My Stuff
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Re: Mass Update Sending Invoices
Hi @"New_44789", You may create a Scheduled Workflow that will update the check box on the Invoice record when an email has already been sent. A Custom Transaction Saved Search is necessary…3 -
Re: Creating Custom Fields with Values Derived from Summary Search Results and a custom formula
Hi @"paula.courtemanche", This is to acknowledge that we have received your question. We'll further test this on our end and get back to you as soon as possible. @"Pauline Joy Cac…1 -
Re: Purchase Order custom status
Hi @"Jyothi R", You may create a Custom Transaction Saved Search for the Purchase Order records not yet submitted by following the setup below. With the setup above, you'll be able to …2 -
Re: Restrict duplicate custom record
Hi @"nic_reg_01", I added both Create Record and Go To Record workflow action on State 2 of the first workflow. The Create Record workflow action will be executed first after clicking the C…2 -
Re: Purchase Order custom status
Hi @"Jyothi R", You may add a Show Message workflow action on the initial state to display a message that will remind the user to click the Submit button after the Purchase Order record has…2
