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Member Since 10 Jul 2018
Offline Last Active Apr 05 2019 07:01 AM

Topics I've Started

X2 In depth workflow manual

20 December 2018 - 09:46 AM

Trying to write some automation using X2 Workflow but not having much success. Searching through he Community Support forum, I came across a reference to a Work flow Manual. 


How do obtain access to the Workflow manual? 

How to apply Security Fixes

06 November 2018 - 10:45 AM

Newbie. Upgraded to Version 7.


How (need newbie level details) do I apply the October 3 Security Fixes?

Name is blank error

06 November 2018 - 10:36 AM

I using version 7.


I created a custom form containing the "Full Name" field; no "First Name" or "Last Name" fields (initially; keep reading).  There are no required fields on this form, I know in X2  "Full Name" = "Name"


1.  I enter the Full Name into field: type; cut & paste and via a lookup field.  Create gives a Name is Blank error


2. Add "First Name" and " Last Name" fields to the form with the "Full Name Field" present; enter data.  Create gives a Name is Blank error


3. Enter data into the "First"; "Last" and "Full" Name Fields. Create gives a Name is Blank error.


4. Creating a "new" form has the same problem.



Any assistance would be greatly appreciated.


No Form for a Module

29 October 2018 - 07:47 AM

I created a custom module and a data entry form.  I have saved the form.


When I open the module for data entry there is no "Create Data" in the actions menu; The form is not
"available".  I put 1 set of data into the table form for data entry but the data is not being saved when I hit the Enter key.


I did create a failed macro involving this module but I have set the macro active to No.


Any help greatly appreciated.

Auto fill fiels in Custom Modules

26 October 2018 - 08:30 AM

I have created 2 custom modules and linked them to the contacts module.  All 3 modules contain a full name field.  I am a lousy typist but good at copy and paste. Copy and paste takes time and I'm always short on time.


Will the full name field in the custom modules auto-fill from the full name field in the contacts module?  If yes, what special X2 "magic" is needed for the auto-fill to happen?


Excuse the typo in the title, I told you I was a lousy typist and often spelling challenged.