Our challenge is that it works fine for Admins but for other users with less permission (although edit access to the launching record and "Run Reports" permissions,) the Record ID doesn't get applied as a filter, and they just get the full, unfiltered report.
The report URL does show the filter parameters w the Record ID. And, when "logged in as", although we get the full report, we can manually add a filter using the Record ID visible in the Report URL, and it filters as expected - so the user does have the permissions for those actions.
I'm not finding info about what other permissions need to be modified - any suggestions would be much appreciated!
Here's a Salesforce help article that details the process and says "run reports" is the only permission required: Filter Reports Via URL Parameters in Lightning Experience (https://help./articleView?id=reports_filter_url.htm&type=5)
Thanks in advance!
In addition to everything recommended here, I'd elaborate to say: check the field level security for the affected user's profile/permission set on the custom "Case_RecordId" field on the Treatment_Plan custom object. They need at least "view" access for this field. They also need read access to the object this lookup field points to.
Here's an Idea you can vote on for this functionality: https://success./ideaView?id=0873A000000PZnsQAG
I need help altering the formula below, to add the following requirement:
IF Bid_Date__c is equal to or greater than TODAY(), then the below result is true. Conversely, if Bid_Date__c is less than TODAY(), then NULL.
The original formula below works and triggers a date field used to trigger a process builder scheduled email alert. But if the evaluated field "Bid Date" is less than TODAY, we don't want the email alert to fire.
MOD(Bid_Date__c - DATE( 1900, 1, 7 ), 7 ),
0, (1 + 3),
1, (2 + 3),
2, (2 + 3),
3, (2 + 3),
6, (1 + 3),
Thanks for any assistance!
Thanks for clarifying. So basically your (new) trigger would be something like this?
AND( NOT(ISBLANK([Opportunity].Bid_Date__c ) ), [Opportunity].Bid_Date__c >= TODAY(), [Opportunity].Owner.Email <> "email@example.com" )
- upgrade or downgrade subscriptions
- terminate subscriptions
Is there a limitation on the quantity of Configuration Attributes that may be assigned to a product?
I discovered an API name typo in the source field after clearing all of my attributes
and adding them back in one by one coupled with a page refresh.
The quote line field and target field picklist entries were spelled correctly,
but the product option had an extra letter in the API name.
I guess my request would be to see an error message or flagged attribute instead of a blank screen
to give some clue as to what the issue is (thought now I know what to look for).
As a beginner in Salesforce, I need an advice from you guys
I need to create a validation rule to prevent only numbers to be inserted into my text field; which means the alpabets, space, special characters are all allowed
I'm using a REGEX function; NOT(REGEX(FirstName,"[a-z A-Z]")) but this doesnt allow the space and special character. Please advise