How to display the invoice number as a link to the invoice
Question:
You want to display an invoice name field that changes its value when the invoice is issued. However, you do not want it to display something like "Invoice 00025 ref FAC0320-00012". If an invoice is issued, its name should become the reference number. In addition, it must be a link to the record so that it correctly replaces the Reference field—and especially the Invoice Name field—everywhere (list view, report, related list).
Answer:
The idea is to create a formula field that uses the invoice name (automatic number) when the invoice is in draft status, and uses the reference number when the invoice is issued, while also generating the appropriate link.
Please create a formula field (Text) using the following formula:
IF(
(sofactoapp__IsSent__c = true),
HYPERLINK('/' & Id, sofactoapp__Reference__c, "_self"),
HYPERLINK('/' & Id, Name, "_self")
)Here is the result in the third column :
How to display a record of 18 characters instead of 15
Question:
You want to display an 18-character ID for a record.
Answer:
You can create a formula field (Text) on the relevant object and use the CASESAFEID formula.
Salesforce provides an article on this topic: Convert a 15-character Id to an 18-character Id.
You can then add this field to your report type so that it can be selected as a column in the report.
How to display a dashboard for a user that has no more access to it
Question :
You are Admin and you would like to display a dashboard for a user that has no more access to it because you have set filters to it.
Answer:
Click on the refresh button in order to refresh the reports.
If you have a message: the type of the source report is based on a type that the current dashboard user does not have access to.
Here is the process to follow :
Log in using the user that is impacted by this
Head to the dashboard
Click on Modify
Click on the wheel to access Setup
Check the box Show dashboard as a different user, select the User, then Save
How to create a report on quote items and invoice lines
Question:
Currently, we do not have a report on quote items/invoice lines in our reports. Here is a procedure.
Answer:
1. Go to Configuration > Report Types.
2. Click New Custom Report Type.
3. Enter the name and description.
4. Define the objects:
From a new report, select the report type:
Write your report.
How to set up notifications for a report
Question:
You want to receive an email notification and have the report sent to your email inbox.
Answer:
We recommend reading this Salesforce article on the subject: Customizing report and dashboard email notifications.