My Stuff
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Re: Search Sales Order for non-stored value field with specific value and trigger email when changed
Hi @"VirtualThomas", Here's the saved search setup I used as filter on the scheduled workflow I tested. The saved search pulls all the Sales Order where the Committed Status (Stored) i…4 -
Re: Search Sales Order for non-stored value field with specific value and trigger email when changed
Hi @"VirtualThomas", Since custom field values from summary saved search results are not stored, the field will show as blank when used on saved searches. You may read the limitations for s…4 -
Re: Are event resources only calendars?
Hi Mark_Brit, As an alternate solution, I would suggest you to implement your expected behavior through custom record types. Create a custom record type that mimics the purpose of the Resource record…4 -
Re: Custom Line Item Field Source from Item Record Vendor Price of Preferred Vendor
No worries, @"lilywu" I'm glad to help. I agree, you may also opt for Sourcing & Filtering for the custom line field to get the value from the Item record. @"Pauline Joy Cac-O…1 -
Re: Scheduled Workflow to populate a field
Hi @"New_44789", You may use the workflow setup below in setting a custom entity field to increment by 10 every first day of the month. For testing purposes, I set the Release Status to Tes…5
