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Re: Mass update of customer and lead price level
Updating the Price Level on Customer and Lead records is also possible through workflow, @"4180980" I suggest creating a scheduled workflow with the setup below. You may use the saved searc…3 -
Re: Cannot Set Transaction Column Field as Inline
Setting the display type is only available for the Item sublist fields through workflow as of now. Since the Exchange Rate is under Expense sublist, we can create and deploy a client script that will…1 -
Re: Workflow Not Triggering
Best approach would be to add an action under Sublist Action Group for Item sublist in order to properly add line item as condition if you'd like to display a message if specific items are added…5 -
Re: Workflow Not Triggering
Hi @"Martha Hakes", Let me test this on my end and will let you know about the result @"Pauline Joy Cac-Oracle"1 -
Re: Chargeback Permission Error
Can you try adding Chargeback on Permissions tab > Custom Record of the specific role, @"Martha Hakes" and let us know if the error is still encountered? @"Pauline Joy Cac-Oracle&qu…1
