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Re: Re: Create a task from Opportunity via a custom button by workflow
Hi @"lilywu", I've branched your follow-up question into a new thread. Upon checking, the option to open the created task by the Workflow in a new window/tab is currently not available…2 -
Re: Create a task from Opportunity via a custom button by workflow
Hi @"lilywu", Upon testing on my end, I was able to make the Create Record Action work correctly for your requirement. Here could be the reasons it doesn't work properly on your end: *…2 -
Re: We have template driven Projects and need to send notifications once a person is assigned to a field
Hi @"4188728", As a solution to your requirement, set up a Saved Search with the following settings: Result: With the above setup, the following sample email alert is sent to the recipient(…1 -
Re: Do I use LTRIM or REGEXP_SUBSTR?
Hi @"AC-5455", Since List/Record fields will show - None - for records having blank/null value for the field as a standard behavior when grouped in a Saved Search, can you try grouping with…1 -
Re: Do I use LTRIM or REGEXP_SUBSTR?
Hi @"AC-5455", Can you try the following formula if it works on your end: SUBSTR({custbody_acp_trans_contact}, INSTR({custbody_acp_trans_contact},': ')+2) Hope this helps. -Jack @…2
