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Re: Send email through a Workflow action
Hi @Elina Kourouzidou , If you're willing to try a different approach, I can help you set this up. Create a new transaction body field of type=email and add it to your records. (I put it on the …2 -
Re: Workflow > Customer Address TIN to Transaction TIN
Hi @User_5FWNK , If you have added a custom field to the address records and your custom field is included in the default address form being used, the custom value should source over. Have you checke…1 -
Re: Automatic creation of work orders
Hi @US Water Systems, Inc. , On your Item Revision, you can select whether you want the subassemblies created via Work Order or Stock. Change the selection from Stock to Work Order This way, when you…1 -
Re: What is the best option if the client does not want to buy a sandbox for testing ?
Hi @Kirtee Jeetah-Naran , It's a BAD idea to not purchase a sandbox because the process of configuring and performing UAT is specifically to ensure that all configuration is approved prior to mo…1 -
Re: Restrict Account to Multiple Departments
Hello @User_5FWNK , You will need to script this, and it sounds like a pretty complicated script. If you're talking about customers in your 'Company' list - assigning a specific bank a…2
