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Hi Val. I made a teeny mistake with my question lol. I meant to ask the same question only about the "retrieve value from table". So my 2 questions regarding this action: "Retrieve value from table" 1) This action has an option to say "If multiple results, Retrieve first". If this option is selected, when method ...

Hi Joe, This action is used to ‘loop’ through only records that meet the specified criteria set up under the where condition(s) within the action properties. It will loop through the records using the record ID in ascending order for those that meet the where condition(s). You should be able to change this by using Order by ...

 I understand the delay - no problem. It is slow but I can live with it. However, on the filtering I have tried a couple more times and always get the same result - every customer is selected, even when I specify leads only. Do you want to have a web meeting and I can show you what I see?

By the way, thanks for your help. Because of your guidance, it works now! :)

That was the problem. I had not done any customization to the screen. However, I had selected the edit button to review all the actions on the screen. It appears, that when the screen was copied as part of the edit process, that the tab link data was not copied over.

Its not important enough for me to ask you to spend too much time on it. I was more curious if you felt this was a worthwhile thing to do. Its only value i see would be to maybe conserve a little space and have the ability to put records anywhere in the table. The potential to do it is there, but... I'm not sure thats enough reason to ...

 Hi Joe, Let me test this out on my end then I'll let you know my findings :)

Hi. Does the "Loop Through Table" action always go through every record, top to bottom, under all circumstances? ~Joe

Hi Amanda. This is a good work-around for creating the desired grouping on the visual level. The reason though, that I was asking if it were possible to insert between two records on the table level, was to avoid needing that additional column. To conserve space I was grouping by record number (record:X to record:Y), and just putting all ...

 Hey Emsegal, Have you done any customization to this screen. On the default screens I am not seeing any problems. The delay is normal because of  the actions running. I am going to fool around with it more and try to get the same results as you. I'll update this as soon as possible.   Also we are still looking into the ...