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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" ...

No thoughts yet? I'd like to know where I'm going wrong - it'd be great to have this done before the weekend. Again, I think I'm pretty close.

Here’s what I did: Loop through customer table where FullName starts with “Renu”. I want to work with a small batch of fullnames first. I can remove this once I know this works Assign Value to Action Result:  Create an action result called resultscript. The SQL for this is: FullName='customerfromrow' AND ...

This is what I did between my post and your response. My problem now is that I need to use an advanced SQL script. I've watched the webinar and I think I get how to assign the script to an action result and then use the script in the WHERE part of the Retrieve Value action. My problem now is doing the script (I'm not experienced ...

Mark - nice suggestion using the report designer. Mike - not sure on your exact use case but if you didn't have to loop all the customers at once there's a fairly easy approach to do this one customer at a time. Filter the activity grid to your exact specifications, even use different filter views if needed. ...

Mike Here's a great place to start for learning SQL. http://www.w3schools.com/sql/sql_where.asp Also, you can achieve the same result with the report designer.

Hi there - welcome to our forums! If you don't already have a field to hold PO numner, the first step would be to add a custom field to the Activity table which is the table work orders are based on. Once that's done, you can edit the particular screen (i.e. AddEditWorkOrder) to add your new field. so it is ready to be used on the ...

So I see I would do the following: Start loop through customer table Assign Value from action result: This will be my advanced SQL script. Each customer will use the field "customerfromrow" to identify it. Assign Value from action result: This assigns the fullname in the row of the customer table to ...

This is what I did between my post and your response. My problem now is that I need to use an advanced SQL script. I've watched the webinar and I think I get how to assign the script to an action result and then use the script in the WHERE part of the Retrieve Value action. My problem now is doing the script (I'm not experienced ...

Hi Brett - that would be the right approach to this. Thanks for updating the post.