Talent Acquisition Strategies

Talent acquisition refers to the process of identifying, attracting, and hiring the right candidates to fill job positions within an organization. It is a critical function of Human Resources that directly impacts the organization’s success and growth. Effective talent acquisition strategies help businesses build a skilled and diverse workforce that aligns with their goals and… Continue reading Talent Acquisition Strategies

Workflow action in Purchase Requisition approval

A new action can be applied in the workflow for approving purchase requisition inorder to fetch the department name automatically while choosing the employee. This is done by using action ‘Set Field Value’ as shown below. Trigger On : After Field edit Triggering Client Field : Employee

E-Document Standard Field is Missing in Customer Record in E-Document Tab

When Electronic Invoicing (Bundle ID: 116076) was installed, the user cannot see E-Document standard fields in Custom Forms even if it switched to Standard Form. Solution The installation of the bundle does not automatically expose the E-Document standard fields, but the following should be done.  Navigate to Customization > Forms > Entry Forms Locate the Custom Customer Form being used > Click Edit Under Fields tab > E-Document subtab Mark Show for E-Document Standard Click Save

Run flows in succession

If you want a flow to run immediately after another flow is complete, open the flow that you want to trigger the next flow and click the Settings button in the upper right corner. From the Settings panel, select the flow you want to run next from the Next integration flow list.

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Resolve Error: “An Unexpected Error Has Occurred…” During Bundle Installation

Scenario When user tried to install a bundle, they encounter an error upon clicking Install button. Solution One possible reason is that a Custom Form component has a custom email template. To remove the error, Default Email Template needs to be selected for Email Message Template field. Assigning an Email Template to a Transaction Type You can select which transaction email… Continue reading Resolve Error: “An Unexpected Error Has Occurred…” During Bundle Installation