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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: How to give Customer Access and auto check 'Send notification Email' when a new customer created
Hi @"4140685", Upon further investigation, the Give Access field is exposed on the Set Field Value workflow action Field selection while the Send Notification Email field is not available o…6 -
Re: How to send approved invoice pdf copy to multiple recipients using a workflow?
Hi @"Jyothi R", Apologies for the confusion. The tobeemailed field ID is for the To Be E-mailed check box while the email field ID is for the standard email field beside the To Be E-Mailed …5 -
Re: Linked estimates with contacts from contact record
Hi @"rgrantCanada", As an alternate solution, a custom sublist is needed to filter all estimates and opportunities associated to the Contact record. Here are the steps you may use as refere…7 -
Re: How to send approved invoice pdf copy to multiple recipients using a workflow?
Hi @"Jyothi R", You can actually concatenate the value of the standard Email address and the custom entity field from the Customer record directly into the To Be E-mailed field of the Invoi…5 -
Re: Problem with Advanced PDF/HTML Packing Slip...won't print 'Ordered', 'Backordered', and 'Shipped'...
Hi @"DavidChristiansen", Upon testing this on my test account, it seems that the standard fields ${tranline.quantityordered}, ${tranline.quantityremaining}, and ${tranline.quantity} being c…3
