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Re: Create a task from Opportunity via a custom button by workflow
Hi @"lilywu", Upon testing on my end, I was able to make the Create Record Action work correctly for your requirement. Here could be the reasons it doesn't work properly on your end: *…2 -
Re: in the Vendor field on Purchase Orders, we would like the phone number to print along with the addre
Hi @"Danielle_Powers", If you're using Advanced PDF Templates, you can print the Vendor's Phone Number right below the Vendor's Address by inserting this HTML and Freemarker …2 -
Re: Do I use LTRIM or REGEXP_SUBSTR?
Hi @"AC-5455", Can you try the following formula if it works on your end: SUBSTR({custbody_acp_trans_contact}, INSTR({custbody_acp_trans_contact},': ')+2) Hope this helps. -Jack @…2 -
Re: Do Transfer Orders respect the Packing Slip Linked Forms from the custom form setting?
Hi @"coffeeguy", Upon testing, the solution you have implemented is correct since Transfer Orders doesn't store and use the selected form in the Custom Form field and instead, uses the…3 -
Re: Customer360 tab on Customer record
Hi @"3372164", Can you check if the information under the Customer360 subtab are Custom Sublists by navigating to Customization > Forms > Sublists then click on the tab for the Entity…2
