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This is baffling. I have a sheet where I want to set a number of fields when the user comes in.
The date fields are easy. e.g. "Select in Field" -> "Close Year" -> "year(today())". Works fine.
The bookmarks are easy e.g. "Apply Bookmark" -> BookmarkID -> "BM05"
But when I want to select the value "US Sales" in the field "Opportunity", I set the trigger like this:
"Select in Field" -> "Opportunity" -> "='US Sales' " (double quotes used here for clarity, not in my QV)
Nothing happens.
However, on another sheet I have a different trigger:
"Select in Field" -> "Lead Source" -> "='Mkgt - Tradeshow List' " (again, double quotes here for readability)
which works absolutely as I expect. So I don't think it's a syntax error.
Note that on the page where the trigger isn't working, I have a listbox called "Opportunity", and when I select
"US Sales" in it, I get the results I expect. Why won't it select this value automatically? Is there a limit to the
number of triggers you can have?
It's kind of guessing, but have you double checked that Opportunity is a field name and US Sales is a value of that field (so, Opportunity is not just the user set title of the list box and / or you are using calculated values in the list box from a field expression)?
Probably this is not the cause of your issue, could you post then a small sample app?
Yes, I thought of that too, so I pasted in the field name from the dialog, and went so far as to export the listbox to Excel and do a character by character assessment of the string! I'll see what I can do to create a trial app; the real one is huge.
What if you do a search in the list box? If you input US Sales, do you get the value filtered (and completely higlighted)? Or only partially highlighted?
I am thinking of a hard space (chr(160)) instead of a simple space in field value.
That's what I checked in Excel - it's chr(32). I've deleted the list box, recreated it, deleted the trigger, recreated it. It's weird!
Some ideas for creation of your trial app:
Copy your app, reload and check that you see the issue.
Then add some field DROPs at the end of your script, drop any fields that we don't need (I would assume all fields except Opportunity).
Check that you still see the issue. Then post the (very small?) app.
OK, I've attached two files "tinySales.qvw" and "ts.qvd". When you leave the "US Sales" tab and then re-enter it, the system correctly triggers the Start & Close Month & Year, and correctly selects Sales Rep (BM05) and Lead Source (BM28). But it doesn't select 'US Sales' in "Opportunity". When you do that manually, Salesforce Generated sales drops from $113,208 to $102,784.
Thanks for your patience!
Very interesting...
Haven't understood what's going on yet, but for a workaround, you can create an additional bookmark (only US Sales selected), and use the bookmark instead the Select in field action. Seems to work.
If I find time, I will look into your issue some more.
Have a nice weekend,
Stefan
Not sure what happened, I just deleted and recreated some actions, seems to work now even with the original approach. Please check attached.
Could be just a little QV bug.