Author: SRUTHY N S

To get the sum of all the fields which is created using formula,take the actual formula used to create the fields and adjust the criteria and add them. For eg: Two fields are created using the formula coalesce(max(case when {systemnotes.field} in (‘Pipeline stage’) and {systemnotes.oldvalue} in (‘Opportunity’) then {systemnotes.date} when {systemnotes.field} in (‘Deal Status’) and… Continue reading Find the sum of formulas for saved search.

To set up auto generated numbers for invoice, we need to enable Advanced Numbering feature.To enable the Advanced Numbering feature: Go to Setup > Company > Setup Tasks > Enable Features. In the Company subtab, scroll to the ERP General subsection and check the Advanced Numbering box. Click Save. We need to enable Advanced Numbering… Continue reading Auto-Numbering of Invoice Document number

Here need to get the recent date when the field pipeline stage has a value opportunity else the date should be null. Click on result tab and under columns select Formula(Date) : Summary Type : Maximum Description : coalesce(max( case when{systemnotes.field} in (‘Pipeline stage’) AND {systemnotes.newvalue} in (‘Opportunity’) then {systemnotes.date} end),Null). available filter : Internal… Continue reading Formula for saved search to get the recent dates from system note according to field change

Formula(Date) : Summary Type : Maximum Description : coalesce(max(case when {systemnotes.field} in (‘Pipeline stage’) and {systemnotes.oldvalue} in (‘Opportunity’) then {systemnotes.date} when {systemnotes.field} in (‘Deal Status’) and {systemnotes.newvalue} in (‘Won’, ‘Lost’)then {systemnotes.date}end ), current_date ) available filter : Internal Id

Workflow to make a custom field mandatory according to the employee type which is ‘Consultant’. And disable the field(field edit) for other employee type. Goto Customization → workflow → workflows. To set up the Labour cost Field mandatory for the employee type “consultant”: select the action type → Set Field Mandatory Trigger → After Field… Continue reading Setup a field as mandatory using workflow

To create a Save search, Go to the navigation list>search>saved searches>new. Choose the search type as Transaction. In Criteria Select Type –> Salesorder. set mainline is true and Cogs and shipping Line will be False. In results tab, from the joinfield related credit memo select amount and set Summary Type as ” Minimum” and Function… Continue reading Saved Search to Auto populate Custom Field(Here Credit memo)

Workflow to restrict Sales order form with a standard location. To create the workflow, Go to Customization> Workflow> Workflows> New. Record Type: TransactionSub Type: Sales OrderEvent Definition: Event BasedTrigger Type: All State 1New Action → Set Field Value Trigger On: Before User EditCondition: Custom Form!= JJ AHA – Sales Order Outlet Center And JJ User… Continue reading Workflow to restrict Sales order form with a standard location.

(record, search) => { const beforeSubmit = (scriptContext) => {try{if (scriptContext.type === scriptContext.UserEventType.DELETE) {let salesOrderId = scriptContext.newRecord.id;let openBoxSearch = search.create({type: ‘customrecord_jj_open_box_item_log1108’,filters: [[‘custrecord_jj_so_number_openboxitem1749’, ‘anyof’, salesOrderId]]});openBoxSearch.run().each(function(result) {let openBoxId = result.id;record.submitFields({type: ‘customrecord_jj_open_box_item_log1108’,id: openBoxId,values: {‘custrecordjj_item_sold_openboxlog1203’: false,‘custrecord_jj_so_date_openboxitem1749’: null}});return true;}); }}catch(err){log.error(“error in Beforesubmit”, err);}}return { beforeSubmit}});