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Hello @Paul Reading, 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 other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @Rick Baaten, 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 other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @Blue Skies, In some cases, you may want to make changes to an existing custom segment. Most fields on a custom segment can be changed after the segment is created, but note the following exceptions: The ID field cannot be changed. The GL Impact option cannot be changed. Your ability to change the Type field varies…

Hello @BlueSkies, 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 other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @Amjad Kasem, As discussed on our previous thread, we successfully added the Custom Record Link in the Customer Center. The only problem is, the Customer can see all the Custom Record of other Customers. As per my investigation, this behavior was filed as an Enhancement under Enhancement# 96641 Custom Record Types:…

Hello @PaulFleetwood, 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 other users, feel free join in the discussion as well. To our other members, feel free to…

Hello, Kindly try a single = on the formula. For detailed step by step solution, kindly refer to the following article: Add Condition to Approve System Created Transactions Through Workflow ID# 80032 The article shows the steps on how to apply a condition for -System- created Transaction.

Hello @Benjamin Paul - USA, 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 other users, feel free join in the discussion as well. To our other members, feel free…

Hello @Benjamin Paul - USA, 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 other users, feel free join in the discussion as well. To our other members, feel free…

Hello @thointn, Welcome to the community! We are glad to have you 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 do…

Hello @Strategit_Shunta4, Glad to have you here 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 other users, feel free join in the discussion as well. To our other members, feel free…

Hello @Strategit_Shunta4, 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 other users, feel free join in the discussion as well. To our other members, feel free…

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Hello @Amjad Kasem, As per checking, this might be related to the following issue: Enhancement# 96641 Custom Record Types: Ability to restrict permission/access to custom record entries for sales rep roles that have employee restrictions of self and subordinates (only allow reps to see custom record entries that belong to…

Hello @HertsChris, Thank you for the update. I have tested this again on my test account. Kindly try the following code: <#list item.inventorydetail?split("<br />") as snumber> <#if snumber_index==0> <tr> <td colspan="17"><span class="itemname">${item.item}</span></td> <td colspan="17">${item.description}</td> <td…

Hello @Amjad Kasem, Hope you are having a good day. To add a link in the Customer Center, kindly follow the steps below: Navigate to Customization > Centers and Tabs > Center Tabs > New Label: Enter Label Center: Select Customer Center Categories: Name: Enter Name Click Save Navigate to Customization > Lists, Records, &…

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Hello @George Mihaylov, 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 other users, feel free join in the discussion as well. To our other members, feel free to…

Hello @HertsChris, 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 other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @emcee_uk, 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 other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @Durga Rao, Welcome to the community! We are glad to have you 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…

Can you try this code: <#list salesorder.item as tranline> <#list tranline.inventorydetail?split("<br />") as paragraph> <!-- This will split the long description using a specific delimeter like <br /> --> <#if paragraph_index == 0> <td colspan="12"><span class="itemname">&nbsp;${tranline.item}</span></td> <td…

Hello @Vernita, 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 other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @iecpradeep_14007, May I request a screenshot of the Workflow Action and its Condition? Thank you.

Hello @ChrisH, 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 other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @NitinEOH, 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 other users, feel free join in the discussion as well. To our other members, feel free to share…

Hello @Amjad Kasem, This is achievable by applying a Parent-Child relationship between the two records. To do this, kindly follow the steps below: Navigate to Customization > List, Records, & Fields > Record Types Custom Record To be Applied as a Custom Subtab: Click Name Click Fields Click New Field Label: Enter Label…

Hello @Strategit_Shunta4, 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 other users, feel free join in the discussion as well. To our other members, feel free…

Hello @kfluk, 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 other users, feel free join in the discussion as well. To our other members, feel free to share your…