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Michael -
I have done everything I can think of and I have not been successful looping through records. Another scenario I have tried is to make a dashboard view that tells me the sale for today. I noticed later that you have that button/link on the default home page to do exactly that, but it has no actions atrributed to it ...
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Hi Method Team,
I have what I hope is an easy question. I have a custom field for our sales reps to enter comments on one of our customer screens. Our sales team has complained that it is hard to read --- the text spills over and sentences are cut off --- if we could make this field a large square, rather than a rectangle, it would be ...
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We have a text box right now where the field only accepts round numbers without decimal places. When editing, in step 4 of 5 Numeric Field Formatting, we have Decimal places: 2. Doesn't seem to work for us. What else do we need to do so that this text box can handle decimal places? Thanks.
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Closed. I have it fixed. I had a refresh grid action in there that must have been looping continuously.
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I have successfully created a portal for my vendor. It's one simple tab with a grid they CANNOT edit. It appears to load the data just fine. But, the little "working" spinner in the middle of the screen doesn't stop spinning.
Thoughts?
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From the Opportunity List Screen when I click on the next activity it takes me to a new activity instead of the next activity.
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Sorry, didn't know that would regenerate. Got it and it's working beautifully.
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Shawn-
This should now be resolved what i did was regenerate the table for Vendor and Opportunity (This is done by clicking Edit Fields… for those tables and then Finished Editing Fields.
-Michael
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Hi Shawn-
I just tried it to and it worked in my account. If you enable MethodSupport (Customize > Users) and email me your account name I can take a look at why you are getting that error message.
-Michael
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If I ignore that error and proceed, when I get to step 4, I get it again. If I ignore there, all my dropdown options are NULL.
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