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Re: View payment application history
@User_NMR8A I'm not sure whether the information you need can be pulled by saved search now, but I think you can try to use workflow to trigger some customized fields value when user apply payment an…1 -
Re: How to make a Workflow transition from Approved to Pending Approval when Edited?
There is another option that add conditional lock record action so only certain users can edit and send the transactions back to pending approval. And instead of add button, just add a simple transit…3 -
Re: How to override value on Custom Body Field with formula?
A thought of the solution is adding one field as no store value field and another filed as store value field. Then add a checkbox field said override. Use a workflow that if the override is checked, …1 -
Re: How to change the landing page on the Partner portal
Actually user can set other pages as landing page once they create presentation tab under Setup->intranet->tabs->new. But I think landing page configuration is more related to web content an…1