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Re: How to reference a locked field via a custom field
Hi New_44789, Since the workflow is executed on Testing release status, the value on the new custom field (Annual Salary $) will only be displayed on your Administrator and Financial Controller roles…2 -
Re: sublist filtered on a campaign
Hi NS_YB, Can you confirm if there's a field selected on the Custom Sublist page for the sublist added on the Campaign record? @"Pauline Joy Cac-Oracle"5 -
Re: sublist filtered on a campaign
Hi NS_YB, Assuming that you have a custom field with List/Record of Campaign on your Opportunity form with the same setup below, we can use this as the filter of the saved search used for the custom …2 -
Re: Commercial Invoice
Hi @"MSStoke", You may also try creating an if else statement directly on the advanced PDF template source code to check the country of the shipping address and display the corresponding te…7 -
Re: Emailing From a Task Form
Hi @"kimt", Here's a sample workflow you may use as reference if you want the email sent after the task has been created to also be viewed on the Customer record. * Workflow setup * Se…10
