I have created a custom currency field, in Salesforce, on the standard Opportunity object. It's not a formula field; a workflow updates this field on edit/new opportunity. I have enabled Field History tracking on this field.
I want to include this field on a trend report with 2 snapshots of the field's value. The issue is that I don't see the field's historic value available to be selected under the "Opportunity (Historical)" field list. So, it seems like the value has not been added to this related object. (I can see the other standard fields' snapshot values.)
I went to the Report Type to see if I could add it there, but again, it's not available to be selected; only the field that's in the actual opportunity is selectable.
What steps have I missed?
if your field history report isn’t returning any records even though you know that records have changed, then ask your admin to turn on field history tracking.
Resource:
https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object/account-field-history-tracking
https://help.salesforce.com/s/articleView?id=sf.reports_filter_old_value_new_value.htm&type=5
PDF:
https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/field_history_retention.pdf
Related
I have a DateTime field (MyDTField) in my Azure DevOps instance (I am an admin on it, so I can change its schema if necessary). I would like to write a query that returns any items where the above field (MyDTField) changed in the last 7 days. Is this possible to do?
For e.g. the built in "Changed Date" field allows us to write a similar query, but that returns work times where any field value changed. I want to get items where a specific field changed within a specified time period.
Thanks!
You can try to set up a query like as below to see if it can work as expected.
To view more details, you can see:
Query history and discussion fields
Operators and macros supported for each data type
[UPDATE]
As a workaround, you can try like as below on each of the work item types that have the MyDTField field:
Add another custom Date/Time field, for example "MyDTField Latest change Date" field.
Add a work item rule like this. With this rule, once the MyDTField field changed, the value of the MyDTField Latest change Date field will be automatically changed to the current date/time.
Set up the query like as this. With this query, you will get the list of work items as your expectation.
I created a inherited process under inherited Scrum process (like 'X-Scrum') and added new fields like the below,
X.Original Estimate (Decimal)
X.Completed work (Decimal)
X.Remaining work (Decimal)
This is successfully done and reflected in the task screen.
Issue/ Help required:
I'm not able to bring those three fields into QUERIES, as I would like to extract all product backlog item, tasks and related custom fields.
Can someone help me on how to bring the custom fields into the queries.
Some special characters are prohibited for the Definition name of the custom field. If you add a new field with one of them(eg. .,()), you will get below error.
However you can change the Label of the field in the Layout section, which will be displayed in the task screen
In the QUERIES, only the Definition Name is showing up in the fields
So I guess you just changed the Layout Label of the custom field as X.Original Estimate (Decimal). But the Definition Name of the custom field is not X.Original Estimate (Decimal). Yon need to check what is Name for the field in Definition section. The Queries will reflect this Name.
How can we notify a user to select a value to a drop-down field in Azure DevOps work item without making it a required field.
The reason of not making it mandatory is because it is not a compulsory information.
But the reason for this 'way to notify' is to make sure that this value is to be filled when it is relevant (which is most of the time - but not all the time).
There is no option to add a notification on a field without making it mandatory, but there is a workaround to force the user to think about the value of the field.
You can add an additional boolean field who is enabled by default. This field can be used to create a rule for your original field, to indicate if it is required or not.
So to set this up you have to add the following fields/rules to your work item type:
2 fields:
originalFieldName (the field with extra attention)
booleanFieldName (Boolean, default value: true)
2 Rules:
When a work item is created
Then set the value of booleanFieldName to 1
When the value of booleanFieldName Equals 1
Then make originalFieldName required
With this solution the user always have to fill in the field or make the field is optional by deselecting the boolean field.
If you just want a message to be displayed in the work item to notify user to select a value. There is a workaround that you can create a customized process. You can customize the fields and pages in the your custom process.
For testing, i create a custom process and add a notification text to a group name to indicate use to select a value for a field. Please refer to below step.
1, Go to the Process section in the Organization Settings, and select the process that you want your custom process inherit from.
2, Then choose the work item type you want to edit. You can edit or add a fields or group to the work item type. For below example, i edit the title for Planning group to add a notification message.
For more information about custom process please refer the official documents.
If you already choose a process to your project. You can refer the detailed steps here to change your project process to the customized process.
Hope you find above helpful.
I am working on Azure DevOps and I know little about the product. I want to view the field history when it is created and by whom it is created and last modified.
I have gone through a couple of things in docs but it didn't help me.
Research up till Now
It shows me the fields but no information other than when I clicked on fields it gives me an option to delete the field.
Path
Organization Setting > Process > Fields
How can i view the Created Date and the Owner of the Field in Azure DevOps
Indeed, there is no such out of box way to get the Created Date and the Owner of the Field.
As a workaround, we could add a custom field in our custom process and set the value to 1 when the field is defined with a value. For example, I create a MyCustomFiled field and add rule to set the MyCustomFiled to 1 if the target field is defined:
In this case, when the target field is created by some one, our custom filed will be set with value 1.
Next, we create a query with following Filters:
Now, we could get the Created Date and the Owner of the Field.
Update:
what about the fields that are already created?
For this situation, we could query workitems whose fields have been modified according to the opposite conditions, for example, the Description field:
If this workaround still not work for you, you could try to use REST API Revisions - Get to get all the history for one workitem, use scripts to filter the revision about the specify field, then loop through all the workitems.
GET https://dev.azure.com/{organization}/{project}/_apis/wit/workItems/{id}/revisions/{revisionNumber}?api-version=5.1
Hope this helps.
How do I determine the portal row number when dragging a document into a container field in FileMaker? Dragging a document into a container field doesn't change focus, so Get(ActivePortalRowNumber) doesn't work.
Well, you could have a second relationship to the same related records sorted by the modification dates of the related records, most recent first. Then the record that had had the document dragged into the container field would appear as the first related record via that relationship, and you could grab an ID field from it.
Alternatively, each related record in the portal could contain an unstored calculation field set to "get(recordnumber)". Within a portal, that will evaluate to the portal row number of the record. Maybe you could use that somehow. Without more information on what you're trying to accomplish, though, it's tough to say.