I've created a new lookup using the Section Wizard and created a new table for it there as well but for some reason I can't find the table on the System Designer -> Lookups.
I tried searching for it by name and manually but it appears as if it doesn't exist although on the section itself you can see the lookup field and when editing the field you can see the table connected to it.
Please check whether you are adding a new lookup through the Section Wizard in a proper way.
While adding a new lookup column to the page you can choose a "Data source": existing lookup or a new one.
You can proceed with creating a new lookup in a following way:
All the changes should be first saved through the Section Wizard, once done you can find a newly created lookup in Lookup section:
To be able to find the newly created lookup in the Configuration section, please check whether there are no additional filters:
Alternatively, you can first create a new lookup based on the need object and only after that proceed with adding a new lookup column to the needed section through the Section Wizard based on the already existing lookup.
I actually created it in the proper way thru the Section Wizard to avoid any complications but it appears to have created the object but not the lookup, so I went to lookups and created a new lookup using the created object (found it in the Configuration section).
We don't have practical examples hiding "+" on the detail based on conditions, alternatively I can suggest you to use “isDetailEnabled” function. So you can set up enable/disable detail due to your business logic.
Please check out these posts to get more details on how to use this function:
On the Meetings and Tasks tab of the synchronization dialog can you explain what the Synchronization Period means?
Is it
1. the frequency of the automatic synch
2. the time window of things that will get synch'd (i.e. if I set it to 1 week but have a meeting scheduled for 4 months from now, will that meeting still synch to my calendar)
We're seeing inconsistent results and I can't seem to find any documentation (a link in the response to this inquiry would be helpful) to explain what this period is.
I should also mention that even though we have a window set for a month, events that occur outside of that month (scheduled for 6/20/2022 as of 10/7/2021) are still showing up on the person's calendar. I'm just trying to understand the difference between the time period in my version of the synchronization period configuration.
The main difference between the time period in your version and the synchronization period in configuration it's just the new UI in latest versions of application.
The logic still the same - just option to choose the date has changed.
But you still have not answered my question. We see events scheduled for 5 months from now being sync'd to the user's calendar even though the synchronization period is only set to 1 month.
Hello, we are not utilizing the Chat feature at this moment in time. Is there a way to remove this from our UI so that we don't cause confusion with our users?
I'm importing activity records for contacts who are not associated with an account. When I open one of the imported records, the contact field is empty. Is an account required to have a contact on an activity? I do have the category field set to "Visit to contact."
No, it's not necessary to populate the Account field. It seems you didn't set the field mapping correctly, so the Contact wasn't added as expected. Please try to import the Activity records using the mapping settings. For example:
configure the column values in the Excel file:
choose the Activity object as a target object:
match the needed columns:
and perform the import (using or noty using the duplicate checking, it depends on your business task).
As a result, the needed record was imported and it's also viewable from the connected contact:
Also you can find more information and examples of import/export in the articles below:
We have the same issue at my company: We need to review fiscal quarters, not calendar quarters. It is a management nightmare to change hundreds of widgets on multiple dashboards to custom dates, 4 times a year!
Have the product dev team revisited this feature? This is a very useful and widely wanted feature.
Unfortunately, we do not have the opportunity to customize those filters because the realization of this functionality is in the core code base.
The new behavior will be implemented in future releases with 8.x new filters.
As a workaround, I suggest adding a column in which you will set or calculate the fiscal quarter by business process and another column for the fiscal year and filter based on these columns. However, it is a complicated solution and requires adding those columns to every object that needs this filtration.
In the cloud version, is it possible to remove "SQL query console" menu item from System Designer without losing the ability to use SQL Executor? I mean setting Access to “SQL query console” section permission to No won't solve the question, because it will deny access to SQL Executor, while I want just to remove the link from UI, keeping the ability to use the tool in requests.
Let’s say I have sent an email to a contact about a webinar. After some days I want to follow up to this email. Is there a way to replyall or reply to that email instead of sending a different mail? The requirement is to have a single email thread instead of sending multiple emails about same thing. How can I achieve this through business process?
Basically we don't have such functionality in our system. Alternatively, you can read the body of the letter that arrived (if it is available in the process) and, through the parameters, throw it into a new letter. It's essentially just working with parameters.
Please also note that our core R&D department has a suggestion registered on their side to make possible send an email in single thread via business process in further releases.