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Re: help with customer survey (storing date on Customer & url parameters)
I figured it out for #2. I just made 2 fields on the customer, 1 a formula, and 1 a stored value. the formula field uses a summary saved search to get the "max" date survey sent, and then a…3 -
Re: help with customer survey (storing date on Customer & url parameters)
thanks for your reply! it helped me for #1 because I realized that I made a dumb mistake and "recentorderlink" wasn't added to the online form. for #2, i have the parent child relation…2 -
help with customer survey (storing date on Customer & url parameters)
I'm very close to finishing the build out of our customer survey. I have the custom record, online form with custom html template, a saved search to select the recipients, and a couple of workfl…6 -
Re: Help with Workflow that creates a new task. Looking to link the tracking on the task form to google
crazy, I've been trying to do exactly this. I didn't even get as far as you, mine only made 1 task for my saved search of orders and i wasn't able to pull in any fields. did you try se…1 -
Re: Help with Workflow that creates a new task. Looking to link the tracking on the task form to google
I'm assuming you figured this out. I was struggling with trying to "join" the sales order, when I didn't have to select that field because the workflow is already looking for the …1
