Do you know if there is a way to search for multiple records? For example, can I enter the name of a record and separate it with a comma or a semicolon from another so that the platform brings me both records in the search or several if I use the same sequence.
It would be something like Record1; Record2; Record3
Or do you know of any other way I can search for multiple records by name?
On change of a specific field's value, the case should be updated automatically without any user interaction or confirmation needed to replace the case.
I want the case to be automatically replaced based on its condition.
I'm looking for a no-code solation that would prevent a user from adding a new "active" contract to an account if one already exists.
Example,
"Account A" has "Contract X" which is currently active. We would like to prevent a user from adding "Contract Y" to "Account A" since it already has an active contract. Is this possible without code? Currently on 8.1.5.2177 if that makes a difference .
I want to attach a pdf to an email template. I tried an add on from the market place but it is not helping as it is the same as adding an attachment to a record. How do I do it?
I would like to filter data in my dashboard (Freedom UI) from Approval object based on the role of the currently logged in user in the Approver field. However I could not find a way to achieve this at design time (possible way was to use a macro but it does not allow this). Please see attached screen shot. I have used a View to fetch data from the Approval object. Is there a way to filter the data possibly through code or from the View itself?
I'd like to compare Product previous price after user update the product price, if the price change, I can use BP to notify related user . So, I add one column into product (UsrPreviousPrice) , and try to store the product previous price in it.
However, I am new in object event handling and c#, but I believe it will help solve the issue, right now I don't know how to write the script task part. Please help clarify any errors.
Hi, folks. By default, custom angular components have no setting UI panel, as on screen. I haven't found any info in docs, so maybe here somebody knows how to add user-friendly way to set up component?
Hello, Unfortunately, for now, the system does not support such no-code option. However, already informed our developers about this option...MoreLess
We have a DB view that contains predicted vacation balance for each person, with effective Date and Vacation balance value.
When creating dashboard each person can view his/her data, we see that dashboard rounds up decimal values of vacation balance to closest integer. Can this behaviour be changed? Either to show actual value ( for example 2.79) or always rounded to lower (2).
Atatched you can find sample data used to build dashboard above.