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Re: Paired Intercompany Transactions field in Saved Searches
Hello @Pete PW , 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 …1 -
Re: How to add approval status
Hello @Strategit_Shunta4, This is not possible since the Approval Status is a Standard Field. We cannot add an additional status on the Approval Status Field of a record. As a Workaround, I suggest f…1 -
NSC | Add a Custom Field on Address Forms
Adding a Custom Field on Address Forms requires a different set of steps from the standard way of creating a Custom field on Transaction records. Kindly follow the steps below on how to add a Custom …1 -
Re: Primary Contact on Transaction: How to reference in Advanced PDF/HTML Template?
Thank you for providing your workaround, @Margrat_H3NO5! Hello@RickG_1136, As per checking, directly sourcing the Primary Contact field is still an Enhancement logged under 297850 Advanced PDF/HTML T…1 -
Re: How to Reference Expected Receipt Date in Workflows
Hi @User_E15G4, Kindly use the Sublist Action Group to set the field value of the Expected Receipt Date. Please follow the steps below: Edit the Workflow Double-click State 1 Click New Sublist Group …1
