User_0ZOO0 Newbie

@Jervin Nicholas Teopengco-Oracle Thank you for reaching out. I had a feeling, but I was hoping to avoid editing the field itself as I will have to ask for approval. I will reply to this thread with my findings for future reference.

@Dext3r Your assumption is correct. However, the field is not on the rental ticket itself, but a rental ticket item, which is a separate record. This is what led to me believing I could use a dot notation join to get access to the asset type field on the rental ticket item record. I ran into the same issue on a separate…

@Dext3r Thanks for reaching out. That's where I've hit a roadblock. I didn't find the asset type field under the builder so I tried to bring it in through a formula. I'm guessing I can't access the asset type through a saved search on this record type. I've also tried the same search on a line item record type and was able…

@Jervin Nicholas Teopengco-Oracle Thank you for reaching out. These are the two fields that I mentioned initially. Let me know if you need more information.

I found a solution. For future reference, create a set field display type action that triggers before the record load, and set your set field value actions to trigger after field edit on the field that is being edited. For example, the primary sales contribution would be the triggering client field, and the parameter field…

Thank you to all who took the time to answer my question. I discovered that the email alerts won't send out if the lead is flipped to a prospect through creating an opportunity, but it will if you flip it directly on the customer record. I decided on a scheduled email alert, which appears to have worked as intended. Doubly…