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Re: Saved Search Formula Text only if the new value contains a specific word
I was able to get this to work this morning using a few small tweaks to the formula from @Shiela Marie Villaluz-Oracle Here is what finally worked. CASE WHEN {systemnotes.field} = 'Install Proje…1 -
Re: Turn off Purchase Order Approval Process
@Didik Rohadi This worked. I was able to change the approval process to go to automatically approved and that took care of it. Thanks for your help!1 -
Re: Workflow to require fields on Opportunity based on Status
Opportunity/Estimate Status is the field I was looking for but could not find. Thank you for your help. Workflow is in place and working as expected now. Thank you!2 -
Re: Show field from purchase order on sales order saved search
Thanks @Jack Daryl Espiel-Oracle I think this will be the solution we need.1