Skip to main content

How to retain formula field value on record update?

We have formula function ISNEW() to identify record is created or updated. ISNEW() is available in workflow and Process builder, not in formula field. 

What if we want to execute formula field value only in record creation and value should not be changed on record update. Let me share a business scenario.

Assume we have status icon image formula field on case shows different image based on the Entitlement End date. There was chance case record can refer to different entitlement, at that time business does not want to change status image formula on entitlement change , Instead there should be new status icon field which should be calculated based on different Entitlement.

If you are thinking to implement workflow or process builder, we cant use Image formula field and ISNEW function is not available in formula field.

Here is the workaround for this.

Create a new formula field which will be only executed when record created, there will be other formula field which will be executed all the time. Now business can easily report on both field values.

Workaround for ISNEW function in formula field is 

IF(MINUTE(TIMEVALUE( Craeteddate))== MINUTE(TIMEVALUE( LastModifiedDate))

Formula Field for Record creation 

IF(MINUTE(TIMEVALUE( Created_Date__c))== MINUTE(TIMEVALUE( LastModifiedDate)), IF(ISBLANK(AccountId),'',IMAGE(IF(( Primary_user_Entitlement_End_Date__c> Today()),'/img/msg_icons/confirm24.png','/img/msg_icons/error24.png'),'Entitlement Flag')), IMAGE(IF(( End_user_Entitlement_End_Date__c> Today()),'/img/msg_icons/confirm24.png','/img/msg_icons/error24.png'),'Entitlement Flag'))

Formula field for record update 

IF(ISBLANK(AccountId),'', IMAGE(IF((Entitlement.EndDate > Today()),'/img/msg_icons/confirm24.png','/img/msg_icons/error24.png'),'Entitlement Flag'))


Comments

Popular posts from this blog

How to Create a Tooltip in Lightning Datatable ?

Imagine you have a datatable displaying a list of Contact records , and one of the columns shows the Account Name . The Account Name is a hyperlink that allows users to navigate to the Account record page. But what if users want to take a quick glance at some key Account fields —like Phone or Address—without navigating to the Account record? In Salesforce Classic, this was achieved using the Mini Page Layout feature from standard page. However, in Lightning Experience, we can implement a similar feature by adding a tooltip to the data table. Solution Overview: We’ll create a Lightning Web Component (LWC) that: Displays a data table with a clickable Account Name . Provides a tooltip that shows the Account's Phone and Address fields when users hover over the Account Name. Implementation Steps: 1. Data Preparation We need to retrieve the following fields for each Contact and its associated Account: Contact Fields : Name, Phone, Email Account Fields : Name, Phone, Billing Addre...

Lifecycle hooks in LWC

There are 3 phase of LWC component  1. Mounting  A. constructor, B. connnectedCallback C. render D. renderedCallback 2. UnMounting  A. disconnectedcallback 3. Error  A.errorcallback Note - render is not lifecycle hook, it is protected method of Lightning element class. Mounting Phase LWC Creation and Render Life cycle Constructor Method ·        This method called when component is instantiated and It flows from parent to child component. ·        Need to call Super() inside constructor method ·        Can’t access any component properties or child component because it’s not ready yet. ·        Host element can be accessed through “this. template” inside constructor method. ·        Don’t add any attributes to host inside constructor C   constructor (){          super (); //...

Style in LWC

 Following are the ways we can apply in CSS in LWC. 1. Inline CCS Inline CSS is not recommended approaches, it is take highest priority among all CSS. style="color:green;font-size:10px;" is inline CSS added to div < template >     < lightning-card title = "Inline CSS" >         < div >             < div style = "color:green;font-size:10px;" > This is inline Style div </ div >         </ div >     </ lightning-card > </ template >  2. External CSS style can be applied to an elements such as h1, p,div span etc. It can applied to class using "." notation. for example .user{} It can also be applied to pseudo class.  for example .user:hover{} Id locator is not being used in LWC to apply style To apply external css, need to create separate CSS file, file name should be exactly matched with component name. for example - If component name is ...