Pauline Cac-Oracle · SuiteBuilder Support · Silver Trophy

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…

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"

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 …

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…

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…