Jonathan Rothman
10/19/2021, 4:39 PMLaura
10/20/2021, 9:08 PMmattb
10/24/2021, 10:21 PMMike Robbins
10/25/2021, 2:45 PMContact
and Alt. Contact
fields in the workflow condition as shown in the screenshot below
I’ve also tried to create a new workflow on Contact records, but the Contact Role field does not appear to be available on the contact record or on the Company join for a contact.
It appears that this is happening because the contact role field is not on the Vendor record or the Contact record directly, but on the relationship between the two. This makes sense, because it’s conceivable that a single contact can be a primary contact for one company and an alternate contact for another company.
Any thoughts on how I might achieve this?Mike Robbins
10/26/2021, 2:15 PMpen one
10/27/2021, 3:18 PMMichelle Beutler
10/27/2021, 7:05 PMSean Murphy
10/29/2021, 1:44 PMjen
10/29/2021, 4:07 PMjen
10/29/2021, 4:09 PMjen
10/29/2021, 4:10 PMIsrael Gonzalez
10/29/2021, 9:37 PMmattb
11/01/2021, 5:17 AMtexmc
11/03/2021, 6:08 PMtexmc
11/03/2021, 6:08 PMtexmc
11/03/2021, 6:08 PMjen
11/03/2021, 8:04 PMreptar
11/04/2021, 1:25 PMNS Admin
11/04/2021, 2:30 PMtexmc
11/08/2021, 6:24 PMtexmc
11/08/2021, 6:24 PMtexmc
11/08/2021, 6:30 PMtexmc
11/08/2021, 6:30 PMjen
11/08/2021, 8:02 PMrustyshackles
11/08/2021, 11:34 PMjen
11/10/2021, 11:28 PMSet Field Display Type
not work except in Edit mode? I have a workflow that runs in Create/View/Edit, with a Set Field Display Type
(hidden) action for all contexts/event types, however the field only seems to hide in Edit mode, not in View mode. Triggering Before Record Load.KevinJ of Kansas
11/11/2021, 12:43 AMChristiaan
11/11/2021, 7:59 AMrustyshackles
11/11/2021, 8:50 PMChristiaan
11/11/2021, 9:01 PM