When creating Online Form for a Custom Record, under Select Fields, there is no option for Section to choose. Steps to reproduce: Navigate to Customization > Lists, Records, & Fields > Record Types. Edit the Custom Record. Go to Online Forms > click on New Online Form. Enter Title. Under Select Fields, enter a Field.… Continue reading Custom Record Online Form > Select Fields > No option to select Section
Author: Karishma Krishnadas
Sales Order Saved Search that Shows Billing Schedule
1. Navigate to Lists > Search > Saved Searches > New> Transaction 2. On the Criteria tab > Standard subtab add the following filters: Type = is Sales Order Billing Schedule = specify billing schedules. 3. On the Results tab > Columns subtab add the following fields: Number > Summary type = Group Name > Summary type = Group Account > Summary type =… Continue reading Sales Order Saved Search that Shows Billing Schedule