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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
How to Source a Text Field From Sales Order to Project Record
I have a text field on the Sales order that I am trying to automatically populate on the Project Form when it is created. I have found information on doing this with numeric fields and using the Sum function in a custom search to drive the results. How can this be accomplished with a Text Field?
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