User_BCKYD Red Ribbon

Thanks for the information! Below is the current code and highlighted are the column labels and check.apply section. THis looks like the voucher code you sent me. Do you mean i add your code at the very bottom of this screenshot, under the check.credit section that is commented out?

Hi Johanna, Just following up on this question. Let me know if you need anything else to assist. Thanks!

Hi Johanna, Please let me know if you need any additional info from me. I appreciate your help.

Sure, here you go!

Thanks for this, Shaik. After a couple more tweaks to the code it finally works for me. I appreciate it.

Thanks Shaik, I tried to enter the code you suggested. Below is what i have. But the code throws this error when i preview it.

Jack, I kept getting error The string "--" is not permitted within comments" so to get around this just removed the code that was commented out and saved it in case i need it later. So im all set here. Thanks for your help, once again.

Thanks Jack. I havent had a chance to test this, but will do tomorrow and get back to you.

Hmm, i tried that and still get an error I feel like its something minor im missing. I appreciate your help.

I appreciate it, Gaurav. Unfortunately my script skills leave something to be desired. Unless you can provide some details instructions ill probably just use the "copy" checkbox. Thanks!

Thanks Jack. We wont need the third piece of code you provided as all our business ids are either 1 or 2. Here is the code i put in place. But it generates the below error

Hi, I would like to revisit this question. I would like to simplify the code in my screenshot below so the following is achieved. all quotes with a record.cseg_appf_business.id = 1, use media image 606031 all quotes with a record.cseg_appf_business.id = 2, use media image 14502 Jack was a great help before. Thanks!

Thanks Gaurav, that makes sense. My other question is after the checkbox is checked for COPY, would it then be possible to somehow link the initial order to the copied order(s)? LIke a list of the copied orders? Thanks!

Thanks for the feedback. Are any addresses "searchable" in the Global Search field?

Here is the quote and ship to field.

ok, thanks for looking into it anyway.

Yes, it is custom. Hope this helps.

i havent tested this yet but my initial thought is it wont be ideal. We need the workflow to trigger instantly, not wait for 30 min. But i appreciate the suggestion!

Thanks. I will give that a shot.

Here you go. When the business field = installation, the workflow will set the two field values in the second screenshot. This works for new orders. Some orders are entered as new: Some quotes are converted into orders using the "sales order" button on the quote: Thanks!

Hi, I suppose this technically didnt answer my question, more so pointed me in a specific direction. But you can close this question. Thanks for the help!

Yes, i was able to get this to work using your suggestion. Thank you!

Thanks, i will test this on MOnday and let you know.

Anyone notice the Sales Order TIme Zone of off by 1 hour. We invoiced sales orders at 10:10am MST, but the status page shows a time of 11:10, its ahead 1 hour. Not sure if this is related to the outage.

We are down in Denver, Colorado.

Nice! it works perfectly! I appreciate your help, Joahnna.

Thanks, Joahnna! It works. I also applied it to the "Amount" field. However, the Totals highlighted below do not round. I think i can apply the same code but just need to find the field for it. It is the record.total field. What type of field is that? Here is the code for both places the Total appears.

i will test this today. What if i want to add the "$" symbol and two decimal places so the prices look like $2.00? Thank you!

Thank you, Joahnna. I was able to get this formatted as i like. I appreciate your help. Have a good day.

This is the Company Name code i removed from the macro header level Here is where i added it to the Body level