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Re: how to assign the value of custom field from the "Apply" subtab to the cust_transaction_body_field?
I don't see this being possible with Workflow, you would likely need to script it. Payee Name is a column of a sublist, you can find out what its ID and sublist ID are by adding '&xml=t…1 -
Re: What's an appropriate script structure for an integration?
Thanks Francesca, I was hoping to leave the post open for now to see if anyone else had any further insights. But yes, I think you gave me a lot of good information to consider and I appreciate that.1 -
Re: How do I get my scheduled workflow to email based off of saved search results?
This was a user error, everything is working as expected.1 -
Re: Am I doing the right thing by closing this line?
Thank you both for affirming my hopes and understanding of the process, very insightful.1 -
Re: What's wrong with my Transaction Saved Search for best selling items?
THank you Shiela, that was very helpful to my understanding of the problem.1
