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Thanks again. And by the way, some of my earlier issues were due to the fact that the action result script that I was referring to in the Retrieve Value From Table action was replaced by a different action result for some reason, and I was unaware of it. I have seen that help section before but I forgot about it. Thanks

Hi Mike,  I'm glad it's coming along! Take a look at this article. It talks about scripts you can use to filter the Export tool, but I believe similar scripts can be applied in your scenario. There are also some date filters that may be useful.  Jason

Well, I used the square brackets to surround the fields and that seems to work. My final issue is this: How do I show results that are within certain dates. The following script works for me EXCEPT for the date part: [FullName]='customerfromrow' AND [ActivityType]<>'Admin:Active Selling Status' AND DueDateEnd < ...

OK, so things are partially working now. I discovered a typo in referring to the dynamic variable used to represent the customer full name in the loop. Simple retrieval and population works now for more than one customer at a time. But I'm having trouble adding firther defining parameters to the script. In retrieving the variable ...

Thanks Jason, I've been using the "Stop Processing all actions". I've tested this where I've looped through the customer table, but I've specified a single RecordID, so the retrieve value portion of my actions should only pull one record and populate it onto a test field on the screen. But this isn't happening, and ...

How can this be done? I want to have my customers sign on ipad/tablet/phone. Has anyone customized to do this?

Hi James, I am glad you are able to utlize this workaround.  I have made a note to update this thread if there are any updates for this issue. - Ben

Ben, Not a problem.  Works as expected now.  It sounds like a stylesheet z-index issue.  Thank you for your help.  Just to clarify, this was in the Additional Info tab on the editCustomer screen.  The TagList field works fine in the Address area above the tabbed area (Additional Info, Payment & Job Info, ...

Hi Mike, I'll jump in. I'm not sure where exactly the problem is, but it may help to use a Conditional Warning message that is always true for troubleshooting purposes. You can put the values your trying to create into the message to make sure they are being generated correctly when you press the button. This will help you to ...

Hi James, I have taken a look at your account and was able to see what you are referring to.  We actually have a ticket in for this issue, it seems that when using tags in tables other than Contacts, they do not appear correctly within the "tabbed" areas of a screen.  As a test, I added th "TagList" ...