Discussions
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Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
How to Source Name of the Current User
I am trying to complete a custom field (which is type Free-form text) with details of the currently logged on user via Workflow on a Customer Record.
This is the only option I've found that will return anything into the field - and this returns the internal ID of the User.
If I select 'User' in the Record (Join Field) and then any field (i.e. firstname) then nothing is returned in the field.
I've tried variations in the Formula box, such as {user.name} but these all return blank also.
We are implementing SuitePeople, so I wondered if this could be a problem from the enahanced employee permissions that are applied - but I'm getting the same behaviour with the default Administrator role (which as far as I know has fill access to everything everywhere).