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Looking to make a custom app based off of the sales reciept screen to allow a manager to assign each sales reciept to a sales rep. I can't add this to the stock sales reciept since I am not the creator. In classic you could copy screens and tabs. What is the new equivelent for this? 

How do I set up/assign a few standard documents (or document links) so that portal users can download them?

Hi jwalker, You can print a route list of all work orders currently filtered within the grid. To filter for all users for the month, simply modify the date range to include the month and change the filter to All occurrences in date range. Once you’ve done this, select the Print / Email tab. Change the radio button for “Which work ...

Hi Kupsol, If the state of the radio button is in-fact saved, then it must be using data from a field to determine its state. You’ll need to check your OnScreenLoad actions for how the state of the radio button is set when a record is loaded. This should show you which field you want to filter the report for. Moving forward, I’d ...

Hi Aaron, Have you considered filtering for this within the Report object on the screen? Filtering can be found by selecting Edit on the report object and navigating to Step 2. This will allow you to filter dynamically using session variables as well as via date picker objects from the screen. --Audisho

Hi Sarah, It would be better for us to investigate this with you over the phone and possibly via a screen share. Please give our support number a call at 1-888-925-6238 x2 when you have some time. Alternatively, I can create a case for you and have a member of our support team reach out. Just shoot me an email with your account information if ...

Hi Stuart, While you have 3 levels of related data here, it’s not impossible to accomplish this. If would be nice if you could simply nest a detail report within another detail report, but Report Designer does not allow us to do so. Instead, you need to “flatten” your data to use 2 tables instead of 3. You can accomplish this ...

I have entered my work orders for the month. I would like to print the calendar and hand out copies to my crew leaders. Does anyone know how to print the calendar?

Hi Kupsol, I believe the currency symbol will not be displayed when the screen does not have an active record ID and after a save all sections action is executed. In this case, you will not see the currency symbol on a new record prior to and after creating it. If this is a problem for you, I would suggest that you use the workaround that I ...

In the Edit Customer page I have a Radiobutton with 2 Options, Yes and No, and want to make a report that pulls all Customers with Yes selected. I don't see the button's name "Problem?" listed in the fields in report designer. Is there a way to do this? Just looking for a simple way to make a list of all customers with problems ...