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[quote user="Marcelo11756"]Is it one action per field?
For example Employee/vendor1 will have one action and then I will do the same for the others?[/quote]
Hi Marcelo,
Yes, it is one action per Employee/Vendor.
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Is it one action per field?
For example
Employee/vendor1 will have one action and then I will do the same for the others?
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I have a lot of customers that need an item total on their invoices. If there are 107 different items on the invoice, I need the invoice to automatically give me the 107 total at the bottom of the invoice, so I don't need to do that manually. Is there a way to alter the invoice to do this?
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Hi Sam,
I'm going to go away and try yjis but if I'm understanding you correctly this will be a manual process?
If so I need something that auto links just like the transaction grid does. That doesn't need a dropdown to link to the current record. You see I want to use this in my customer portal to allow my customers to keep ...
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Ok thanks.
I did it, but still not working for me.
I select the team and the team memebers are not autofilled
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Is this possible? I don't seem to see it on the editable screens.
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Hello Marcelo,
"Select Team" was my customized Drop Down Object that I made to display and select my team names. You would have to replace that with your customized Drop Down Object you made.
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I think I got it.
Now lets say I have a team with Carlos team lead, and Pedro second member, when I assign the work order I will assign it to Carlos, and when I enter the job item in the time in/out section will auto fill the employee/vendor 1 with Pedro, Didnt event get to choose the team yet. Is this the way that should work?
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Glad to help!
Through some customization this is definitely possible. Just make sure your new fixed asset dropdown field is in the table that the grid is based on. Post here if you get stuck with anything.
Jason
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I am trying to do the same thing, but when I get to step 2 (criteria) in the action the select team option is not one of the options in the dropdown menu
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