Matteo Balduccio
10/17/2024, 8:33 AMCeligo AI
10/17/2024, 8:34 AMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To configure a custom body field in the invoice record for getting the date of the last payment that has been done, you can follow these steps: 1. Create a new custom body field: - Navigate to a Payment record. - Customize the form. - Click on 'New Body Field'. - Set the configuration: - Label: [field name] - Type: [field type] - Store Value: is checked - Applies To subtab: Customer Payment is checked - Click 'Save & Apply to Forms'. - Look for the Custom Form for the Payment Record, put a check, and click 'Save'. - Open the Payment Record on Edit mode. - On the Apply subtab, click the 'Customize' button. - Look for the [field name] custom field that was created, put a check, and click 'Save'. 2. Use a workflow or a script to set the value of this custom field based on the last payment date. You can create a saved search that retrieves the last payment date and use this saved search to set the value of the custom field. Please note that the custom field on your invoice should have its value sourced from a saved search. You would just have to create a saved search that has the criteria to get you to the item you want. Remember, the Transaction Date may be different from the Created Date. It might be safer to use the Created Date if that's what you're really looking for.
Celigo AI
10/17/2024, 8:35 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
10/17/2024, 8:35 AM