Was this ever resolved? Our organization has the same issue.

I'm assuming you've long since solved this but just in case. Converting a list to a custom record will not wipe out any data in custom fields that reference the list. The custom lists and custom records share the same internal id numbering pool, so you're good to go there. The biggest concern comes from your field/script…

That's very interesting. Below you'll see my search criteria and results as well as the KPI Scorecard. Maybe you can tell me if i set up something wrong. Opportunity Search Criteria: Document Status = Closed - Won Product = 'a certain manufacturers products' Actual close is after end of same quarter last year Results: Date…

That seemed to do the trick! Thank you very much! I didn't even need to remove the grouping, but it's good to know that it could cause an issue. It's good to know that going forward! Thanks again!

I don't know what has changed, but at least in my options for the portlet, a reset button has appeared and hitting that seems to have taken care of the problem. Perhaps, I'm blind and missed it the first time, but thankfully it works now.

So, I finally figured this out in case anyone else needs to know this. Apparently you can create center tabs for your Intranet if you have that feature enabled. You can look for these tabs here: Lists > Web Site > Tabs. Our Knowledge Base tab was considered a presentation tab and allowed for internal only viewing of the…

Try changing the permissions for a role and see how that impacts it. On Permissions>Lists for a role there is a Knowledge Base permission. Is that turned on for your roles? Thanks for this idea. Unfortunately this does not appear to be it. There is not a permission listed there for Knowledge base that I can find. I'm still…

I don't know what has changed, but at least in my options for the portlet, a reset button has appeared and hitting that seems to have taken care of the problem. Perhaps, I'm blind and missed it the first time, but thankfully it works now.

I would like to do the same thing here but for an opportunity workflow. I would like to have the system count the # of open opportunities (stages A-F) for that rep and if that number is greater than or equal to 50, return a user error. We have a hard cap at 50 (imposed for a specific reason, but not by us) for our users…

Thank you for your feedback. We hadn't restricted the users to one form. Due to the 'standard opportunity' form being inactivated it was not an option to un-check. For the sake of thoroughness, we reactivated the form and then restricted selections within the role. However, this did not have an effect, the records still…

OMG!! Thank you for the find! That is awesome! Worked like a charm!

I'm having the same issue as well, do you have access to the source code from those new forms? Provided the new forms do not exhibit the weird justification behavior. I've tried all the same things you have and it's weird. For us, if you can keep everything to one row, it displays fine, but if you have one word that is too…

Thanks! I was wondering if that was the case.

Awesome, that worked perfectly, nice find! Thanks!!! My previous workaround was to have it trigger on 'before record submit' but that seemed weird as you had to leave the field blank, but it at least worked. This is nicer and more intuitive.