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: Can a formula be created to update the last fulfillment date on the sales order header
Hi @"slamm", Displaying an item fulfillment's, for instance, Document Number on a custom body field on a sales order can be achieved through deriving the value via saved search. Howeve…7 -
Re: Prevent changes in custom fields from logging in to the System Notes
Hi @"c321dc41-15d1-4dac-97f3-c219c0bf8db0", We actually cannot restrict the changes on custom field value from being logged on the System Notes. We can only run the Personal Information Rem…5 -
Re: How do you create a journal approval flow so that editing an approved journal changes the status to
Hi New_44789, In addition to nag_m's suggestion, you may also use the basic approval workflow template for Journal Entry. Some of the business use cases you've mentioned are actually covere…2 -
Re: Allow a role to edit a single field on the Item record only
Hi @"PaulFleetwood", I would suggest using a custom form for the role that the trade store staff is using. It is the easiest way we could disable all the fields on the form and set it as th…8 -
Re: Workflow update Line Level Item Columns
Hi @"PaulFleetwood", Upon further testing, you may actually use the Set Field Value workflow action instead of the Set Field Value under Sublist Action Group. Here's the setup of the w…8
