Salesforce Datetime in a Validation Rule

Salesforce Date Time in a Validation Rule

Recently I had to put in a very simple condition into a validation rule where we didn't want the validation rule to fire for records we created in the past, only on records we created going forward.

So I just wanted to put into the condition formula something that said the created data had to be greater than a set date, here is what I used:

DATEVALUE(CreatedDate) > DATEVALUE("2015-04-24") 


Because the CreatedDate is a datetime field I just used the DATEVALUE field and it worked like a charm!

Now my validation rule which is very simple looks like this and will only fire on records we create from April 24th and forward.

AND( 
     ISPICKVAL(Consulting_Type__c , 'Support – Time Bound'), 
     ISBLANK(Support_End_Date__c ), 
     DATEVALUE(CreatedDate) > DATEVALUE("2015-04-24") 
)

Simple Visualforce Page to Allow Updates to Related List

I have had many requests in the past to allow for quick easy updates to a related list. You can use list views to do some of the updates, but there is no way to do a quick update to a related list aside from installing an app. GridBuddy is a great app that can accomplish this at a very reasonable price.

However I recently had a request to do one simple update on Quotes that are related to an Opportunity, just one checkbox and everything else would be read only. Below is the source code for the Visualforce Page, Custom Controller and Test Class.

There are a couple custom fields mixed in here but most of this is standard Salesforce. This would be a Visualforce page that would be placed on the Opportunity page layout and it would show related Quotes with the option to update and save changes.

VF Page:

<apex:page standardController="Opportunity" extensions="quoteController">
 
 <apex:outputPanel id="refresh" rendered="true">
 <apex:outputPanel id="refresh1" rendered="{!refreshPage}">
  <script>
   window.top.location='/{!Opportunity.id}';
  </script>
 </apex:outputPanel>
</apex:outputPanel>

 <style>
.pbBody td {
 border-color: #E3DEB8;
 border-style: none none solid;
 border-width: medium medium 2px;
 padding-bottom: 4px;
 padding-top: 4px;
 width: 85px;
}
.pbBody input   { width: 105px;}
.pbBody .nameColumn { width: 125px;}
.hdr     {;}
</style>
<apex:form >


 <apex:messages />

 <apex:pageBlock title="Edit Quotes">
  <apex:pageBlockButtons >
   <apex:commandButton action="{!saveChanges}" value="Save" status="ajaxStatus" />
  </apex:pageBlockButtons>
  <apex:actionStatus id="ajaxStatus" startText="Updating quotes...">
   <apex:facet name="stop">

   <apex:outputPanel id="main"> 
       
       
    <table>
    <tr>
     <apex:repeat value="{!headers}" var="h">
      <td class="hdr">{!h}</td>
     </apex:repeat>
    </tr>

    <apex:repeat value="{!Quotes}" var="q">
     <tr>
      <td><apex:outputField value="{!q.QuoteNumber}" /></td>
      <td><apex:outputField value="{!q.Name}" /></td>
      <td><apex:outputField value="{!q.IsSyncing}" /></td>
      <td><apex:inputField value="{!q.Price__c}" /></td>
      <td><apex:inputField value="{!q.Margin__c}" /></td>  
     </tr>
    </apex:repeat>
    </table>  
   </apex:outputPanel>
   </apex:facet>
  </apex:actionStatus>
 </apex:pageBlock>
</apex:form>
</apex:page>

Custom Apex Controller:

public class quoteController {

public Boolean refreshPage {get; set;}
  
  // Constructor
 public quoteController (ApexPages.StandardController controller) {
  
  refreshPage=false;
  
  this.opp = (Opportunity)controller.getSubject();
  
     this.quote = [ SELECT 
      q.Id, q.QuoteNumber, q.name, q.IsSyncing, q.Price__c, 
      q.Margin__c
      FROM 
      Quote q 
      WHERE 
      q.OpportunityID = :opp.id ];
 }


 // Action Method called from page button
 public pagereference saveChanges() {   
  
  update this.quote;
  refreshPage=true;
  return null;
  
 }


 // Action Method called from page link
 public pagereference newQuote() { 
  Quote q = new Quote();
  q.OpportunityID =this.opp.id; 
  quote.add( q );
  return null;
 }

 // public Getter to provide table headers 
 public string[] getheaders() { return new string [] 
  {'Quote Number','Quote Name','Synching','Price',
  'Margin','Total Margin' } ; }

 // public Getter to list project deliverables
 public Quote[] getQuotes() { 
  return this.quote; 
 } 

 // class variables
 Opportunity opp;
 Quote[] quote; 
}


Test Class:

@isTest
private class controllerTest {
    
    
     public static testMethod void testMyController() {
        
        Account a = new Account(name='Test Account');      
        insert a;

        Opportunity opp = new Opportunity();
        opp.Name = 'Test Opp';
        opp.Amount = 100;
        opp.CloseDate = Date.today();
        opp.Probability = 10;
        opp.StageName = 'New';      
        insert opp;
        
        // start the test execution context
        Test.startTest();

        // set the test's page to your VF page (or pass in a PageReference)
        Test.setCurrentPage(Page.OpportunityQuoteGrid);
        
        // call the constructor
        quoteController controller = new quoteController(new ApexPages.StandardController(opp));
        //quoteController controller = new quoteController();
        //String nextPage = controller.save().getUrl();
        
        // test action methods on your controller and verify the output with assertions
        controller.saveChanges();
        controller.getHeaders();
        controller.newQuote();
        controller.getQuotes();

        
        // stop the test
        Test.stopTest();
        
     }
    
    
}