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Re: Specify a before date in saved search
Hello @OliverK, Glad to have you with us today. Thank you for sharing your solution for this question! If you have additional questions, please let us know ☺️1 -
Re: Workflow condition dropdown not loading
Hello @Hormese Paul, For troubleshooting purposes, may I ask the following information: Is it reproducible on other Browsers, Roles, and Users? Can we try removing the Approver Level, and just set on…1 -
Re: Source Contacts from Entity
Hello @OliverK, Glad to have you with us today. Thank you for creating this thread. Please allow our gurus to review your concern and perform their initial investigation. We will reach out again if w…1 -
Re: How does field "Availability to close sales order" from custom transaction type work?
Hello @User_S8PLA, This is correct. In order to utilize the Ability to close sales order function, we need to create a Workflow with the Transform Record Action that will be applied in the Sales Orde…1 -
Re: calculate formula for multiple fields in custom record
Hello @Amjad Kasem, To use Formula in Custom Fields, we need to uncheck the Store Value checkbox. Kindly uncheck the Store Value Checkbox in the Custom Field and try refreshing the record. Please not…1
