My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: Emailing From a Task Form
Hi @"kimt", Here's a sample workflow you may use as reference if you want the email sent after the task has been created to also be viewed on the Customer record. * Workflow setup * Se…10 -
Re: How to send approved invoice pdf copy to multiple recipients using a workflow?
Hi @"3989173", The Email Address type of custom field is only accepting one valid email address by design when entered manually thus, it returns Please enter a valid email address. message …6 -
Re: If you are in a customer record and click the "create new event", can you make it so the information
Hi @"3967582", This is possible. Here's a sample workflow setup you may use as reference when implementing it on your end. In the example below, the Memo field value should be carried …3 -
Re: How to reference a locked field via a custom field
Hi New_44789, Since the workflow is executed on Testing release status, the value on the new custom field (Annual Salary $) will only be displayed on your Administrator and Financial Controller roles…2 -
Re: sublist filtered on a campaign
Hi NS_YB, Can you confirm if there's a field selected on the Custom Sublist page for the sublist added on the Campaign record? @"Pauline Joy Cac-Oracle"5
