Articles tagged #INTERNAL
Articles tagged
#INTERNAL
Show the Internal ID and External ID of the Record in a Custom Field
The user needs to display the customer's Internal ID and External ID as fields on their customer forms.
Create Open Sales Order Saved Search to Display Sales Order Internal ID
Although standard Open Sales Orders report can be customized, the option to add column specifically with Sales Order Internal ID is not available at the moment. As a workaround or alternate solution might serve a Saved Search which results would be identical to Open Sales Order Report with additional column with internal ID of the transaction.
Workflow > Approve > Error: "Author Internal ID or Email Must Match an Employee"
Scenario
User has a business process that if the request is less than amount, the request will not require an approver. As part of a business process workflow, the user is not setting the Next Approver field for this scenario.On the Workflow, the sender of the email must be the Next Approver. If the next approver is blank, an error will be encountered.However, if we set a condition on the Send Email action using Next Approver is not Empty, the workflow will always treat this condition as true since the Next Approver has a space for its default value.
Solution
- Navigate toCustomization>Workflow>Workflows
- ClickEditbeside the Workflow to modify
- Locate theStatecontaining the Send Email Action
- Double-clicktheState
- ClickSend Email Action
- Condition:
- ClickOpenbeside the Condition field
- Workflow Condition:
- Field: SelectNext Approver
- Compare Type: Selectnot empty
- ClickSave
- ClickSave
- ClickDone