My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Re: Copying the Class structure
Greetings @"RafaelM", If you are trying to create Custom Classifications with parent-child hierarchies similar to the native Class field, you may find the following related thread useful: H…1 -
Re: How to Use Sourcing with Custom Customer field to return related Opportunity
Nice find @"Red Atok-Oracle"! I have confirmed that this solution works on my end as well. I find it strange though that the Current Record option is located on the Value Is dropdown where …1 -
Re: Adding sub-class in Transaction entry form
Greetings @"4322027", If you are looking for a way to add another Class field on the Transaction Form where you can select a Subclass, you may find the following related thread useful: How …1 -
Re: Personal Information Removal Requests not finding customer
Greetings @"theboywonder_37557", We would like to ask the following additional information to be able to assist you better with your inquiry: 1. Are you trying to search for a specific cust…1 -
Re: Create a workflow to copy saved search results field to another field
Thank you for providing our requested information @"Sadi20", Based on your answers, you will need to schedule the Workflow to periodically update the Store Value field. Here are the adjustm…2
