I have created a custom object "x" with lookup relation to Account.
There are 2 Fields in "x" :- Order Date[Date] & Rate[Number].
I am trying to create a report which should have columns as shown below. Is it possible? Any help is highly appreciated.
Daily = Rate where Order Date = today
MTD = Rate where order date is b/w first and last date of month.
YTD = Rate where order date is b/w first and last date of year
I have Two tabs tab1 & tab2, on click of tab1 its display all the records with edit & delete option, here i had overrided edit function so that on click of edit it open one page, but problem is here once user cilck on edit its highlight tab2 not tab1.
I am not sure what worg i am doing...
If any one have idea about this please help me out.
I want to create a journal against the contact to show all emails/notes/tasks/events in one chronological view. This will give the sales guys the ability to see a full, ordered history of their interaction with the contact
At the moment, notes/attachments are in a seperate section.
Is there some way to add a "New Note" button to the Activity History window to add notes into this view?
Is it possible for a custom button to create a new record only if certain conditions are met and provide an error message if the conditions are not met?
I want to place the button on a related list on the account page and only allow a new record on non-Partner Portal accounts. Would be great if anyone has some code that might get me started.
We are in the process of merging 2 salesforce orgs. It would be really helpful if there was a printable report that showed all standard objects as well as all customizations to SalesForce. (I'm not interested in the user-data, just the meta-data) Do any such reporting tools exist?
Thanks for any links or suggestions.
In the report builder I have a chart based on report data, and I'm trying to filter out all the results where a certain picklist value is not defined (null).
So in the Report filters I added the condition if Picklist_Value__c does not equal "" . This had the desired effect in the report's chart as all non-defined picklist values were filtered out.
However, when I go to the Dashboard, import the report (refreshing just to be sure) the data appears with the null values unfiltered. I don't understand why it would not be the same as the diagram in the report, but maybe it has to do with the fact that there is a hyphen. I.e. it says that hyphen (-) has 21 results, valueA 13, valueB 6 etc... so it is not passing the filter.
Obviously I can't filter with a hyphen because it isn't a valid picklist value. How do I prevent null results from appearing in my Dashboard?