Hello @Dirk Nieuwkamp, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this…

Hello @Rumaysa Mirza, As per checking, you can use Workflows in Inventory Count record: With this, you can setup a Remove Button action to remove the Approve and Reject Button. For more details, kindly check the following: Remove Button Action

Hello @User_Q1DPO, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this thread.

Good day, @Mauricio Solís. May I ask the issue being encountered? Kindly provide some additional information regarding the Workflow. Thank you!

Good day, @User_EK47U. I would just like to follow up on this concern. Kindly provide some additional information or screenshots about the concern so that we can reproduce the issue in our test account.

Good day! Hope you are well. I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the community…

Hello @Rumaysa Mirza, Welcome back to the community! Its great seeing you again. Thank you for updating this thread, kindly allow us to review this concern and get back to you shortly.

Hello @Dext3r, As per checking customizing the Employee Center role will count in your Employee Center License. Also, to achieve the expected output, we need to customize the Employee Center role to set a preferred PO Form for the said role. Here are the steps to set up the preferred form to the role: On your Administrator…

Hi @User_GE47I, As per checking, I noted that the functionality that you want is still an Enhancement. It is logged as Enhancement# 607180 Projects > Expose Project Template Field on Project Records after Project Creation and ability to use the same Field as Criteria for Project Saved Searches. To request or vote for an…

Good day, @Jason_Moore. As per testing, we cannot use the standard Workflow Actions to automatically create a Sales Order record since in the Go To record action, there is no value that can copy the item sublist. I have also tried using the Transform Record but Sales Order is also not available in the Records selection. As…

Hello @User_WV14V, Welcome to the community! We are glad that you are here with us. To get you started, we recommend the following: 1. Update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! on how to…

Hello @User_4F0UO, Kindly navigate to Setup > Accounting > Preferences > Accounting Preferences under Order Management subtab look for Always Print Kit Items on Picking Tickets preference. Remove the checkmark in the preference so that only the Kit/Package Item will be displayed on the Picking Ticket and none of its…

Good day! Hope you are well. Kindly let us know if you have any additional questions regarding this thread. Thank you!

Hello @Sivasubramaniam, Great to see you again! Thank you for creating another thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this thread.

Hello @Sivasubramaniam, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this…

Hello @Manish_Mohan, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this…

Hello @AhmedM, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this thread.

Hello @Janakan, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. Thank you for providing your insights, @GauravAgrawal.

Good day! Hope you are well. I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the community…

Good day! Hope you are well. I would just like to follow up on this concern. Can you confirm if the provided solution on my previous comment worked on your end? By marking Yes on the "Did this answer the question?" question, it will tagged this as Accepted Answer. With this, it will also help other members of the community…

Hello @User_EK47U, It seems like we need further information regarding this concern. Kindly provide some additional information or screenshots about the concern so that we can reproduce the issue in our test account. Just to confirm, you wish to have a List/Record Field (dropdown) in the Saved Search Result?

Hello @User_NG5TG, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this thread.

Hello @BWM- Shem, I think it is better to separate the fields into tables so that it will be properly aligned. Kindly check the sample below: <body padding="1.2cm 1.2cm 1.2cm 1.2cm" size="A4"> <#list records as check> <div style="position: relative;font-family: Helvetica,sans-serif;top= -11pt;height: 250pt;width:…

Hello @User_XMFHV, I think you can use a Scheduled Workflow to automate the creation of Credit Memos for a Bill Credit. Kindly use the Go To Record Action to create a Credit Memo. Kindly refer to the guide below: Go To Record Action - ID#11510 Kindly let us know if you have some questions.

Hello @Cristian Cabacaba, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this…

Hello @User_E15G4, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this thread.

Hello @Dext3r, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. In the meantime, can you try to change the View dropdown to All and check if this will return the Item…

Hello @User_SLDIG, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if we have updates on this. To our other members, feel free to share your insights or suggestions by commenting on this thread.

Hello @User_27WTV, Welcome to the community! We are glad that you are here with us! To get you started, we recommend that you update your profile, add a profile picture and preferred username so other members can address you properly moving forward. You can check out Community Tip: Updating Your Profile! Regarding your…

Thanks for letting us know, @Dirk Nieuwkamp. Kindly let us know if you have any questions.