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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 ...

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 ...

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 ...

I want to have a button (stand-alone, not on any screen) that when I press it, it does the following: For every Record ID in the customer table Loop through the activity table and add up the duration hours for each Record ID in the customer table for a predefined time period Populate that duration number into the customer table ...

A particular user gets the following message when selecting a customer and going to the Edit Customer environment for that particular customer: "Error Action Sequence Order: ERROR. There was an unspecified error loading the report. Please check your Generate Report action to ensure all filters are set up properly, and that the report ...

I inserted an "Upload for document" hyperlink into my "New Activity" screen so that people could attach documents to certain activities. But now when I export the results of the activity table there's a lot of junk in some rows of the CSV file, and I believe it has to do with the PDFs being attached to the activities. What ...