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Re: Change the default email template for transaction approval
Hi Jack 1. No, there is no email action configured in the workflow 2. Yes, the approval routing is enabled for invoices thanks1 -
Setting a default view for users
Hi There Is there a way to set a default list view for users and not just for roles? For example, we have an expense claim form that has a list view on user dashboards showing all of their own expens…2 -
Mass Update Sending Invoices
Hi There What would be the best way to mark an invoice as 'sent' when it has been sent via a mass update? At the moment, a check box has been created that is on the invoice record. The inte…5 -
Saved Search with locked fields
Hi There Is it possible for an end user to see a saved search's results where they might not have the permissions to edit the underlying record fields? This could be as a result of them not havi…1 -
Conditional Highlighting on Saved Searches
Hi All I am trying to include HTML code in a saved search to create conditional formatting though it doesn't appear to work when the formula type is 'numeric' and not 'text' …2
