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Francisco,
I am afraid I am not too sure this is possible, I tested this quickly using the "Update field in Table" action, and choosing my res field from my grid. The issue was that I only get a value for my first row (althought it was at least the correct value), there could be some tweaking to get this to work, however I ...
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For a New Activity I want to do the following:
Select an Activity Type from that dropdown (eg. Level 1 Exam).
Launch a series of actions from that text change, specifically:
Check the "Send and Email" box (which works)
Select the "Level 1 Exam" email template (which doesn't work).
I am using an "Enter a ...
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Thank you for your quick and complete Reply.
What can I do if I don't want to Update the field on the table and only put in the Field of the grid without saving it?
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Hi Franscisco,
I just finished setting something similar to your scenario up in my Account, I got this to work, so I will share my details.
First, here is a screenshot of my screen of the successful update after pushing the LoopGrid button, the Res field in the grid was blank before:
Here is a screenshot from the Screen ...
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That is great Franscisco, thanks for that additional info, I believe I have something to work with now. Give me a bit to set something up and I will see what the issue is. Off-hand I am wondering if this might be something do with needing to create your Action Results OUTSIDE your loop, at least your arRes actionResult.
-Ben
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Ok!
That's the basic idea;
* Table with fields
- Num 1 (3, 4, 2, 3, 4, 5)
- Num 2 (3, 3, 4, 5, 5, 9)
- Res (empty)
* A grid with this 3 fields (RecordID, Num1, Num2, Res)
* Button with
- Start Loop throught the grid,
- Retrieve value of field Num1 from table where the RecordID = Value from row ...
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Hi Francisco,
This is a bit of a loaded question without having some context in to what exactly you are attempting to do. Any chance you can give me this scenario, or even better maybe a screenshot of your setup. Off-hand I am not sure this is possible, however I would have to attempt to recreate a simple version of what you are doing ...
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Marcelo - Unfortunately I don't believe you can change the color for each type of Activity. The color scheme on the Activity Calendar screen only applies to the "Activity Status", you will see this at the top of the Activity Calendar screen, in the middle of the screen labelled "Status...".
-Ben
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Hi Michele,
First of all, I am sorry for your frustrations and we will do our best to help you get over these issues.
Activity getting related to Opportunity Issue:
- You are correct, this is a bug in our system, however we do have a fix for this that is getting pushed out to our live site shortly. One thing to note about updates in ...
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Hello,
You can do a Refetch from the Resolve Conflict screen. A refetch will take the record that is in QuickBooks and place it back into Method.
On the top of the Resolve Conflict screen there is a list of explanations for each action. To summarize the other actions, Retry is the reverse of ...
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