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9 replies

Need help with Custom Views

Ok, so the company I work for sells different brands to different companies.  We have a custom field on the account page for "Brand".  We run campaign for these different brands.  I'm trying to find a quick way of adding contacts to a campaign according to what brand they are.  Unfortunately, when I create a custom contact view, I am only allowed to filter by fields from the contact page, not from the account page.  Does anyone know a work around for this?  Thanks in advance.

Chris
2 replies

Simple (just not for me) Radio Button

I'm trying to set up a pair of radio buttons in my accounts layout.  How do I do it?  I want a customer and prospect.  Default to prospect but when customer is selected prospect is unselected and vice versa.  The field set up doesn't have radio buttons.  It does have checkboxes.  Is there a validation rule I can use to do this?  Of course validation rules don't run 'till you submit, correct?  I'd rather have it happen automatically as someone edits the record.
 
Also anyone know any good resources for starting validation rules training? Or starting apex code training?  Are there any good books or web sites?  I'm a PHP programmer, but I'm having some trouble with SFDC.
 
Thanks,
 
Chris
2 replies

How do I verify status of a check box

I had an earlier post where I was trying to validate that a valid option had been chosen in a picklist.  I have that working now.  However, my picklist is being controlled by a checkbox.  I only want the validation on the picklist to fire when the checkbox is checked.  This is obvious since you can't select the picklist when the box is unchecked.  I've tried ISNULL(vendor__c) but it says it's an invalid argument.  I've tried vendor__c = TRUE.  That doesn't work either.  vendor__c = checked? nope. 
 
AND(ISNULL( Vendor__c )  = FALSE, ISPICKVAL( Vendor_Type__c , ""))
IF(ISNULL( Vendor__c )  = FALSE, ISPICKVAL( Vendor_Type__c , ""))
 
neither of these work either.  Any suggestions?
 
unfortunately I'm a PHP programmer who had SFDC admin thrown in my lap=P
3 replies

Need help with field validation

Okay, so I'm setting up field dependencies between a checkbox and a picklist.  The check box is the controller and when it is selected the picklist becomes selectable.  I'm trying to validate that when this happens I want to require that an option is picked in the pick list.  The default in edit mode shows --None--.
How do I verify that something other than this default is chosen?
I've tried ISPICKVAL(), but the second paramater is eluding me.  I've tried FALSE, NULL, 0 and "--None--", but none of them catch it.  I've also tried CASE()