sballios_2863

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dmatyas, Can you or anyone else share out what criteria you are using for the saved search. I'm not able to get the values populated on my stored value and I'm wondering if its because of the criteria within my search

in Customer Saved search results to a custom field Comment by sballios_2863 Oct 4, 2013 5:08PM
Evan, thank you.. SO I made your suggestion,, and set the action to trigger type before user edit, so when I create a lead within the ui,(it defaults the custom checkbox to no-brief hope) but once I save the record, it checks the custom checkbox.

in Custom Field workflow-is automatically occuring Comment by sballios_2863 Apr 25, 2011 3:20PM
Evan, I think I got this to work by the following Initiation- On Create Trigger Type-Before Record Load Trigger on Before user Edit So what im seeing is that when the online form is submitted, its passing the custom weblead value through.. when I go and create a new lead in netsuite, its leaving the record blank.. which is…

in Custom Field workflow-is automatically occuring Comment by sballios_2863 Apr 26, 2011 9:51AM