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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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Comentarios
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@User_YMWNR - yes, you can do it via Custom Field with a Saved Search (with required criteria) showing the results.
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Hi @Gaurav_NS, A few questions: What is the "Type" in the Criteria tab? Do you have the "Main Line" as "True" or "False"? Note that in some cases, you may need to use a different field (e.g., Employee : Name/ID) to filter the results by Employee Name. Thanks. Best, Tigran
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Hi @Gaurav_NS, You can do it for Projects with a Charge Based Billing by using the Group Order field on charges. You can also customize/automate the assignment of the Group Order on charges based on various criteria. Best, Tigran