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Formula numeric // sum

in SO Transaction Search which counts Transactions which contain a particular item Comment by anton8359 Dec 11, 2017 1:32PM
k_dunc I am trying to do similar thing rn and saw this question posted on the thread ... I've tried creating a workflow with 1 state and 1 action .. to prevent a very basic role to see custom record entries when a custom field based on employee list didn't match user and it doesn't seem to be working .. tried the {user} !=…

in Sales Rep on Custom Record Comment by anton8359 Dec 4, 2017 3:57PM
Center Tabs -> Categories -> New -> Employee Center -> Location Home : figured it out !

in Custom Record Quick Link on Employee Center Dashboard Comment by anton8359 Apr 25, 2017 8:25AM
Olivier Gagnon NC -- prob should have thought of that ... thank you so much !

in creating an accurate aggregate percentage function Comment by anton8359 Apr 11, 2017 12:34PM
rnedelkow Thanks! You were right, also need to have the Billing Type Dropdown scheduled as T&M and then create project tasks with service items to update into the SO for them to be defaulted as Billable Estimate for anyone who had same issue!

in Billable Estimate Column Field Comment by anton8359 Mar 2, 2018 10:22AM

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