User_BCKYD

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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