Thinking of how Salesforce has set up Workflow Rules functionality:The ability to create a workflow rule against any standard object or custom formThe ability, within a workflow rule, to define qualification criteria using point and click declarative logic, or creating custom formulasThe ability, wi...

Hi Elissa,I don't know if we're quite ready to have a call to discuss in too much detail, other than there's a general consensus that sub-project functionality (parent/child) would be beneficial. We recently created a PMO, and have a Director of PMO defining standards. Given the early stages of he...

Hi WF Community, Does anyone know if it's possible to surface a user's available hours in a report? I know it's possible in the Resource Planner, but I have a request that the Resource Planner can't accomplish at present, and wondering if I can access available hours via a report? I see the total...

So it turns out that if you copy/paste stuff, or build the statement outside of WF and paste it in, it sometimes throws that error. I built the exact same planned hours expression, by hand direct in WF, this time and it worked. Thanks for the sounding board!

Thanks, Doug. Another question as I build this out...if you have time, or when you have time: I've added a layer for a project's Planned Hours:IF(Portfolio Name="ABC",1000,IF(Portfolio Name="DEF",1100,IF(Portfolio Name="GHI",900,"")))+IF(Program ID="5f90440b0008442a6f81d751fc94e1c2",1000,IF(Program ...

 Thanks, Doug.Quick question - I can't find any documentation around the '+IF' element. Is that the official function to do a nested IF? This would allow me to create an expression on multiple fields (portfolio, program, etc.)

Hang tight, Doug, if you don't want to invest time in advising. I broke it down to just the Portfolio Name scoring part of the IF statement, and I have it working. I'll slowly add more components to the IF (e.g. program) to see if I can keep it working properly. This is what I have working at prese...

Hi Doug - I'm trying to test out the custom calculated field you suggested, using the IF statement above, but I'm getting an error "This is an invalid custom expression...". Here's what I have, sans our actual portfolio and program names (which I have substituted correctly on my side): =IF("Portfol...

Hey Doug! Funny enough, that was the first thing I tried, and it didn't work. However, I now know what was missing - some test data, in Sandbox where I was testing, that qualified  Thanks for pushing me back in the right direction.

Hi WF Community, I'd like to create a report that uses an EXISTS statement to show me hour entries that aren't associated to a billing record. I have the following text mode filter so far, but it's not filtering properly and just showing me hour entries without billing records: EXISTS:A:$$EXISTSMOD=...