Monday, December 23, 2013

Wipebook: The Reusable Notebook I've Been Seeking

Last year, when I started using Evernote more purposefully, I thought that a reusable notebook would be a great idea.

While I love using digital tools, I still find myself missing the experience of jotting down notes or brainstorming on paper. I wanted to combine writing notes on paper with the digital storage of Evernote, in a way that reduced waste.

I don't currently own a tablet (so I can't take advantage of Penultimate, which is only for iPad anyway) and the idea of taking paper notes and then scanning them later seemed like it would be a waste of effort and resources.

I tried making my own reusable notebook by laminating plain white paper and writing with whiteboard markers. But, my method doesn't allow for precise writing, the side of my hand often rubs off what I've written and it's rather messy to clean off the sheets.

Enter the solution I've been seeking: Wipeboard!

I misspelled reusable. Too bad there's no autocorrect IRL. (Using my DIY reusable paper here.)

I originally discovered Wipeboard on Lifehacker, and pinned it on Pinterest for future reference. But, when I went back today to learn more, I discovered that I missed out on their Kickstarter by a few hours. Argh!

I'm looking forward to when their product is available for purchase. But until then, I'll probably just watch the demo videos over and over.

Note: I haven't been compensated by anyone for this post. I just love the concept.

Thursday, December 5, 2013

Finding the Ultimate Parent in an Account Hierarchy with a Simple Formula

Traversing the account hierarchy via the Parent Account field can be challenging.

I was doing some research into including 'Ultimate Parent' in reports - so that you can see all Opportunities for any account in the hierarchy, for example.

I knew I had read something about it... and after spending a few hours searching, I discovered that not only had I read something, I had actually already implemented it. Ha.

I don't remember where I got this formula, so if it looks familiar to you, please let me know. It's a pretty awesome way to use standard functionality and can go through a hierarchy of up to 10 levels.

How to Do It:

  1. Create a text formula field named 'Ultimate Parent Name' on the Account object.
  2. Paste the following into the formula:
  3. IF( LEN(Parent.Name)<1 ,HYPERLINK("/"&Id, Name,"_parent"), IF( LEN( Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Id,Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Id,Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Id,Parent.Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Parent.Id,Parent.Parent.Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Parent.Parent.Id,Parent.Parent.Parent.Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Parent.Parent.Parent.Id,Parent.Parent.Parent.Parent.Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Parent.Parent.Parent.Parent.Id,Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Id,Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Id,Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name,"_parent"), "Ultimate Parent Beyond 10 Levels"))))))))))

What it looks like:

I can now use this field in reports for grouping or filtering if I want to see all Opportunities belonging to any account in this particular hierarchy. Cool!

Note: We've already implemented the customizable inline account hierarchy (that's what you're seeing in the picture, with the formula field below it), which displays the hierarchy as a visualforce page on the Account page layout. Super handy!

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