User_BCKYD

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Thanks Jack! The sublist actions worked! We are so close to wrapping this up! We have several price level ids with essentially two scenarios for items on the quote: If the line item has a price id is in list (x,x,x,x) as seen in the set field value, then it falls in to a price level range of 1-2 (see email flag name).…

in How to set up a Workflow that sends the appropriate email based on the value of a Line Item Field? Comment by User_BCKYD Dec 2, 2022 4:52PM
Hello Jack, I really appreciate your help with this. I updated my formula with the internal id value you provided but the workflow log states line.price.id is not a found. I also tried price.level.id and received the same error and the email didnt trigger. Any other ideas?

in How to set up a Workflow that sends the appropriate email based on the value of a Line Item Field? Comment by User_BCKYD Dec 1, 2022 10:14PM
Hi Jack, Thanks for the help however i still cant get my emails to send. Below is where i entered the check level formulas. We have many different price levels and business = 1 (appliance). Here is the workflow log for test EST/Quote 453 and you can see all the other workflow actions were triggered, except for the send…

in How to set up a Workflow that sends the appropriate email based on the value of a Line Item Field? Comment by User_BCKYD Dec 1, 2022 8:39PM
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.

in How to set up a Workflow that sends the appropriate email based on the value of a Line Item Field? Comment by User_BCKYD Nov 30, 2022 10:25PM
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!!😀

in How to add days to Quote Expected Close Date via Workflow that executes on a Client Trigger? Comment by User_BCKYD Nov 29, 2022 4:46PM
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…

in How to add days to Quote Expected Close Date via Workflow that executes on a Client Trigger? Comment by User_BCKYD Nov 29, 2022 2:28PM
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…

in How to add days to Quote Expected Close Date via Workflow that executes on a Client Trigger? Comment by User_BCKYD Nov 29, 2022 2:06PM
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".

in How to add days to Quote Expected Close Date via Workflow that executes on a Client Trigger? Comment by User_BCKYD Nov 28, 2022 3:00PM
Hi Jack, Im testing this now but i think you are on the right path!

in How to set up a Workflow that sends the appropriate email based on the value of a Line Item Field? Comment by User_BCKYD Nov 28, 2022 2:13PM

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