Minha área
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Comentários
-
Hi Jack, One more question. Is it possible for a workflow send email condition to reference an accounting list - price level like shown below? This is the item price level on the quote. Can i reference the highlighted price level field below in a workflow condition? As of now it is not an option. Maybe i missed a step.
-
ok, please disregard my second message as well. I added another workflow to keep today's date in the exp close date field whenever the other quote types are selected. Thanks for your help!!😀
-
Please disregard my previous post, it works now! Thank you! So one more thing, after i select either quote type contract builder or contract builder developer and the exp date changes as it should, is there a way for the date to go back to today's date if we select any other quote type? For example, if we select quote type…
-
Thank you. However when i copied this formula into the set field value action parameter, the exp close date in the quote is still returning 1/31/2022 and not a date 180 days in the future. For more information, the after field edit trigger is triggered on Quote Type. In the condition below, the Quote Type on the quote has…
-
I should also add that the workflow is using the client trigger "After Field Edit" on the quote expected close date field and is triggered off of "Quote Type".
-
Hi Jack, Im testing this now but i think you are on the right path!