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Hey Mike, Refer to THIS post. Follow up here if you have further questions in regards to best approach setting it up. -- Mortaza

Hi, It starts with my customized Bill screen: 1. In Chrome (normal mode), Create a PO with 5 different Items. (my customized PO screen.) 2. Switch to Bill screen, create a new Bill by selecting this new PO. (my customized Bill Screen.) 3. If I keep doing this (step1 and step 2) for several times (but randomly), in step2, I can ...

Hey Mike, I was able to retrieve the correct Record_ID for the related Activities. In my example, I'm working with Last Activity. This is my Retrieve Value from Table Action: In the proceeding Show Screen in Popup Action use that ActionResult which will then make it a hyperlink. Here is a quick screencap of how it looks on my ...

No, it goes to the screen where you select classic or new. When you select New it goes to the dashboard only

I want to set up a simple grid that shows a list of customers and the YTD sales for each. I also want a column that is 4% of the YTD sales. What's the best way to structure this? A screen based on the Customer table? Do I need to add a YTD sales column in the Customer table?

Hey Mahlon, If the Company Account is toggled for Method:New, it will automatically go right into Method:New for Activities.  Is it not working like that in your case? -- Mortaza

Hey Alex, I'm having trouble trying to replicate this issue on my end. Just to be clear the error occurs on the stock Bill/PO screen? Or customized? If you can break the steps down, I'll try to replicate the error again. -- Mortaza

Hey Mahlon, Thanks for the further explanation and screenshots. I was able to replicate the issue and have created a ticket for our development team to take a look at. I'll keep you posted in what I hear back from them on this thread. -- Mortaza

Some further context: My table is editable - does that matter? I made these fields "Read only", but I also tested them without the "read only" designation. Neither worked. This is extremely frustrating, since last time I logged in, 26 screens regenerated (I know, a separate issue). But it makes doing this by trial and error ...

Your example above is confusing: You recommend pulling the NextActivityDueDate from the Contacts table, matching the Customer RecordID that is in that particular row. Aren't those different entities? Contact RecordIDs are not the same as CustomerRecordIDs. Also, why do I need to retrieve a vfield/alue from a table when the field ...