How can I remove or hide the suffix from quotes autonumbering?
It's enough to suffix does't appear in quotes template.
Can anybody help me please?
The Quote Autonumbering is a standard feature of Dynamics CRM and can't be changed to remove a part.
You can always create another field to use as Quote Number and use an alternative Autonumber solution (like this one)
If I remember correctly the quotenumber field of the quote entity can be set to a custom value when the record is created so you can try first to set the autonumber solution to fill the quotenumber field, if doesn't work you need to create a new field.
I create a new field and set field type to calculated with
condition -> If Quote ID contains data
and action -> TrimRight(quotenumber, 5)
and then use it in quote Template .
It's Done .
Thanks Guido for your clue .
Related
One thing I appreciate about QuickBase table to table relationship summary formulas is that they automatically are hyperlinked to a drilldown report (e.g., if I had a field that counted the # of passing scores for a person and the person had 2, then there's automatically a link to the parent table/report and if I click it, I can see both of that individual's passing score records).
Unfortunately, I lose that functionality when writing a formula outside of the table-to-table default options (e.g., the # of passing scores divided by the # of passing + non-passing scores does not give option to add a drilldown report). Is there a way to add drilldown to a formula field? The closest I got was adding a report link field, but it'd be nice if that was a hyperlink with a number to avoid taking unnecessary space.
You should be able to do that using a Formula Rich Text field with an HTML hyperlink and adding a query parameter in your URL. You can get some help building the query if you turn off the new report style, then going to More > Show the expanded URL for this report. The expanded URL should look like this:
I agree with the Rich text field.
I prefer to build a query instead of using the expanded one.
The expanded url has a temporary id :(
Here is an example how you can create an own link if you use a formula Rich text field.
For sure, you have to replace a couple of variables in the following link ;)
// qid=1 >> id of your drilldown report
// mx{6.TV.2} >> 6 is the related field's id, 2 is the key of your table (master)
// the numbers are just an examples
// _DBID_TEMPLATES_CHILDREN >> you can find it at bottom of the children table's
advanced settings
"<a href=\""& URLRoot() & "db/" & [_DBID_TEMPLATES_CHILDREN] & "?
a=s&qid=1&dlta=mx{6.TV.2}&opts=disprec&isDDR=1\"> "& [# of Templates childs] &" </a>"
I have an excel file with a table named 'Table1' in it. I have to perform 'Filter Table' activity in UiPath with the condition "column1 begins with '*my column'". But when I specify the value like this, the column is filtered for 'ends with' operation.
Here is the screenshot for my table-
Below is the screenshot for the steps I followed-
This has been answered many times on UiPath Forum
For example https://forum.uipath.com/t/filter-table-in-excel-data-tables/559/3
If you use *my value as the search / filter pattern, then it'd mean, anything in the beginning and must have my value in the end. So, it is being interpreted correctly as Ends With. If you want to have a Begins With filter, you should have your filter text followed by the wildcard, like - my value*.
Further, if you want to include wildcard as a literal in the search pattern, you'd need to escape that by enclosing it in brackets like [*]my value* - this'd search for text beginning with *my value.
MS Excel / VBA also supports Tilde ~ as an escape character in some cases.
In excel filters, '' represents any series of characters.
The issue in the above case is that the filter value in the condition already contains a ''. Because of this, system always reads it as '*My column' => '[any characters]My column'. i.e., value ends with 'My column'.
To resolve this issue, I have specified contains filter instead of Begins with as 'My column'.
I have also tried to escape '*'. But it threw excel exception.
In addition, you can not specify condition as "Column1 Like '*My column%'". This works file when you are adding filter to 'DataTable'(after performing 'ReadRange' activity). But in this case, you will retrieve all the records and then you will be filtering the columns. This will lead to performance issues if the the excel table is huge.
You can follow the syntax below to perform filter activities in an excel:
DataTableName.Select("[ColumnName]='Datawithwhichweneedtofilter’").CopytoDataTable()
I would ask about capability to change the filed datatype from Single line to Multiline without delete this field.
Actually the CRM form editor is disable the data type option set after filed created, so I think I have to change the data type via Database
but I need to know if is it possible to do that, and if we change the data type from the database is it will change the filed from single line shape to multiline in the form.?
because my CRM is online so I need confirm is it possible, to ask Microsoft to do it for me.
Best regards .
It is not possible to convert a single line text field to a multi-line text field. Instead you should create a new multi-line text field and move the data from the old field to the new field.
If you were on-premise, you should not be making direct changes to the database (and there is no way Microsoft would be doing so for you online):
Modifying tables, stored procedures, or views in the database is not
supported.
Yes, as Henrik mentions, it's not possible, but tools can make it appear to be for all practical purposes ;)
The Attribute Manager (it's a plugin for the the XrmToolBox) will do this for you. It's in beta, so don't run it in prod without testing it in another environment first.
Just select your field, check Convert Attribute Type (optionally check Migrate Data if you want it migrated) and execute. You'll need to do it in each environment.
I am new person in salesforce can you please help me .
I have one custom filed opportunityName this is auto number field,In this field i have to add two fields values those two are pick list fields. (Like:opportunityName-field1-field2)
Thanks,
Autonumber fields are generated by the system and that's it. You can change their format (to include some prefix or dates, so you could have OPP-00123 or OPP-2013-05-01). They won't allow you to use pieces of other fields though, they'll be always just that - number with some (identical) formatting applied to it.
If your field should be always calculated and not directly writeable for your users - I'd suggest a formula field. If what you're after has to offer option of changing (for example for System Administrators) - then probably a text field + workflow would field update would be best.
You can read more about field types & workflows by simply going to "Help & Support" in your Salesforce instance. You can also go to Customize -> Opportunities -> Fields (or Create -> Workflow Rules) and hit "Help for this page" link in the upper right corner.
The formula (which can be either used directly in the formula field or as part of the workflow) will most likely look like Name + '-' + TEXT(Field1__c) + '-' + TEXT(Field2__c).
So - now you should at least have some keywords you can use to search for solutiions :) If you're a new System Administrator I strongly recommend going through some of the youtube videos and online trainings they've provided in "Help & Training".
I faced some problem with CodeIgniter's active record as it automatically adds accents. For example i need to use this ORDER BY FIELD(sites.ID, 120, 27, 119), so i do it like $this->db->order_by('FIELD(sites.ID, '.implode(', ', $sites).' )');, but getting
ORDER BY FIELD(`sites`.`ID`, `120`, `27`, `119`)
I also tried to add apostrophes, but nothing has changed. Is there any way to do my query or i need to rewrite it as a simple query?
$this->db->where() accepts an optional third parameter. If you set it to FALSE, CodeIgniter will not try to protect your field or table names with backticks.
Active Record documentation