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Re: Sales Order under the child customer but invoices the parent
Greetings @User_0MV81, We are pleased to inform you that your requirement can be addressed via Workflow! The workflow setup would be to Add a Button to the Sales Order which when clicked, redirects t…1 -
Re: AskAGuruLive with Jack about Customizations and Workflows (July 20, 2022)
How are you doing @User_VAYT1? Glad that you asked that question. Looping in an Approval Workflow is usually caused by having Exit States where the workflow restarts once it has reached any of them. …1 -
Re: AskAGuruLive with Jack about Customizations and Workflows (July 20, 2022)
Tip#1: Unsure which checkbox to mark under the Applies To subtab to apply a Custom Field for a certain Transaction Type? Look no further! Have the appropriate checkbox marked for you by going to Cust…2 -
Re: How to Filter Options in a Field based on selection in Other Fields then update related records?
Thanks for confirming and apologies for not so soon reply @Amjad Kasem. To be able to filter the Receive Shipments field on the Package record per your requirement using the Custom Field Filtering fe…1 -
Re: Multi-Level Join in email
Greetings @Josh Harlow, Workflows can only reference fields on the current record it is running or on a record that is joined by a Dropdown Field in the current record. Referencing child record field…1
