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Adam, Thank you for the reply.  I have tried the stock estimate template and just now tried the stock estimate screen (I was not aware that we were not using the stock estimate screen until now).  No joy.  Also to clarify, I did not mean to imply that either Val or Mandeep caused the issue, rather I was just wondering if there ...

tThe field was a yes/no field that had been added to the Sales Order table. After adding the field, the report would not open and the error referenced the field. Once removed, the report openned. I then readded the field and the report opened again correctly.

Hi Johnny, There are already actions on the text change for Item that sets the Markup % to true if the sales price / cost is greater than zero. Where in the action set on text change are you setting the markup % to 'yes'?  In my testing, it appears that setting the IsMarkupPercent checkbox to 'Yes' doesn't work as ...

Hi d.vanbaale, Thanks for the info. I haven't come across this issue and it sounds strange that removing the field worked even though it's being called for on your report. When you removed the field in your table, did it still appear on your report, wherever you had placed it? - Ashur

Thanks for all of the insight! Here are my thoughts: Refresh Grid action: This action refreshes the grid but does not save it. For example, if your grid is editable and you make a change in the grid without saving, the refresh grid action will refresh the grid to the previous state before the edit.  Save Grid action: The grid will ...

Oh, and yes, I never really sorted out the difference between refresh, update, and save and I ended up just using save as a heavy hammer to get the grid back to where I needed it for the next user or action sequence operation.  The documentation has not tended to provide detailed technical information as to how to choose among those ...

Thanks Jason.  I'm sure I tried those actions but I'll try again, there's been a lot of grid enhancements in the last year or so.  I was trying to update the grid, then insert a new row based on text change or other cell editing by the user. The results were not predictible.  Somewhat understandably as the grid may be ...

Yes, this would make sense. You could even put a Save Grid action and a Refresh Grid action in the same action set before you retrieve the values. This might be more efficient because you wouldn't have to remember to click Update or Save.  - Jason

Hi Greenbee,  I think in this case you should create a new field in the Opportunity table that just takes the month of the CloseDate. This way, you can sort by month only and not the entire date. Once you have this field, I suggest editing the screen CRM_Home Dashboard and adding a filter to the report object. I included a ...

James, I don't think anything Val or Mandeep did would affect this, but it's hard to say for certain.  Have you tried using the stock estimate screen and the stock estimate template?  It was an update that reversed this behaviour and we're working on a fix for it.  So far, the above is the only temporary work around ...