Luis
11/28/2024, 8:26 PMCeligo AI
11/28/2024, 8:27 PMAI generated answer (using internal Slack threads):Based on the conversations provided, it seems that setting a default for the "department" field in the Sales Order form can be achieved through a combination of workflows and custom forms. Here's a possible approach: 1. Create a custom field on the customer record to hold the default department value. 2. Create a workflow that triggers on the creation of a Sales Order. This workflow should have an action to set the department field value based on the custom field value on the customer record. Remember, this workflow should be set to trigger 'Before Record Submit' and the action should be 'Set Field Value'. The field to set would be 'Department' and the value would be sourced from the custom field you created on the customer record. Also, you can create a custom form for specific roles if you want to hide the department field or make it non-mandatory for certain users. You can set this form as preferred for those roles. ****** 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
11/28/2024, 8:27 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838959038
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838375926
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837358773
Celigo AI
11/28/2024, 8:27 PM