I have managed to create a notification in business process. But what I need upon clicking this notification, i want to open the record. Any idea how can I achieve this?
I recommend to check the realisation in base functionality. When case reopens, the notification is sent. Business process that is responsible...MoreLess
How do I test if a String Parameter in a process has not been filled in using a Formula? For example, the following are not working because they do not evaluate to true when the parameter is not filled in:
So for Radio Buttons, you can code them in, but I had issues getting more than three options on the page. If you are restricting the seleciton...MoreLess
Hello, I create a new Activity Type and Activity Category called a "QA Activity". I designed a page specifically for the new QA Activity. However, I would like to be able to create a new Activity record of this type directly from a case.
For example, I want to be able to click this task icon in a case...MoreLess
I deleted an object schema and resource file and now I keep getting these errors every time I click Export packages to file system: http://prntscr.com/n38jkr . How can I fix this?
I found the mistake. The files where not deleted on the hard drive so it kept looking for them. After deleting everything on the hard drive, the export works again.
It is cleared that by default, below fields must be entered for a successful submission of case landing page and on the basis of data matched the case record is linking with existing/new Account/Contact.
1. Contact name
2. Email
3. Phone
Also those fields must be entered those ar...MoreLess
I have this scenario, in lead form using not admin users, upon reaching the awaiting sale stage the lead is not converting to opportunity. Any idea how can i fix this issue?
I am trying to get the details of leads from clickfunnels to google sheets and then using a zap to get them into the instance which are only coming in as contacts. But I want those details to enter the CRM as leads and not as contacts and accounts.
Is there a way to get the Leads into the instance? I can only see option for Contacts and Accounts in Zapier.
I created my own Webhook for this purpose and have Zapier call my webhook to pass the data, then I use OData in the webhook to create the lead...MoreLess