DonLarson
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Joined 6 years ago
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Re: Mandatory Multiple Attachment for a Record
I would change the business process. Let them save the record. Have the system immediately send the user a notification that they need to finish attaching documents. Also , you can send daily subscription reports to the user for records that do not have any attachments. After that send their manager a list of all their employees with unfinished work for the week.Re: YTD Reporting-Best Practices
I have got a client with a similar issue. There are two different child table to an Opportunity Sales Status Change Project Management Status Change So for the Sales Process, we keep adding status change records to the Sale Status Change table until it gets to Closed Won or Lost. Once it is there, nothing changes. Now that Operations has the deal, Project Management status records are added until it gets to Accounting Complete or Canceled. Reports are run against the different tables to evaluate a different business process by different individuals on the same object. This should solve your reporting issue.Re: How to display clickable links from two separate tables under one field
Megan, Make a Formula Rich Text field. You can the build out simple or sophisticated set of links in that field. You can use some HTML to build a table, colorize or otherwise surface the two links for your Users. The Magic Buttons application from Kirk Trachy was full of great examples of how to do this. A quick and dirty example is var text LinkOne = URL for getting to parent one; var text LinkTwo = URL for getting to parent two; $LinkOne & "<br>" & $LinkTwo That will give you both links on two rows, in the same field.
