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…

Thanks, Patrick! How about on a Saved Search? I'm trying to have different columns for each day and not by a graph, just normal Saved Search report.

Thank you, Able and Michelle!

Thank you @Able Wilson! But we want to monitor the changes daily and not only the count for that specific day. Hi @Patrick Fresnosa-Oracle, Example: Yesterday, we still have 10 Not Started and 20 On Going projects, today - 2 of those projects became In Progress. So, the expected result is that for yesterday, the line graph…

Hi the solution that was given worked! Thank you :)

Hi, Can anyone help me with the script? I have tried creating one unfortunately it is not working. I am a basic customer so i dont think the Support Team will help me.

Hi. Any update?

Hi, I created a saved search the same way I did before (from the screenshots above), I have tried adding it to the dashboard and it is showing. The result is this but if I add it on the dashboard, it is showing correctly, but what I want to know is to change the color and as much as possible i dont want it to be a color…

I found a solution for this but it looks like this is there a way to make it look like this? (this is created from paint/powerpoint) basically, instead of a colored legend, we would prefer to have it by month and the year will only be selected on the filter. or if not, something like this would be ok as well i hope it make…

Let me check into this Leah. Thank you. I will get back to you

Thank you Joy. I will be testing this and check with the team and will let you know.

Hi Michelle, This is already resolved. Thank you

Hi, These Thank you

Hi, The Sales Order Dependency was populated. @Michelle Jabanes-Oracle , we do not have a Subsidiary and I have also checked if the Include Children is available on the Tax Code page (the tax code we are using) but unfortunately it is not. I have also undeployed the scripts applied to the record and the error still shows,…

Hi Michelle, We have a preferred form for Sales Order even before. I have also tried using the Standard form as well but the error still shows.

Hi Elychelle, Thank you for your quick response. This helped. Have a great day

Hi Dominica, This is very helpful!

Hi Dominica, Apologies for the late reply. Here is the Account I am referring to Inventory. Thank you