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Hello @Amanda Edwards and @Angelica Mae Segador-Oracle, Workflow trigger is both on Create and View or Update. Thank you!

Thank you, Tigran and Michelle! I am trying this approach Create a Custom "Project" stored field on the Sales Order and use that in the Opportunity Saved Search to display the Project. I was able to create the field. However, I am trying to create a Workflow wherein when the standard Project Record field on the Sales Order…

Also, we are not allowed to delete transaction records. So deleting the Credit Memo and Invoice is not feasible.

Hello Clarisa, Can you share alternate solution for this limitation? We need to bill this Sales Order. Please advise. Thanks!

Hello Clarisa, Yes, we noted the change in Total of amount: However, we can't identify if it is indeed the Tax Amount. We want to verify the exact change or log for the Item line shared above. Also, per your screenshot, there's an Impact field. We can't find it on our end. Thanks!

Also, is there an Enhancement on having Void button or voiding vendor prepayment application? Thanks.

Hello Patrick, Per my understanding, in able to void the prepayment, we need to delete or void the prepayment application, correct? We are not allowed to delete records. Since there's no void button in the prepayment application, what's the alternate solution in voiding this? Thanks.

sorry have not had the chance to check let me check tomorrow. thank you

thank you this is helpful :)

thank you for that. sure. may i know how does that one work?

Nevermind i think it is ok now. thank you :)

updates please

yes. so instead of using a project saved search i should use the transaction saved search?

hi i am referring to the job/project saved search

so this is the job record right if we scroll down we will see the related records tab, which show the transactions, i would need to get the total of the Invoices if the status is Voided and Open which is 67245.85. and it should show on the Project Saved Search.

if it is not possible can i have someone to help me show the total amount of a certain transaction under the related records using a saved search? saved search for Project/Job for example : in here, the invoices has amount right so basically wat i want to do is if the invoice's status are both VOIDED and OPEN, i want to…

Basically something like a simple report from report builder. it is like project saved search but make it report builder. for the custom field it looks like this on the job

hi all any update please?

Hello Jervin, Here's the custom Item field: Thank you!

I still havent checked into it. will be checking this now I will let you know.

Hello Nicole, Thank you for this! This worked, but you will see the result on the title after saving the opportunity since the trigger is after record submit. We want to see the title being updated after editing the custom field 1 and custom field 2, without waiting for the record to be saved. On the last part of the…

This worked! Thank you, Jervin.

Hello Nicole, First field is List, which source the Customer list. Second field is Multiselect field, which source custom list.

Hello @Nicole Mendoza-Oracle, This worked on new Project records, the existing record is not updating. Can you please advise? Thanks! :)

Hello, Jervin. Apologies for the late response. This worked. Thank you! :)

Hello @Michelle Jabanes-Oracle, We inactivated Lead Sources but some are still showing in the dropdown: Please advise. Thanks!

Hello, Jervin! Thanks for you help, but it is still not working on my end. Kindly check if my setup is correct. The preferred Lead form set in our account is TEST - Lead Form (Opportunities) [NEW] without MKTG Then, the expected behavior is when the Admin will create a Lead, it will change to Lead Form (Opportunities)…

Thank you, Nicole. How to make it specific for the mast modified date of the Status field or another specific field?

Thank you for the confirmation, @Jervin Nicholas Teopengco-Oracle. I tried to test this workaround as well, I created a Workflow > Set Field Value Trigger on: Entry or Before Record Load Parameters Field: Custom Form (Customer) Value: Static = New form Condition: User Role = Admin But, using an Admin role, when creating a…

Thanks for the insights, @Able Wilson! We want to only have one form. Is it possible to create a Workflow to hide the whole Marketing tab? The only action I'm seeing when creating a Workflow is changing the field display type and when I select this, the Subscription fields (pls see screenshot above) are not showing on the…