Adam Weaver
11/08/2024, 11:21 PMCeligo AI
11/08/2024, 11:21 PMAI generated answer (using internal Slack threads):To add a WIP (Work in Progress) checkbox to a custom form, you can follow these steps: 1. Navigate to the custom form where you want to add the checkbox. 2. Go to the 'Custom Fields' section. 3. Click on 'New Field'. 4. In the 'Label' field, enter 'WIP'. 5. For 'Type', select 'Checkbox'. 6. In the 'Applies To' section, select the appropriate option based on where you want this field to appear. 7. Save the changes. Now, you have a WIP checkbox on your custom form. If you want to automate the checking and unchecking of this field based on certain conditions, you can use a workflow. Here's a basic example of how you can do this: 1. Create a new workflow that is triggered on the record type where you added the WIP checkbox. 2. Add a state to the workflow. 3. In this state, add an 'On Entry' action of 'Set Field Value'. 4. For the 'Field' option, select your WIP checkbox. 5. For the 'Value' option, select 'T' to check the box or 'F' to uncheck it. 6. Add the necessary conditions for the transition to this state. Remember, this is a basic example and you might need to adjust it based on your specific requirements. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
11/08/2024, 11:21 PMSlack 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)
Similarity score: 0.815480888
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813768208
Celigo AI
11/08/2024, 11:21 PM