables but my flow is not working.

The flow is working/running for me but not a user with a different profile. I checked everything regarding profiles and user permissions --

Is there a way to remove "view all" from a related list on a lightning record page in console view? (without creating a custom LWC)

Im trying to get a parent record's picklist field to update when all (not one) child records are in the same picklist value/status. Should I use a roll-up summary and flow? Pleasse let me know if you have any solutions or reccomendations.



 

Here is my requirement: check 1 or multiple records on a custom object's related list and from there, create 1 or multiple new records, on a different custom object.

1. Object A, select 1 or multiple records from Object B related list
2. from these selected Object B records, create 1 or multiple new records on Object C 

I currently have a screen flow which gets Object B records, utilizes a data table, loops and creates new record. however, the flow isn't working exactly how it should. Do you have any solutions or reccomendations?
 

Is there a way, without creating a new record type, to hide a picklist value (not entire field) if another picklist value is selected?

How do I display two related lists of an object on an email template? For example, a related list with relevant related lists nested under each row. Does not have to invovled code.

Here is my code:

<messaging:emailTemplate subject=""
    recipientType="" 
    replyTo=""
    relatedToType="">

<messaging:htmlEmailBody >        
    <html>
        <body>
<STYLE type="text/css">
               TH {font-size: 11px; font-face: arial;background: #CCCCCC; border-width: 1;  text-align: center } 
               TD  {font-size: 11px; font-face: verdana } 
               TABLE {border: solid #CCCCCC; border-width: 1}
               TR {border: solid #CCCCCC; border-width: 1}
         </STYLE>
         <font face="arial" size="2">
        
<p>Below are Components and Sub-Components</p>
        <table border="0">
            <tr>
                <th>x</th>
                <th>x</th>
                <th>x</th>
                <th>x</th>
                <th>x</th>
                <th>x</th>
            </tr>
            <apex:repeat var="component" value="{!relatedTo.SGI_Components__r}">
                <apex:outputPanel layout="none" rendered="{!component.Component_Status__c != 'Open'}">
                    <tr>
                        <td>{!component.Name}</td>
                        <td>{!component.Part_Number__c}</td>
                        <td>{!component.Total_Part_Authorized__c}</td>
                        <td>{!component.Labor_Amount__c}</td>
                        <td>{!component.Total_Amount__c}</td>
                        <td>{!component.Component_Status__c}</td>
                    </tr>
                    <apex:variable var="subComponents" value="{!component.SGI_Claim_Subcomponent__r}" />
                    <apex:outputPanel layout="none" rendered="{!NOT(ISBLANK(subComponents))}">
                        <tr>
                            <td colspan="6">
                                <table>
                                    <tr>
                                        <th>Sub-Component Name</th>
                                        <th>Sub-Component Part Number</th>
                                        <th>Sub-Component Total Authorized</th>
                                        <th>Sub-Component Status</th>
                                    </tr>
                                    <apex:repeat var="subComponent" value="{!subComponents}">
                                        <tr>
                                            <td>{!subComponent.Name}</td>
                                            <td>{!subComponent.Part_Number__c}</td>
                                            <td>{!subComponent.Total_Authorized_Amount__c}</td>
                                            <td>{!subComponent.Subcomponent_Status__c}</td>
                                        </tr>
                                    </apex:repeat>
                                </table>
                            </td>
                        </tr>
                    </apex:outputPanel>
                </apex:outputPanel>
            </apex:repeat>
        </table>

Is there a formula or way to specify: if picklist field has certain value on record, do not insert merge field on email template? 

For example, picklist values are x, y, z. If picklist field value is x, do not merge on template.

My understanding is CRED permissions on notes, notes & attachments and activities for users should follow same as CRED object permissions on a record. Do you know if there is a way to prevent users from editing/deleting their own notes, notes & attachments and email activity? For example, a user sends an email or creates a new note, then cannot delete. 

Hi all,
 
I've got that kind of scenario:
1. I have 2 custom objects: RMIssue__c and CR__c
2. They are related to each other by lookup field which is placed on RMIssue__c object
3. I want to create Quick Action button on RMIssue__c list view to create CR__c record and add to it selected records from the list view

What is the best approach to achieve it?
Thank you in advance!!